To: Roebear who wrote (68190 ) 6/14/2000 10:01:00 AM From: jim_p Respond to of 95453
Update oil and gas review list as of 6/14/2000 . Changes in analyst rating from last week are as follows: Upgrades: BOG 1.50 to 1.30 OEI 1.50 to 1.40 XTO 1.70 to 1.60 THX 1.90 to 1.80 APA 1.70 to 1.60 EOG 1.50 to 1.40 FST 1.80 to 1.70 SFY 1.80 to 1.70 DVN 1.30 to 1.20 NBL 1.90 to 1.80 NFX 1.80 to 1.60 Downgrades: AXAS 1.70 to 1.80 POG 1.40 TO 1.60 KMG 2.00 TO 2.10 BRR 1.70 TO 1.80 PENG 1.80 TO 2.0 In addition, I've updated the changes in institutional ownership and added a column showing the percentage change from last week. Positive changes greater than 1% were: CRK 5.40% OIL 3.60% TEXP 2.20% PLX 2.10% NBL 1.90% EEX 1.60% THX 1.10% Negative changes greater than 1%: CRZO -36.00% BSNX -6.60% CPE -5.90 PZR -3.40% FST -2.00% COG -1.70% KP -1.50% BRR -1.40% MARY -1.30% DVN -1.20% XTO -1.00% Enjoy, Q-1 Adj Lev Mkt Growth Inst. Percent Finding $ Share DCFPS P/CFPS DCFPS Stock $ % Inc Ltd/Cap Cap Analyst 06/14 Rate Holdings Change Cost 06/14 1Q (X4) Mult CFPS 03/31 $MM Rating +/- 1Q-1Q 06/14 06/06 ($/boe) KCS $1.06 2.82 0.38 8.00 $22.54 2021.11% 195.80% 31 5.0 (1.0) -24.00% -1.20% 0.00% MEXP $1.41 1.24 1.13 8.00 $9.92 605.40% 53.00% 18 3 0.0 -24.00% -5.30% -0.20% PANA $1.60 1.08 1.48 8.00 $8.64 440.00% 121.62% 39 n/a n/a -1.76% -0.07% 0.00% RRC $2.88 2.00 1.44 8.00 $16.00 456.52% 80.48% 113 2.3 0.0 -27.00% -1.7% 0.00% $3.55 WZR $3.31 1.72 1.93 8.00 $13.76 315.40% 68.64% 30 n/a n/a -29.00% 2.50% 0.00% EEX $5.13 2.65 1.93 8.00 $21.20 313.66% 55.00% 153 2.3 0.0 -2.00% -4.60% 1.60% $13.54 TMR $5.31 2.35 2.26 8.00 $18.77 253.28% 91.11% 247 2.1 0.0 15.32% -1.90% 0.00% $5.58 BOG $7.69 3.40 2.26 8.00 $27.20 253.82% 80.71% 240 1.3 0.2 8.00% 0.80% 0.00% $4.53 BELW $9.75 3.72 2.62 8.00 $29.76 205.23% 74.27% 125 1.5 0.0 5.00% -2.50% 0.30% $3.44 CRS.TO $15.78 6.09 2.59 8.00 $48.74 208.97% 53.65% 887 1.3 0.1 -7.00% n/a 0.00% EPEX $3.38 1.19 2.83 8.00 $9.54 182.76% 14.47% 31 1.3 0.0 -27.00% -4.00% 0.00% $10.55 RES.TO $10.47 3.70 2.83 8.00 $29.59 182.60% 31.45% 1,655 2.4 0.4 5.00% n/a 0.00% MHR $4.94 1.72 2.87 8.00 $13.76 178.68% 81.41% 101 1.5 0.0 15.00% 0.60% 0.50% AXAS $1.47 0.48 3.08 8.00 $3.82 160.11% 94.57% 33 n/a n/a -23.16% -2.70% 0.00% $3.15 CHK $5.69 1.88 3.03 8.00 $15.04 164.44% 125.65% 796 1.8 (0.1) 2.00% 4.20% -0.30% $4.02 ROIL $6.44 2.20 2.93 8.00 $17.60 173.40% 38.21% 118 1.3 0.3 39.00% 0.10% -0.30% BNO $3.13 1.00 3.13 8.00 $8.00 156.00% 105.59% 93 n/a n/a -11.80% -1.40% -0.20% GRL $9.13 2.84 3.21 8.00 $22.72 148.99% 26.91% 802 1.5 0.5 3.97% 1.30% 0.20% TLM.TO $35.50 11.16 3.18 8.00 $89.28 151.49% 35.59% 4,906 1.2 0.0 41.00% 3.80% -0.10% DNR $5.88 1.72 3.42 8.00 $13.76 134.21% 64.41% 269 2.3 0.0 24.00% -1.40% 0.10% $1.83 TXLI $35.50 2.00 17.75 8.00 $16.00 -54.93% 35.69% 450 2.0 0.0 64.00% -0.70% 0.00% CRK $7.88 2.30 3.42 8.00 $18.40 133.65% 65.00% 195 1.8 0.1 -4.00% 3.20% 5.40% $5.34 KP $16.50 4.68 3.53 8.00 $37.44 126.91% 41.29% 201 1.0 0.0 5.29% 6.40% -1.50% GOU.TO $4.88 1.41 3.46 8.00 $11.28 131.38% 60.90% 1,701 1.7 0.0 -12.71% -0.70% 0.00% RGO $5.63 1.52 3.70 8.00 $12.16 116.18% 34.03% 709 1.9 0.0 0.52% -0.90% 0.00% HSE $30.06 7.84 3.83 8.00 $62.72 108.63% 75.00% 516 1.3 0.0 16.00% 5.50% -0.00% $2.95 POG $19.69 5.00 3.94 8.00 $40.00 103.17% 45.59% 428 1.6 (0.2) 15.00% -0.10% 0.60% $1.07 PXD $14.00 3.36 4.17 8.00 $26.88 92.00% 68.00% 1,326 2.1 0.1 -25.00% -3.40% 0.00% $2.21 BEXP $2.69 0.64 4.20 8.00 $5.12 90.51% 91.54% 36 2.0 0.0 4.00% 10.20% -0.20% NEV $20.44 4.92 4.15 8.00 $39.36 92.59% 67.33% 359 1.4 0.0 -5.00% -7.20% 0.00% $1.10 OEI $14.50 3.39 4.28 8.00 $27.12 87.03% 57.00% 2,491 1.4 0.1 22.00% 3.60% 0.50% $5.13 BSNX $17.75 3.80 4.67 8.00 $30.40 71.27% 16.00% 322 2.1 0.0 16.00% -1.80% -6.00% $6.83 XTO $20.94 4.60 4.55 8.00 $36.80 75.76% 77.00% 831 1.6 0.1 17.00% -2.80% -1.00% $4.23 SFS $12.69 2.68 4.73 8.00 $21.44 68.99% 49.00% 1,993 1.4 0.1 63.00% 0.70% 0.10% $6.56 CWEI $29.63 6.15 4.82 8.00 $49.22 66.14% 33.83% 272 2 0.0 15.50% 0.80% 0.20% THX $24.13 5.04 4.79 8.00 $40.32 67.13% 48.00% 652 1.8 0.1 20.00% 0.70% 1.10% $6.52 VPI $21.88 4.73 4.62 8.00 $37.84 72.98% 52.45% 1,395 1.3 (0.1) 19.00% 2.00% 0.00% $1.18 PLX $16.00 3.23 4.96 8.00 $25.82 61.35% 91.14% 473 1.8 0.2 11.43% -0.90% 2.10% $0.68 PPP $23.13 4.56 5.07 8.00 $36.48 57.75% 57.00% 1,006 2.0 0.1 44.00% 3.40% -0.10% MARY $36.63 7.12 5.14 8.00 $56.96 55.52% 6.67% 504 1.2 0.1 76.00% -1.00% -1.30% $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% -1.50% 2.20% KWK $6.88 1.33 5.15 8.00 $10.67 55.23% 76.95% 127 1.5 0.1 43.65% 9.80% -0.20% KMG $60.69 11.52 5.27 8.00 $92.16 51.86% 59.00% 5,530 2.1 (0.1) 10.00% 11.10% 0.70% APA $56.81 10.59 5.36 8.00 $84.72 49.12% 41.00% 6,695 1.6 0.1 43.00% 3.50% -0.10% $5.94 BR $42.00 7.64 5.50 8.00 $61.12 45.52% 45.00% 9,647 1.6 (0.1) 4.00% 3.20% 0.50% $4.22 EOG $33.25 5.65 5.88 8.00 $45.20 35.94% 45.00% 3,645 1.4 0.1 5.00% -2.50% 0.90% $4.86 COG $23.25 3.96 5.87 8.00 $31.68 36.26% 28.67% 577 1.8 0.0 -6.00% -1.00% -1.70% $5.49 PRZ $26.00 4.45 5.85 8.00 $35.57 36.79% 67.87% 379 n/a 0.0 n/a 0.00% -3.40% LD $33.06 5.40 6.12 8.00 $43.21 30.70% 53.57% 1,349 1.7 0.1 5.05% 4.80% -0.90% $4.23 FST $15.19 2.50 6.09 8.00 $19.96 31.44% 54.52% 816 1.7 0.1 -14.00% -5.60% -2.00% SFY $28.13 4.52 6.22 8.00 $36.16 28.57% 40.45% 586 1.7 0.1 -9.00% 1.00% 0.00% $7.40 ESNJ $3.88 0.58 6.71 8.00 $4.62 19.28% 30.91% 75 1 1.0 n/a 3.40% 0.00% DVN $59.75 9.23 6.47 8.00 $73.82 23.55% 43.09% 5,151 1.2 0.1 113.00% 2.70% -1.20% $5.20 NBL $37.81 5.93 6.38 8.00 $47.44 25.46% 41.00% 2,253 1.8 0.1 -20.00% 3.30% 1.90% $2.13 NFX $41.00 6.00 6.83 8.00 $48.00 17.07% 36.36% 1,756 1.6 0.2 16.60% -0.60% 0.40% $6.18 CRZO $6.59 0.80 8.24 8.00 $6.40 -2.94% 43.76% 98 3.0 0.0 51.00% -0.80% -36.00% TMBR $22.63 2.92 7.75 8.00 $23.36 3.25% 15.00% 603 1.9 0.0 34.00% 3.60% -0.20% $4.21 BRR $38.25 4.72 8.10 8.00 $37.76 -1.28% 50.85% 1,258 1.8 (0.1) -28.18% 0.80% -1.40% $3.09 SGY $57.81 7.44 7.77 8.00 $59.52 2.95% 26.39% 1,079 1.4 (0.1) 2.54% 4.30% 0.00% $8.18 EEE $2.00 0.24 8.33 8.00 $1.92 -4.00% 39.98% 212 n/a n/a 23.00% -2.20% -0.10% PQUE $2.81 0.28 10.04 8.00 $2.24 -20.36% 21.61% 68 1.0 0.0 60.00% 9.90% 0.00% CPE $16.06 1.53 10.47 8.00 $12.28 -23.56% 44.48% 198 1.3 0.0 -11.98% 1.10% -5.90% $3.40 OIL $36.00 2.77 12.98 8.00 $22.18 -38.39% 44.74% 2,105 1.9 (0.2) -18.83% 14.60% 3.60% APC $52.19 3.91 13.36 8.00 $31.25 -40.13% 50.00% 6,680 1.6 0.1 2.00% 4.60% 0.60% $4.87 PENG $42.56 3.20 13.30 8.00 $25.60 -39.84% 0.00% 362 2 (0.2) 27.00% 3.20% -0.40% MMR $14.50 0.96 15.16 8.00 $7.65 -47.21% 33.96% 181 2.5 (0.5) -7.45% 0.10% 0.00% Average 3.68 5.34 131.19% 55.09% 1,185 1.8 0.03 10.38% 1.20% -0.66% $4.40