Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Gold/Mining/Energy : Strictly: Drilling and oil-field services -- Ignore unavailable to you. Want to Upgrade?

To: Jane4IceCream who wrote (67721)	6/6/2000 2:57:00 PM
From: jim_p	Read Replies (1) \| Respond to of 95453

Added TLM to our exploration list at the request of Telemarker. Good pick Telemarker. TLM grew their production by 41%, leverage is less than 36%, market cap in excess of 4.3 billion, and it is selling at less than two times this years estimated cash flow. Q-1 Adj Lev Mkt Growth Inst. $ Share DCFPS P/CFPS DCFPS Stock $ % Inc Ltd/Cap Cap Alaylst 06/05 Rate Holdings 06/05 1Q (X4) Mult CFPS 03/31 $MM Rating +/- 1Q-1Q 06/05 KCS $1.19 2.82 0.42 8.00 $22.54 1797.83% 195.80% 35 5.0 (1.0) -24.00% -1.20% MEXP $1.31 1.24 1.06 8.00 $9.92 655.81% 53.00% 17 3 0.0 -24.00% -5.30% RRC $2.88 2.00 1.44 8.00 $16.00 456.52% 80.48% 113 2.3 0.0 -27.00% -1.7% WZR $2.81 1.72 1.64 8.00 $13.76 389.24% 68.64% 25 n/a n/a -29.00% 2.50% TLM $31.13 16.52 1.88 8.00 $132.16 324.61% 35.59% 4,301 1.2 0.1 41.00% 3.90% EEX $5.00 2.65 1.89 8.00 $21.20 324.00% 55.00% 153 2.3 0.0 -2.00% -3.20% TMR $5.25 2.35 2.24 8.00 $18.77 257.49% 91.11% 244 2.1 0.0 15.32% -2.00% BELW $8.56 3.72 2.30 8.00 $29.76 247.56% 74.27% 125 1.5 0.0 5.00% -2.80% EPEX $3.06 1.19 2.57 8.00 $9.54 211.61% 14.47% 28 1.3 0.0 -27.00% -4.00% BNO $2.81 1.00 2.81 8.00 $8.00 184.44% 105.59% 84 n/a n/a -11.80% -1.20% ROIL $6.13 2.20 2.78 8.00 $17.60 187.35% 38.21% 118 1.3 0.3 39.00% -17.20% MHR $4.88 1.72 2.83 8.00 $13.76 182.26% 81.41% 100 1.5 0.0 15.00% 0.60% CHK $5.63 1.88 2.99 8.00 $15.04 167.38% 125.65% 788 1.7 0.0 2.00% 4.20% CRK $7.38 2.30 3.21 8.00 $18.40 149.49% 65.00% 195 1.8 0.1 -4.00% -2.20% DNR $5.56 1.72 3.23 8.00 $13.76 147.37% 64.41% 254 2.3 0.0 24.00% -1.50% RGO $4.94 1.52 3.25 8.00 $12.16 146.28% 34.03% 622 1.9 0.0 0.52% -7.20% KP $16.13 4.68 3.45 8.00 $37.44 132.19% 41.29% 197 1.0 0.0 5.29% 6.40% POG $17.31 5.00 3.46 8.00 $40.00 131.05% 45.59% 377 1.4 0.0 15.00% -0.80% NEV $18.69 4.92 3.80 8.00 $39.36 110.62% 67.33% 329 1.4 0.0 -5.00% -7.20% BEXP $2.44 0.64 3.81 8.00 $5.12 110.05% 91.54% 32 2.0 0.0 4.00% 10.20% OEI $13.81 3.39 4.07 8.00 $27.12 96.34% 57.00% 2,491 1.5 0.0 22.00% 3.50% PXD $13.81 3.36 4.11 8.00 $26.88 94.61% 68.00% 1,326 2.1 0.1 -25.00% -3.60% HSE $32.25 7.84 4.11 8.00 $62.72 94.48% 75.00% 516 1.3 0.0 16.00% 5.50% CWEI $25.94 6.15 4.22 8.00 $49.22 89.75% 33.83% 238 2 0.0 15.50% 3.00% XTO $19.56 4.60 4.25 8.00 $36.80 88.12% 77.00% 831 1.7 0.0 17.00% -1.80% BSNX $16.31 3.80 4.29 8.00 $30.40 86.36% 16.00% 322 2.1 0.0 16.00% -1.10% VPI $21.13 4.73 4.47 8.00 $37.84 79.12% 52.45% 1,348 1.3 (0.1) 19.00% 1.90% MND.B $29.75 6.60 4.51 8.00 $52.80 77.48% 42.79% 1,461 1.3 0.0 14.00% -0.10% SFS $12.31 2.68 4.59 8.00 $21.44 74.13% 49.00% 1,993 1.4 0.1 63.00% 1.10% THX $24.63 5.04 4.89 8.00 $40.32 63.74% 48.00% 652 1.9 0.0 20.00% 0.70% PLX $15.81 3.23 4.90 8.00 $25.82 63.26% 91.14% 467 1.8 0.2 11.43% -0.90% PPP $22.38 4.56 4.91 8.00 $36.48 63.04% 57.00% 1,006 2.0 0.1 44.00% 3.50% KMG $56.88 11.52 4.94 8.00 $92.16 62.04% 59.00% 5,530 2.0 0.1 10.00% 10.90% SFY $23.25 4.52 5.14 8.00 $36.16 55.53% 40.45% 485 1.8 (0.1) -9.00% 1.00% APA $54.88 10.59 5.18 8.00 $84.72 54.39% 41.00% 6,695 1.7 0.0 43.00% 3.10% TEXP.O $6.31 1.21 5.23 8.00 $9.66 53.09% 37.07% 254 1.5 0.0 -14.00% -1.50% MARY $37.25 7.12 5.23 8.00 $56.96 52.91% 6.67% 513 1.2 0.1 76.00% -1.30% EOG $30.19 5.65 5.34 8.00 $45.20 49.73% 45.00% 3,645 1.5 0.0 5.00% -2.60% BR $41.38 7.64 5.42 8.00 $61.12 47.72% 45.00% 9,647 1.6 (0.1) 4.00% 2.60% COG $22.13 3.96 5.59 8.00 $31.68 43.19% 28.67% 549 1.8 0.0 -6.00% -0.70% ESNJ $3.25 0.58 5.62 8.00 $4.62 42.22% 30.91% 63 1 0.0 n/a 3.40% LD $31.56 5.40 5.84 8.00 $43.21 36.91% 53.57% 1,288 1.7 0.1 5.05% 5.10% FST $15.00 2.50 6.01 8.00 $19.96 33.09% 54.52% 805 1.8 (0.1) -14.00% -4.60% NBL $36.25 5.93 6.11 8.00 $47.44 30.87% 41.00% 2,253 1.9 0.0 -20.00% -0.60% DVN $57.56 9.23 6.24 8.00 $73.82 28.25% 43.09% 4,962 1.3 (0.1) 113.00% 2.50% TMBR $20.38 2.92 6.98 8.00 $23.36 14.65% 15.00% 603 1.9 (0.2) 34.00% 6.40% SGY $56.31 7.44 7.57 8.00 $59.52 5.70% 26.39% 1,051 1.4 (0.1) 2.54% 3.30% CRZO $6.13 0.80 7.66 8.00 $6.40 4.49% 43.76% 91 3.0 0.0 51.00% -0.80% BRR $37.44 4.72 7.93 8.00 $37.76 0.86% 50.85% 1,231 1.7 0.1 -28.18% 2.20% EEE $2.00 0.24 8.33 8.00 $1.92 -4.00% 39.98% 212 n/a n/a 23.00% -5.10% PQUE $2.81 0.28 10.04 8.00 $2.24 -20.36% 21.61% 68 1.0 0.0 60.00% 7.70% CPE $15.38 1.53 10.02 8.00 $12.28 -20.14% 44.48% 190 1.3 0.0 -11.98% 1.10% OIL $30.56 2.77 11.02 8.00 $22.18 -27.42% 44.74% 1,787 1.9 (0.2) -18.83% 14.60% PENG $38.75 3.20 12.11 8.00 $25.60 -33.92% 0.00% 329 1.8 0.0 27.00% 3.60% APC $51.63 3.91 13.22 8.00 $31.25 -39.48% 50.00% 6,608 1.6 0.1 2.00% 3.70% MMR $14.75 0.96 15.42 8.00 $7.65 -48.11% 33.96% 184 2.5 (0.5) -7.45% 0.10% Average 3.97 5.12 137.60% 53.43% 1,247 1.7 (0.02) 10.58% 0.66%