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To: Craig C who wrote (67997)6/10/2000 11:58:00 AM
From: que seria  Read Replies (1) | Respond to of 95453
 
O/T--This may explain Slider's absence:

(AP)Chicago: A Chicago area man, found last night on State Street, was admitted today to the Sisters of Charity of the Blessed Virgin Hospital for what doctors described as an extraordinary case of ankle contractures from extreme scarring. Although somewhat incoherent from pain and the contents of an open bottle of Chateaux Margaux '86, he seemed to say that he had been savaged by a pack of Chihuahuas on roller blades. Police are looking into the man's complaint that the dogs, after biting him and urinating on his shoes, skated off with his briefcase.

The man declined to give his name or an interview, other than to say that as a former state track champion, he could easily have run down the dogs were he not hobbled by the scar tissue. Police found the man sane if unusual, and allowed him to retain his dart set, with which he was practicing on a Princess Diana cover of People magazine as this reporter left the hospital.



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%