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Gold/Mining/Energy : Strictly: Drilling and oil-field services

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To: Think4Yourself who wrote (73253)9/13/2000 9:00:47 AM
From: jim_p  Read Replies (1) of 95453
 
John,

For starters TLM is the cheapest large cap E & P of the 66 stocks that I follow.

1. They are selling at a little over 3X this years cash flow is US dollars.

2. They have a market cap in excess of $5 billion.

3. Their leverage declined from 1Q to a very low 37%

4. They increased production in 2Q from both 2Q 1999 and 1Q 2000, and did it through exploration. Production was up 43% over last year.

5. They have the highest analyst rating of any of the 20 cheapest companies I follow.

6. They are one a VERY few companies that increased cash flow and production over both 1Q 2000 and 2Q 1999 and reduced leverage during record commodity prices, and most important they did it through exploration.

Jim
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