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To: Telemarker who wrote (67728)6/6/2000 3:59:00 PM
From: jim_p  Read Replies (1) | Respond to of 95453
 
Telemarker,

I forgot about the Canadian dollaretts. That moves TLM down five notches, but still looks like one
of the best buys out there selling at 2.79 times estimated 2000 cash flow.

Another good reason to buy TLM is the expected firming of the Canadian dollar. (know as dollaretts by some)

Sorry for the confusion.

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%
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%
TLM $31.13 11.16 2.79 8.00 $89.30 186.91% 35.59% 4,301 1.2 0.0 41.00% 3.90%
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 3.88 5.13 135.14% 53.43% 1,247 1.7 (0.02) 10.58% 0.66%