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


To: Jane4IceCream who wrote (67940)6/9/2000 9:32:00 AM
From: jim_p  Read Replies (1) | Respond to of 95453
 
The new additions to our oil and gas review are Newfield (NFX), Abraxas (AXAS), and Belco (BOG).
One dog, one high flier and one in the middle.

Enjoy.

Q-1 Adj Lev Mkt Growth Inst.
$ Share DCFPS P/CFPS DCFPS Stock $ % Inc Ltd/Cap Cap Alaylst 06/05 Rate Holdings
06/08 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 $1.41 1.24 1.13 8.00 $9.92 605.40% 53.00% 18 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 $3.00 1.72 1.74 8.00 $13.76 358.67% 68.64% 27 n/a n/a -29.00% 2.50%
EEX $5.06 2.65 1.91 8.00 $21.20 318.77% 55.00% 153 2.3 0.0 -2.00% -6.20%
TMR $5.13 2.35 2.18 8.00 $18.77 266.20% 91.11% 238 2.1 0.0 15.32% -1.90%
BOG $7.88 3.40 2.32 8.00 $27.20 245.40% 80.71% 246 1.5 0.0 8.00% 0.80%
BELW $8.81 3.72 2.37 8.00 $29.76 237.70% 74.27% 125 1.5 0.0 5.00% -2.80%
EPEX $2.03 1.19 1.70 8.00 $9.54 369.81% 14.47% 19 1.3 0.0 -27.00% -4.00%
BNO $2.75 1.00 2.75 8.00 $8.00 190.91% 105.59% 82 n/a n/a -11.80% -1.20%
AXAS $1.34 0.48 2.81 8.00 $3.82 184.32% 94.57% 30 n/a n/a -23.16% -2.70%
CHK $5.31 1.88 2.83 8.00 $15.04 183.11% 125.65% 744 1.7 0.0 2.00% 4.50%
ROIL $6.38 2.20 2.90 8.00 $17.60 176.08% 38.21% 118 1.3 0.3 39.00% 0.40%
MHR $5.00 1.72 2.91 8.00 $13.76 175.20% 81.41% 103 1.5 0.0 15.00% 0.10%
TLM $33.19 11.16 2.97 8.00 $89.28 169.02% 35.59% 4,587 1.2 0.0 41.00% 3.90%
DNR $5.31 1.72 3.09 8.00 $13.76 159.01% 64.41% 243 2.3 0.0 24.00% -1.50%
GRL $8.81 2.84 3.10 8.00 $22.72 157.82% 26.91% 775 1.5 0.5 3.97% 1.10%
GOU $4.63 1.41 3.28 8.00 $11.28 143.89% 60.90% 1,614 1.7 0.0 -12.71% -0.70%
CRK $7.44 2.30 3.23 8.00 $18.40 147.39% 65.00% 195 1.8 0.1 -4.00% -2.20%
TXLI $6.50 2.00 3.25 8.00 $16.00 146.15% 35.69% 82 2.0 0.0 64.00% -0.70%
KP $16.00 4.68 3.42 8.00 $37.44 134.00% 41.29% 195 1.0 0.0 5.29% 7.90%
RGO $5.56 1.52 3.66 8.00 $12.16 118.61% 34.03% 701 1.9 0.0 0.52% -0.90%
POG $18.94 5.00 3.79 8.00 $40.00 111.22% 45.59% 412 1.4 0.0 15.00% -0.70%
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 $13.63 3.36 4.06 8.00 $26.88 97.28% 68.00% 1,326 2.1 0.1 -25.00% -3.40%
BSNX $15.44 3.80 4.06 8.00 $30.40 96.92% 16.00% 322 2.1 0.0 16.00% 4.20%
NEV $20.06 4.92 4.08 8.00 $39.36 96.19% 67.33% 353 1.4 0.0 -5.00% -7.20%
HSE $32.38 7.84 4.13 8.00 $62.72 93.73% 75.00% 516 1.3 0.0 16.00% 5.50%
OEI $14.50 3.39 4.28 8.00 $27.12 87.03% 57.00% 2,491 1.5 0.0 22.00% 3.10%
XTO $20.63 4.60 4.48 8.00 $36.80 78.42% 77.00% 831 1.7 0.0 17.00% -1.80%
VPI $22.19 4.73 4.69 8.00 $37.84 70.54% 52.45% 1,415 1.3 (0.1) 19.00% 2.00%
SFS $12.63 2.68 4.71 8.00 $21.44 69.82% 49.00% 1,993 1.4 0.1 63.00% 0.60%
CWEI $29.25 6.15 4.75 8.00 $49.22 68.27% 33.83% 268 2 0.0 15.50% 0.60%
THX $24.25 5.04 4.81 8.00 $40.32 66.27% 48.00% 652 1.9 0.0 20.00% -0.40%
PLX $15.88 3.23 4.92 8.00 $25.82 62.62% 91.14% 469 1.8 0.2 11.43% -3.00%
PPP $22.75 4.56 4.99 8.00 $36.48 60.35% 57.00% 1,006 2.0 0.1 44.00% 3.50%
MARY $36.00 7.12 5.06 8.00 $56.96 58.22% 6.67% 495 1.2 0.1 76.00% 0.30%
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%
KMG $60.69 11.52 5.27 8.00 $92.16 51.86% 59.00% 5,530 2.0 0.1 10.00% 10.40%
APA $56.19 10.59 5.31 8.00 $84.72 50.78% 41.00% 6,695 1.7 0.0 43.00% 3.60%
BR $41.69 7.64 5.46 8.00 $61.12 46.61% 45.00% 9,647 1.6 (0.1) 4.00% 2.70%
SFY $25.63 4.52 5.67 8.00 $36.16 41.11% 40.45% 534 1.8 (0.1) -9.00% 1.00%
EOG $32.19 5.65 5.70 8.00 $45.20 40.43% 45.00% 3,645 1.5 0.0 5.00% -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 $32.00 5.40 5.92 8.00 $43.21 35.04% 53.57% 1,306 1.7 0.1 5.05% 5.70%
ESNJ $3.44 0.58 5.95 8.00 $4.62 34.47% 30.91% 66 1 0.0 n/a 3.40%
FST $15.38 2.50 6.16 8.00 $19.96 29.84% 54.52% 826 1.8 (0.1) -14.00% -3.60%
DVN $59.00 9.23 6.39 8.00 $73.82 25.12% 43.09% 5,086 1.3 (0.1) 113.00% 3.90%
NBL $37.94 5.93 6.40 8.00 $47.44 25.05% 41.00% 2,253 1.9 0.0 -20.00% 1.40%
NFX $40.69 6.00 6.78 8.00 $48.00 17.97% 36.36% 1,743 1.8 (0.1) 16.60% -1.00%
TMBR $21.75 2.92 7.45 8.00 $23.36 7.40% 15.00% 603 1.9 (0.2) 34.00% 3.80%
CRZO $6.00 0.80 7.50 8.00 $6.40 6.67% 43.76% 89 3.0 0.0 51.00% 35.20%
SGY $58.81 7.44 7.90 8.00 $59.52 1.20% 26.39% 1,098 1.4 (0.1) 2.54% 4.30%
BRR $37.63 4.72 7.97 8.00 $37.76 0.36% 50.85% 1,237 1.7 0.1 -28.18% 2.20%
EEE $1.94 0.24 8.07 8.00 $1.92 -0.90% 39.98% 205 n/a n/a 23.00% -2.10%
PQUE $2.69 0.28 9.60 8.00 $2.24 -16.65% 21.61% 65 1.0 0.0 60.00% 9.90%
CPE $15.31 1.53 9.98 8.00 $12.28 -19.82% 44.48% 189 1.3 0.0 -11.98% 7.00%
OIL $33.50 2.77 12.08 8.00 $22.18 -33.79% 44.74% 1,959 1.9 (0.2) -18.83% 11.00%
PENG $41.19 3.20 12.87 8.00 $25.60 -37.83% 0.00% 350 1.8 0.0 27.00% 3.60%
APC $51.06 3.91 13.07 8.00 $31.25 -38.81% 50.00% 6,536 1.6 0.1 2.00% 4.00%
MMR $14.63 0.96 15.29 8.00 $7.65 -47.67% 33.96% 183 2.5 (0.5) -7.45% 0.10%

Average 3.71 5.08 137.28% 53.85% 1,208 1.7 (0.01) 10.41% 1.70%



To: Jane4IceCream who wrote (67940)6/9/2000 10:12:00 AM
From: diana g  Respond to of 95453
 
FLC's activity left me uncomfortable with them. I don't think they handled things well in regard to the Cliff's buy, the deep-water drillship conversions, or their debt.
---I agree they might have the greatest potential of the drillers at this point in time, but I also believe FLC is poorly run, and I prefer not to own it.

Not much mention here of my fav, VRC, which will be a major beneficiary of rig renovation.

regards,
diana