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Gold/Mining/Energy : Swift Energy (SFY)
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To: Ed Ajootian who wrote (769)4/20/1999 6:04:00 AM
From: Robert T. Quasius  Read Replies (1) of 1602
 
I agree that cash flow from operations is the most important measure of an E&P stock. In the case of SFY, the stock trades at a cash flow discount to it's peers due to the prolific but short lived nature of the chalk.

SFY slowed it's drilling program due to low commodity prices, and refocused it's attention on acquisitions, like the Sonat acquisition they picked up for a song.

Now that prices are recovering, I would expect SFY to increase it's capital budget and pick up the pace of drilling.

I agree 1000% that this stock is ready to take off, and wish that I had boosted my holdings when the stock dipped to the $6 range. My basis in SFY is around $21, and I've already invested quite a bit for one small cap stock. I am a long term investor, and fully expect SFY to return to the $30 range in the next year or two.
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