To: ferrit who wrote (66687 ) 5/22/2000 8:51:00 PM From: jim_p Read Replies (1) | Respond to of 95453
Good catch ferrit. POG makes the top five, looks like a buy to me. Nice size, good rating, good leverage and it grew 15% this year over last. 05/22 Q-1 Adj Lev Mkt Growth Inst. $ Share DCFPS P/CFPS DCFPS Stock $ % Inc Ltd/Cap Cap Zacks Rate Holdings 05/19 1Q (X4) 05/19 Mult CFPS 03/31 $MM Rating 1Q-1Q EEX $4.00 2.65 1.51 8.00 $21.20 430.00% 55.00% 153 2.3 -2.00% -5.30% ROIL $5.38 2.20 2.44 8.00 $17.60 227.44% 38.21% 118 1.6 39.00% -17.30% BELW $9.25 3.72 2.49 8.00 $29.76 221.73% 74.27% 125 1.5 5.00% -5.90% MHR $4.88 1.72 2.83 8.00 $13.76 182.26% 81.41% 100 1.5 15.00% 0.30% POG $16.63 5.00 3.33 8.00 $40.00 140.60% 45.59% 362 1.4 15.00% -0.50% CRK $7.69 2.30 3.34 8.00 $18.40 139.35% 65.00% 195 1.9 -4.00% -4.00% HSE $27.75 7.84 3.54 8.00 $62.72 126.02% 75.00% 516 1.3 16.00% 3.60% XTO $18.19 4.60 3.95 8.00 $36.80 102.34% 77.00% 831 1.7 17.00% 9.60% SFS $10.63 2.68 3.96 8.00 $21.44 101.79% 49.00% 1,993 1.5 63.00% 0.80% PXD $13.38 3.36 3.98 8.00 $26.88 100.97% 68.00% 1,326 2.1 -25.00% -3.70% BSNX $16.38 3.80 4.31 8.00 $30.40 85.65% 16.00% 322 2.1 16.00% 1.10% THX $22.00 5.04 4.37 8.00 $40.32 83.27% 48.00% 652 1.9 20.00% -0.60% OEI $15.06 3.39 4.44 8.00 $27.12 80.05% 57.00% 2,491 1.5 22.00% 8.50% XEXP $5.88 1.21 4.86 8.00 $9.66 64.49% 37.07% 236 n/a -14.00% n/a MARY $36.13 7.12 5.07 8.00 $56.96 57.67% 6.67% 497 1.2 76.00% 2.60% KMG $58.88 11.52 5.11 8.00 $92.16 56.54% 59.00% 5,530 2.0 10.00% 11.20% PPP $24.19 4.56 5.30 8.00 $36.48 50.82% 57.00% 1,006 2.1 44.00% 4.80% APA $58.06 10.59 5.48 8.00 $84.72 45.91% 41.00% 6,695 1.7 43.00% 3.10% EOG $31.19 5.65 5.52 8.00 $45.20 44.93% 45.00% 3,645 1.5 5.00% -3.20% COG $22.00 3.96 5.56 8.00 $31.68 44.00% 28.67% 546 1.9 -6.00% 1.00% BR $44.75 7.64 5.86 8.00 $61.12 36.58% 45.00% 9,647 1.5 4.00% 2.40% FST $14.75 2.50 5.91 8.00 $19.96 35.34% 54.52% 792 1.7 -14.00% -4.10% NBL $38.75 5.93 6.53 8.00 $47.44 22.43% 41.00% 2,253 1.9 -20.00% -2.20% TMBR 21.375 2.92 7.32 8.00 $23.36 9.29% 15.00% 603 1.9 34.00% 5.80% CRZO $6.13 0.80 7.66 8.00 $6.40 4.49% 43.76% 91 3 51.00% -0.80% Average 4.70 4.78 103.91% 50.96% 1,697 1.8 17.08% 0.30% Anyone else have an idea on a small to mid cap that can double from here using a max multiple of 8 times Q1 CFPS? Jim