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Gold/Mining/Energy : Canadian Oil & Gas Companies -- Ignore unavailable to you. Want to Upgrade?

To: Scott Mc who wrote (6727)	8/18/1999 12:23:00 AM
From: Goldberry	Read Replies (2) \| Respond to of 24920

Scott & R Barbe Can you each toss out some names of juniors you believe to be undervalued?

To: Scott Mc who wrote (6727)	8/18/1999 7:09:00 AM
From: Buckey	Read Replies (1) \| Respond to of 24920

PCP - I think some of the cost cutting measures of the past few years combined with current prices help out a lot. PCP is the second largest producer in Canada. BUT the largest is also diversified. PCP has no downstream production at all ( refining). That makes them very vulnerable to oil prices wheras an IOL is "hedged" as they will alwyas make their margin on the refining and marketing sides. PCP cut 10% of the workforce 2 years ago and are trying to shift their mix more towards Gas to protect themselves. Tough for me to talk fundamentals as I am a TA man mostly - daytrading etc. BUT PCP is one of those longer term holds. 87% owned by CP. East coast production due to shut down soon but they said that a year ago too. They have tons of stuff going on around the globe - I like them and own a whopping 100 shares