To: Roebear who wrote (68091 ) 6/12/2000 7:34:00 PM From: jim_p Respond to of 95453
Added KWK, it's worth taking a look at. They just doubled the size of the company effective 3/31/00. The debt is on the balance sheet as of 3/31/00, but the DCFPS will not show up until the 2nd quarter. Looks interesting. I bought more TLM and some GRL today. Also added the finding cost for 1999 on most of the companies on the list. Enjoy. Jim $ Share DCFPS P/CFPS DCFPS Stock $ % Inc Ltd/Cap Cap Alaylst 06/05 Rate Holdings Cost 06/12 1Q (X4) Mult CFPS 03/31 $MM Rating +/- 1Q-1Q 06/06 ($/boe) 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 $2.88 2.00 1.44 8.00 $16.00 456.52% 80.48% 113 2.3 0.0 -27.00% -1.7% $3.55 WZR $3.25 1.72 1.89 8.00 $13.76 323.38% 68.64% 29 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% $13.54 TMR $5.19 2.35 2.21 8.00 $18.77 261.79% 91.11% 241 2.1 0.0 15.32% -1.90% $5.58 BOG $7.56 3.40 2.22 8.00 $27.20 259.67% 80.71% 236 1.5 0.0 8.00% 0.80% $4.53 BELW $9.19 3.72 2.47 8.00 $29.76 223.92% 74.27% 125 1.5 0.0 5.00% -2.80% $3.44 CRS.TO $15.84 6.09 2.60 8.00 $48.74 207.68% 53.65% 890 1.3 0.1 -7.00% n/a EPEX $3.25 1.19 2.72 8.00 $9.54 193.63% 14.47% 30 1.3 0.0 -27.00% -4.00% $10.55 RES.TO $10.19 3.70 2.75 8.00 $29.59 190.45% 31.45% 1,610 2.4 0.4 5.00% n/a MHR $4.94 1.72 2.87 8.00 $13.76 178.68% 81.41% 101 1.5 0.0 15.00% 0.10% AXAS $1.38 0.48 2.88 8.00 $3.82 177.71% 94.57% 31 n/a n/a -23.16% -2.70% $3.15 CHK $5.50 1.88 2.93 8.00 $15.04 173.45% 125.65% 770 1.7 0.0 2.00% 4.50% $4.02 ROIL $6.44 2.20 2.93 8.00 $17.60 173.40% 38.21% 118 1.3 0.3 39.00% 0.40% BNO $2.94 1.00 2.94 8.00 $8.00 172.11% 105.59% 87 n/a n/a -11.80% -1.20% GRL $8.81 2.84 3.10 8.00 $22.72 157.82% 26.91% 775 1.5 0.5 3.97% 1.10% TLM.TO $34.75 11.16 3.11 8.00 $89.28 156.92% 35.59% 4,802 1.2 0.0 41.00% 3.90% DNR $5.50 1.72 3.20 8.00 $13.76 150.18% 64.41% 251 2.3 0.0 24.00% -1.50% $1.83 TXLI $6.56 2.00 3.28 8.00 $16.00 143.81% 35.69% 83 2.0 0.0 64.00% -0.70% CRK $7.81 2.30 3.40 8.00 $18.40 135.52% 65.00% 195 1.8 0.1 -4.00% -2.20% $5.34 KP $16.38 4.68 3.50 8.00 $37.44 128.64% 41.29% 200 1.0 0.0 5.29% 7.90% GOU.TO $5.06 1.41 3.59 8.00 $11.28 122.81% 60.90% 1,767 1.7 0.0 -12.71% -0.70% RGO $5.63 1.52 3.70 8.00 $12.16 116.18% 34.03% 709 1.9 0.0 0.52% -0.90% HSE $30.75 7.84 3.92 8.00 $62.72 103.97% 75.00% 516 1.3 0.0 16.00% 5.50% $2.95 POG $19.75 5.00 3.95 8.00 $40.00 102.53% 45.59% 430 1.4 0.0 15.00% -0.70% $1.07 PXD $13.88 3.36 4.13 8.00 $26.88 93.73% 68.00% 1,326 2.1 0.1 -25.00% -3.40% $2.21 BEXP $2.69 0.64 4.20 8.00 $5.12 90.51% 91.54% 36 2.0 0.0 4.00% 10.40% NEV $20.75 4.92 4.22 8.00 $39.36 89.69% 67.33% 365 1.4 0.0 -5.00% -7.20% $1.10 OEI $14.75 3.39 4.35 8.00 $27.12 83.86% 57.00% 2,491 1.5 0.0 22.00% 3.10% $5.13 BSNX $17.25 3.80 4.54 8.00 $30.40 76.23% 16.00% 322 2.1 0.0 16.00% 4.20% $6.83 XTO $21.00 4.60 4.57 8.00 $36.80 75.24% 77.00% 831 1.7 0.0 17.00% -1.80% $4.23 SFS $12.81 2.68 4.78 8.00 $21.44 67.34% 49.00% 1,993 1.4 0.1 63.00% 0.60% $6.56 CWEI $29.63 6.15 4.82 8.00 $49.22 66.14% 33.83% 272 2 0.0 15.50% 0.60% THX $24.19 5.04 4.80 8.00 $40.32 66.70% 48.00% 652 1.9 0.0 20.00% -0.40% $6.52 VPI $22.88 4.73 4.84 8.00 $37.84 65.42% 52.45% 1,459 1.3 (0.1) 19.00% 2.00% $1.18 PLX $15.94 3.23 4.94 8.00 $25.82 61.98% 91.14% 471 1.8 0.2 11.43% -3.00% $0.68 PPP $23.00 4.56 5.04 8.00 $36.48 58.61% 57.00% 1,006 2.0 0.1 44.00% 3.50% MARY $36.56 7.12 5.14 8.00 $56.96 55.79% 6.67% 503 1.2 0.1 76.00% 0.30% $3.25 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% KWK $7.00 1.33 5.25 8.00 $10.67 52.46% 76.95% 129 1.5 0.1 43.65% 10.00% KMG $61.13 11.52 5.31 8.00 $92.16 50.77% 59.00% 5,530 2.0 0.1 10.00% 10.40% APA $57.19 10.59 5.40 8.00 $84.72 48.14% 41.00% 6,695 1.7 0.0 43.00% 3.60% $5.94 BR $42.25 7.64 5.53 8.00 $61.12 44.66% 45.00% 9,647 1.6 (0.1) 4.00% 2.70% $4.22 EOG $32.56 5.65 5.76 8.00 $45.20 38.81% 45.00% 3,645 1.5 0.0 5.00% -3.40% $4.86 COG $23.13 3.96 5.84 8.00 $31.68 36.99% 28.67% 573 1.8 0.0 -6.00% 0.70% $5.49 PRZ $26.25 4.45 5.90 8.00 $35.57 35.49% 67.87% 383 n/a 0.0 n/a 3.40% LD $32.69 5.40 6.05 8.00 $43.21 32.20% 53.57% 1,334 1.7 0.1 5.05% 5.70% $4.23 FST $15.19 2.50 6.09 8.00 $19.96 31.44% 54.52% 816 1.8 (0.1) -14.00% -3.60% SFY $28.25 4.52 6.25 8.00 $36.16 28.00% 40.45% 589 1.8 (0.1) -9.00% 1.00% $7.40 ESNJ $3.69 0.58 6.38 8.00 $4.62 25.35% 30.91% 71 1 0.0 n/a 3.40% DVN $59.19 9.23 6.41 8.00 $73.82 24.73% 43.09% 5,102 1.3 (0.1) 113.00% 3.90% $5.20 NBL $38.63 5.93 6.51 8.00 $47.44 22.82% 41.00% 2,253 1.9 0.0 -20.00% 1.40% $2.13 NFX $40.50 6.00 6.75 8.00 $48.00 18.52% 36.36% 1,735 1.8 (0.1) 16.60% -1.00% $6.18 CRZO $6.03 0.80 7.54 8.00 $6.40 6.11% 43.76% 90 3.0 0.0 51.00% 35.20% TMBR $22.38 2.92 7.66 8.00 $23.36 4.40% 15.00% 603 1.9 (0.2) 34.00% 3.80% $4.21 BRR $36.75 4.72 7.79 8.00 $37.76 2.75% 50.85% 1,209 1.7 0.1 -28.18% 2.20% $3.09 SGY $58.00 7.44 7.80 8.00 $59.52 2.62% 26.39% 1,083 1.4 (0.1) 2.54% 4.30% $8.18 EEE $2.03 0.24 8.46 8.00 $1.92 -5.48% 39.98% 215 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 $15.94 1.53 10.38 8.00 $12.28 -22.96% 44.48% 197 1.3 0.0 -11.98% 7.00% $3.40 OIL $34.00 2.77 12.26 8.00 $22.18 -34.76% 44.74% 1,988 1.9 (0.2) -18.83% 11.00% APC $51.56 3.91 13.20 8.00 $31.25 -39.40% 50.00% 6,600 1.6 0.1 2.00% 4.00% $4.87 PENG $43.75 3.20 13.67 8.00 $25.60 -41.48% 0.00% 372 1.8 0.0 27.00% 3.60% MMR $14.50 0.96 15.16 8.00 $7.65 -47.21% 33.96% 181 2.5 (0.5) -7.45% 0.10% Average 3.72 5.13 130.12% 54.07% 1,191 1.7 (0.00) 10.58% 1.90% $4.40