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


To: BigBull who wrote (67761)6/6/2000 8:32:00 PM
From: jim_p  Read Replies (2) | Respond to of 95453
 
Another good find from Telemarker, GRL selling at three times estimated 2000 cash flow,
27% leverage, $780MM market cap, grew production by 4% last quarter, and was just upgraded from
a 2.0 to 1.5.

Still lots of good finds out there.

Enjoy

Q-1 Adj Lev Mkt Growth Inst.
$ Share DCFPS P/CFPS DCFPS Stock $ % Inc Ltd/Cap Cap Alaylst 06/05 Rate Holdings
06/06 1Q (X4) Mult CFPS 03/31 $MM Rating +/- 1Q-1Q 06/06
KCS $1.13 2.82 0.40 8.00 $22.54 1903.27% 195.80% 33 5.0 (1.0) -24.00% -1.20%
MEXP $1.38 1.24 1.11 8.00 $9.92 621.45% 53.00% 17 3 0.0 -24.00% -5.10%
RRC $2.94 2.00 1.47 8.00 $16.00 444.68% 80.48% 115 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% -6.20%
TMR $5.19 2.35 2.21 8.00 $18.77 261.79% 91.11% 241 2.1 0.0 15.32% -1.90%
BELW $8.75 3.72 2.35 8.00 $29.76 240.11% 74.27% 125 1.5 0.0 5.00% -2.80%
EPEX $3.06 1.19 2.56 8.00 $9.54 212.32% 14.47% 28 1.3 0.0 -27.00% -4.00%
ROIL $6.19 2.20 2.81 8.00 $17.60 184.44% 38.21% 118 1.3 0.3 39.00% 0.40%
TLM $32.00 11.16 2.87 8.00 $89.30 179.06% 35.59% 4,422 1.2 0.0 41.00% 3.90%
MHR $4.94 1.72 2.87 8.00 $13.76 178.68% 81.41% 101 1.5 0.0 15.00% 0.10%
CHK $5.50 1.88 2.93 8.00 $15.04 173.45% 125.65% 770 1.7 0.0 2.00% 4.50%
BNO $3.00 1.00 3.00 8.00 $8.00 166.67% 105.59% 89 n/a n/a -11.80% -1.20%
GRL $8.88 2.84 3.13 8.00 $22.72 156.00% 26.91% 780 1.5 0.5 3.97% 1.10%
DNR $5.56 1.72 3.23 8.00 $13.76 147.37% 64.41% 254 2.3 0.0 24.00% -1.50%
CRK $7.50 2.30 3.26 8.00 $18.40 145.33% 65.00% 195 1.8 0.1 -4.00% -2.20%
RGO $5.06 1.52 3.33 8.00 $12.16 140.20% 34.03% 638 1.9 0.0 0.52% -0.90%
KP $16.00 4.68 3.42 8.00 $37.44 134.00% 41.29% 195 1.0 0.0 5.29% 7.90%
POG $17.69 5.00 3.54 8.00 $40.00 126.15% 45.59% 385 1.4 0.0 15.00% -0.70%
BSNX $14.31 3.80 3.77 8.00 $30.40 112.40% 16.00% 322 2.1 0.0 16.00% 4.20%
BEXP $2.44 0.64 3.81 8.00 $5.12 110.05% 91.54% 32 2.0 0.0 4.00% 10.40%
PXD $13.81 3.36 4.11 8.00 $26.88 94.61% 68.00% 1,326 2.1 0.1 -25.00% -3.40%
HSE $32.50 7.84 4.15 8.00 $62.72 92.98% 75.00% 516 1.3 0.0 16.00% 5.50%
NEV $20.50 4.92 4.17 8.00 $39.36 92.00% 67.33% 361 1.4 0.0 -5.00% -7.20%
OEI $14.19 3.39 4.19 8.00 $27.12 91.15% 57.00% 2,491 1.5 0.0 22.00% 3.10%
XTO $20.38 4.60 4.43 8.00 $36.80 80.61% 77.00% 831 1.7 0.0 17.00% -1.80%
CWEI $28.50 6.15 4.63 8.00 $49.22 72.69% 33.83% 261 2 0.0 15.50% 0.60%
SFS $12.44 2.68 4.64 8.00 $21.44 72.38% 49.00% 1,993 1.4 0.1 63.00% 0.60%
VPI $22.25 4.73 4.70 8.00 $37.84 70.06% 52.45% 1,419 1.3 (0.1) 19.00% 2.00%
PLX $15.75 3.23 4.88 8.00 $25.82 63.91% 91.14% 465 1.8 0.2 11.43% -3.00%
THX $24.63 5.04 4.89 8.00 $40.32 63.74% 48.00% 652 1.9 0.0 20.00% -0.40%
PPP $22.31 4.56 4.89 8.00 $36.48 63.50% 57.00% 1,006 2.0 0.1 44.00% 3.50%
KMG $59.00 11.52 5.12 8.00 $92.16 56.20% 59.00% 5,530 2.0 0.1 10.00% 10.40%
MARY $36.88 7.12 5.18 8.00 $56.96 54.47% 6.67% 507 1.2 0.1 76.00% 0.30%
SFY $23.50 4.52 5.20 8.00 $36.16 53.87% 40.45% 490 1.8 (0.1) -9.00% 1.00%
TEXP.O $6.31 1.21 5.23 8.00 $9.66 53.09% 37.07% 254 1.5 0.0 -14.00% -3.70%
APA $56.44 10.59 5.33 8.00 $84.72 50.11% 41.00% 6,695 1.7 0.0 43.00% 3.60%
BR $42.00 7.64 5.50 8.00 $61.12 45.52% 45.00% 9,647 1.6 (0.1) 4.00% 2.70%
EOG $31.38 5.65 5.55 8.00 $45.20 44.06% 45.00% 3,645 1.5 0.0 5.00% -3.40%
ESNJ $3.22 0.58 5.57 8.00 $4.62 43.60% 30.91% 62 1 0.0 n/a 3.40%
COG $22.63 3.96 5.71 8.00 $31.68 40.02% 28.67% 561 1.8 0.0 -6.00% 0.70%
LD $32.13 5.40 5.95 8.00 $43.21 34.51% 53.57% 1,311 1.7 0.1 5.05% 5.70%
FST $15.06 2.50 6.04 8.00 $19.96 32.53% 54.52% 809 1.8 (0.1) -14.00% -3.60%
DVN $58.13 9.23 6.30 8.00 $73.82 27.01% 43.09% 5,011 1.3 (0.1) 113.00% 3.90%
NBL $37.38 5.93 6.30 8.00 $47.44 26.93% 41.00% 2,253 1.9 0.0 -20.00% 1.40%
TMBR $21.63 2.92 7.41 8.00 $23.36 8.02% 15.00% 603 1.9 (0.2) 34.00% 3.80%
CRZO $6.06 0.80 7.58 8.00 $6.40 5.57% 43.76% 90 3.0 0.0 51.00% 35.20%
SGY $57.94 7.44 7.79 8.00 $59.52 2.73% 26.39% 1,082 1.4 (0.1) 2.54% 4.30%
BRR $38.00 4.72 8.05 8.00 $37.76 -0.63% 50.85% 1,250 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% -2.10%
CPE $15.00 1.53 9.77 8.00 $12.28 -18.15% 44.48% 185 1.3 0.0 -11.98% 7.00%
PQUE $2.75 0.28 9.82 8.00 $2.24 -18.55% 21.61% 66 1.0 0.0 60.00% 9.90%
OIL $31.88 2.77 11.50 8.00 $22.18 -30.41% 44.74% 1,864 1.9 (0.2) -18.83% 11.00%
PENG $37.50 3.20 11.72 8.00 $25.60 -31.72% 0.00% 319 1.8 0.0 27.00% 3.60%
APC $52.69 3.91 13.49 8.00 $31.25 -40.70% 50.00% 6,744 1.6 0.1 2.00% 4.00%
MMR $14.19 0.96 14.83 8.00 $7.65 -46.05% 33.96% 177 2.5 (0.5) -7.45% 0.10%

Average 3.81 5.15 135.65% 53.15% 1,245 1.8 (0.01) 10.40% 1.94%

Jim



To: BigBull who wrote (67761)6/6/2000 11:09:00 PM
From: Jane4IceCream  Read Replies (1) | Respond to of 95453
 
Thanks Bull!

I like MDR but worry if the extra curricular activity is keeping the share price down current. Think this one has room to run though.

Jane