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

To: BigBull who wrote (68025)	6/12/2000 8:35:00 AM
From: stevedhu	Respond to of 95453

BigBull, Oil trading up .67 overnight to $30.87. Take Care Steve

To: BigBull who wrote (68025)	6/12/2000 9:01:00 AM
From: jim_p	Read Replies (1) \| Respond to of 95453

BigBull, there are lots of good E & P companies that are still under valued and are still going up. Take a look at CRS.TO, ROIL, TLM, KP, POG, OEI and HSE to name a few. Most of these stocks can still double from here before the cycle is over. Only one addition, Prize Energy (PRZ), it seems fully priced for a new company. Q-1 Adj Lev Mkt Growth Inst. $ Share DCFPS P/CFPS DCFPS Stock $ % Inc Ltd/Cap Cap Alaylst 06/05 Rate Holdings 06/12 1Q (X4) Mult CFPS 03/31 $MM Rating +/- 1Q-1Q 06/06 KCS $1.06 2.82 0.38 8.00 $22.54 2021.11% 195.80% 31 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% -5.10% RRC $2.81 2.00 1.41 8.00 $16.00 468.89% 80.48% 110 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 $5.06 2.35 2.16 8.00 $18.77 270.73% 91.11% 235 2.1 0.0 15.32% -1.90% BOG $7.69 3.40 2.26 8.00 $27.20 253.82% 80.71% 240 1.5 0.0 8.00% 0.80% BELW $8.88 3.72 2.39 8.00 $29.76 235.32% 74.27% 125 1.5 0.0 5.00% -2.80% CRS.TO $15.57 6.09 2.56 8.00 $48.74 213.01% 53.65% 875 1.3 0.1 -7.00% n/a EPEX $3.13 1.19 2.62 8.00 $9.54 205.38% 14.47% 29 1.3 0.0 -27.00% -4.00% RES.TO $10.17 3.70 2.75 8.00 $29.59 191.10% 31.45% 1,606 2.4 0.4 5.00% n/a MHR $4.81 1.72 2.80 8.00 $13.76 185.92% 81.41% 99 1.5 0.0 15.00% 0.10% BNO $2.81 1.00 2.81 8.00 $8.00 184.44% 105.59% 84 n/a n/a -11.80% -1.20% CHK $5.31 1.88 2.83 8.00 $15.04 183.11% 125.65% 744 1.7 0.0 2.00% 4.50% AXAS $1.38 0.48 2.88 8.00 $3.82 177.71% 94.57% 31 n/a n/a -23.16% -2.70% ROIL $6.44 2.20 2.93 8.00 $17.60 173.40% 38.21% 118 1.3 0.3 39.00% 0.40% TLM.TO $33.88 11.16 3.04 8.00 $89.28 163.56% 35.59% 4,682 1.2 0.0 41.00% 3.90% GRL $8.81 2.84 3.10 8.00 $22.72 157.82% 26.91% 775 1.5 0.5 3.97% 1.10% DNR $5.44 1.72 3.16 8.00 $13.76 153.06% 64.41% 249 2.3 0.0 24.00% -1.50% 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% GOU.TO $4.81 1.41 3.41 8.00 $11.28 134.39% 60.90% 1,680 1.7 0.0 -12.71% -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 $5.75 1.52 3.78 8.00 $12.16 111.48% 34.03% 725 1.9 0.0 0.52% -0.90% BEXP $2.44 0.64 3.81 8.00 $5.12 110.05% 91.54% 32 2.0 0.0 4.00% 10.40% POG $19.19 5.00 3.84 8.00 $40.00 108.47% 45.59% 417 1.4 0.0 15.00% -0.70% HSE $30.88 7.84 3.94 8.00 $62.72 103.14% 75.00% 516 1.3 0.0 16.00% 5.50% PXD $13.56 3.36 4.04 8.00 $26.88 98.19% 68.00% 1,326 2.1 0.1 -25.00% -3.40% NEV $20.47 4.92 4.16 8.00 $39.36 92.29% 67.33% 360 1.4 0.0 -5.00% -7.20% OEI $14.06 3.39 4.15 8.00 $27.12 92.85% 57.00% 2,491 1.5 0.0 22.00% 3.10% BSNX $16.50 3.80 4.34 8.00 $30.40 84.24% 16.00% 322 2.1 0.0 16.00% 4.20% XTO $20.50 4.60 4.46 8.00 $36.80 79.51% 77.00% 831 1.7 0.0 17.00% -1.80% CWEI $27.75 6.15 4.51 8.00 $49.22 77.36% 33.83% 255 2 0.0 15.50% 0.60% SFS $12.69 2.68 4.73 8.00 $21.44 68.99% 49.00% 1,993 1.4 0.1 63.00% 0.60% THX $23.88 5.04 4.74 8.00 $40.32 68.88% 48.00% 652 1.9 0.0 20.00% -0.40% VPI $22.75 4.73 4.81 8.00 $37.84 66.32% 52.45% 1,451 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% 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% MARY $36.50 7.12 5.13 8.00 $56.96 56.05% 6.67% 502 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% APA $55.50 10.59 5.24 8.00 $84.72 52.65% 41.00% 6,695 1.7 0.0 43.00% 3.60% KMG $60.56 11.52 5.26 8.00 $92.16 52.17% 59.00% 5,530 2.0 0.1 10.00% 10.40% BR $41.50 7.64 5.43 8.00 $61.12 47.28% 45.00% 9,647 1.6 (0.1) 4.00% 2.70% EOG $31.69 5.65 5.61 8.00 $45.20 42.64% 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% PRZ $25.69 4.45 5.78 8.00 $35.57 38.46% 67.87% 375 n/a 0.0 n/a 3.40% LD $31.81 5.40 5.89 8.00 $43.21 35.83% 53.57% 1,298 1.7 0.1 5.05% 5.70% SFY $26.88 4.52 5.95 8.00 $36.16 34.55% 40.45% 560 1.8 (0.1) -9.00% 1.00% ESNJ $3.50 0.58 6.06 8.00 $4.62 32.06% 30.91% 67 1 0.0 n/a 3.40% FST $15.19 2.50 6.09 8.00 $19.96 31.44% 54.52% 816 1.8 (0.1) -14.00% -3.60% DVN $58.63 9.23 6.35 8.00 $73.82 25.92% 43.09% 5,054 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 $40.19 6.00 6.70 8.00 $48.00 19.44% 36.36% 1,722 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 $6.06 0.80 7.58 8.00 $6.40 5.57% 43.76% 90 3.0 0.0 51.00% 35.20% BRR $36.19 4.72 7.67 8.00 $37.76 4.35% 50.85% 1,190 1.7 0.1 -28.18% 2.20% SGY $58.38 7.44 7.85 8.00 $59.52 1.96% 26.39% 1,090 1.4 (0.1) 2.54% 4.30% EEE $2.06 0.24 8.59 8.00 $1.92 -6.91% 39.98% 219 n/a n/a 23.00% -2.10% PQUE $2.66 0.28 9.49 8.00 $2.24 -15.67% 21.61% 64 1.0 0.0 60.00% 9.90% CPE $15.25 1.53 9.94 8.00 $12.28 -19.49% 44.48% 188 1.3 0.0 -11.98% 7.00% OIL $32.44 2.77 11.70 8.00 $22.18 -31.62% 44.74% 1,897 1.9 (0.2) -18.83% 11.00% APC $50.69 3.91 12.98 8.00 $31.25 -38.36% 50.00% 6,488 1.6 0.1 2.00% 4.00% PENG $43.00 3.20 13.44 8.00 $25.60 -40.45% 0.00% 365 1.8 0.0 27.00% 3.60% MMR $14.25 0.96 14.89 8.00 $7.65 -46.29% 33.96% 178 2.5 (0.5) -7.45% 0.10% Average 3.76 5.02 137.97% 53.71% 1,196 1.7 (0.00) 10.03% 1.76% Jim

To: BigBull who wrote (68025)	6/12/2000 9:59:00 AM
From: Roebear	Read Replies (1) \| Respond to of 95453

BigBull, Don't have any E&P's to recommend at this point, more a measure of how busy last week was for moi than anything else though. I too lightened up a bit last week, am playing catch up here trying to figure which way the numerous triangles and flags on the indexes and many stocks would break. It's Monday, so I should just ease my brain a bit and watch! I don't know if this was posted, apologies if it was: quote.bloomberg.com As far as TESOF goes, see ya 12 and 20, Roebear

To: BigBull who wrote (68025)	6/12/2000 3:39:00 PM
From: Telemarker	Read Replies (2) \| Respond to of 95453

BigBull, strong choice on UCL!! Sure don't want to talk you into buying anything. Tough call to name just three, as I'm a big fan of diversification. Also, the charts may make some issues appear to be in the stratosphere, but as stated, I don't take investment advice from the charts and I don't consider 3-4X cfps to be stratospheric. Don't pay as much attention to insider buying as I should. I will, however, take notice if insiders start to unload. So, putting the tiny caps aside and overlooking your insider buying requirements, I view TLM, GRL and MRO as strong buys here (as well as UCL), although I admit to having some trouble analyzing the mini-majors/refiners. For sure, there are warts on almost all the energy plays here. TLM - bad press for operating in Sudan. GRL - Indonesia. MRO - confusing tracking stock structure. If natural gas can hold at or above $3.00-$3.50 for a sustained period of time here, CHK is my favorite leveraged (OK, overleveraged)natgas play. At any rate, it deserves a look from industry followers, IMO (as does EEE). Still see lots of 2-3 baggers lurking about amongst the tiny-caps. My contest picks of EEX, EEE, CHK, ROIL and KWK to name a few. Sure there's downside risk, but with the potential I see..... Haven't seen any discussion of KWK on this board. Anyone done any analysis regarding the impact of the recent acquisition of Michigan properties? Accretion from this acquisition will begin to help earnings in Q2'00, per management. Too bad CRZO has already been a 4 bagger for me, or I'd be going on about it too. I Enjoy you posts, BigBull. Thanks.