To: Craig C who wrote (67997 ) 6/10/2000 7:41:00 PM From: jim_p Read Replies (1) | Respond to of 95453
Craig C, I've added both Renassance and Crestar Energy to the review list. The stock prices are as of Thursday except the two additions, and the exchange rate used was rounded to .68. All of the Canadian companies on the list (CRS, RES, TLM, GOU and GRL)compair very well with US energy companies. Do they historically trade at lower multiples of DCFPS, or are there better values in Canada today? I've been told by Peters and Co. several years ago that the Canadian energy stocks tend to trade at lower lows at the bottom of the cycle but also at higher highs at the upper end of the cycle than energy stocks in the states? TLM has a good looking chart. I bought it at $32.00 last week. 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% CRS.TO $15.34 6.09 2.52 8.00 $48.74 217.68% 53.65% 862 1.3 0.1 -7.00% n/a RES.TO $10.02 3.70 2.71 8.00 $29.59 195.45% 31.45% 1,583 2.4 0.4 5.00% n/a 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.TO $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.TO $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 3.75 5.00 139.48% 53.49% 1,208 1.7 (0.00) 10.03% 1.70%