Four more companies have been updated, bring the total to 55 out of 66, and prices are as of the close of business today.
I've also updated the leverage on a number of the companies, which is not always available until the 10Q is filed.
The headings are as follows:
1. Stock price
2. 1Q or 1H annualized cash flow
3. Price/DCFPS
4. DCFPS times 6
5. Adjusted stock price using 6X cash flow
6. % increase or decrease in stock price
7. Leverage
8. Market Cap
9. Analyst rating as of 8/8/2000
10. Change in rating since 7/28/2000
11. 2Q 2000 vs. 2Q 1999 production growth
12. 1Q 2000 vs. 2Q 20000 production growth
13. Net change in Institutional ownership as of 7/28/2000.
14. Change in net institutional ownership from 7/18 vs. 7/28
15. 1999 finding cost per $BOE
16. Percent of current production is NG.
Jim
KCS $1.38 3.40 0.40 6.00 $20.40 1383% 151.02% 40 0.00 0.00 -14.29% -2.33% -1.20% 0.00% 81.17% -1.20% 12,948 12,647 25,595 MEXP $1.50 1.24 1.21 6.00 $7.44 396.00% 53.00% 19 3.00 0.00 -24.00% -5.30% 0.00% -5.30% PANA $2.25 1.44 1.56 6.00 $8.64 284.00% 96.87% 0 n/a n/a 15.39% -13.34% -0.07% 0.00% 62.91% -0.07% 4,680,606 5,401,088 4,680,606 10,081,694 WZR $2.94 1.72 1.71 6.00 $10.32 251.26% 68.64% 26 n/a n/a -29.00% 2.70% 0.20% 2.50% RRC $3.75 1.94 1.93 6.00 $11.64 210.40% 77.57% 150 1.86 -0.14 -24.00% 0.67% -4.2% -2.60% $3.55 73.40% -1.6% 17,985,877 13,658,827 13,750,373 27,409,200 TMR $5.13 2.56 2.00 6.00 $15.36 199.71% 81.80% 239 2.29 0.00 9.00% -5.02% -1.40% 0.50% $5.58 55.00% -1.90% 14,347 13,627 27,974 EEX $5.38 2.62 2.05 6.00 $15.70 192.09% 60.28% 231 1.86 -0.14 -1.64% -6.64% 4.10% 8.60% $13.54 77.05% -4.50% 19,222 17,946 37,168 BNO $2.06 0.90 2.29 6.00 $5.40 161.75% 105.67% 61 0.00 0.00 -7.33% 1.39% -0.70% 0.60% 99.87% -1.30% 2,232 2,263 4,495 BELW $8.88 3.72 2.39 6.00 $22.32 151.49% 74.27% 123 1.67 0.00 5.00% -3.30% -0.80% $3.44 -2.50% BOG $8.44 3.12 2.70 6.00 $18.72 121.85% 80.71% 262 1.25 -0.08 11.00% 4.43% 1.10% 0.30% $4.53 62.88% 0.80% 16,209 16,927 33,136 ROIL $6.56 2.42 2.7 6.00 $14.52 121.24% 31.81% 141 1.33 0.16 21.00% 4.00% 0.30% 0.20% 62.24% 0.10% 4.90 5.10 10.00 EPEX $2.94 1.06 2.77 6.00 $6.36 116.47% 14.47% 27 1.25 0.00 20.37% 15.53% -4.00% 0.00% $10.55 79.22% -4.00% 1,391 1,607 2,998 GRL $8.63 2.92 3.0 6.00 $17.52 103.13% 22.04% 758 1.50 -0.17 -2.90% 0.42% 0.70% -0.60% 57.08% 1.30% 4,414 4,286 4,304 8,590 TLM $32.94 11.11 2.96 6.00 $66.66 102.38% 37.66% 4,542 1.10 0.00 43.00% 1.47% 2.90% -0.90% 39.28% 3.80% 26,026 37,219 37765 74,984 DNR $5.75 1.78 3.2 6.00 $10.68 85.74% 60.20% 263 2.00 -0.25 22.00% 2.00% -1.40% 0.00% $1.83 24.37% -1.40% GOU $5.06 1.56 3.2 6.00 $9.38 85.34% 60.23% 1,770 1.64 0.00 -17.85% 2.95% -0.50% 0.20% 43.09% -0.70% 14,278 11,730 12,076 23,806 MHR $6.06 1.85 3.28 6.00 $11.10 83.08% 82.92% 123 1.33 -0.17 7.00% -5.50% 0.60% 0.00% 70.58% 0.60% 1,782,114 1,807,667 1,728,365 3,536,033 PLX $16.50 4.98 3.3 6.00 $29.88 81.09% 92.31% 297 2.00 0.25 18.13% 6.94% -5.20% -3.50% $0.68 95.00% -1.70% 1,931 2133 2281 4414 KWK $7.75 2.33 3.32 6.00 $14.01 80.73% 76.95% 142 1.40 0.00 43.65% 10.10% 0.30% 9.80% KP $17.00 5.02 3.4 6.00 $30.12 77.18% 38.41% 197 1.00 -0.33 2.82% -5.51% 6.90% 0.50% 60.80% 6.40% 5,324 5,793 5,474 11,267 CRK $8.94 2.60 3.4 6.00 $15.60 74.54% 63.28% 227 1.64 0.00 6.00% -2.60% 2.10% -1.00% $5.34 72.11% 3.10% 9,774 9,526 19,300 TXLI $7.13 1.98 3.6 6.00 $11.88 66.74% 31.53% 47 1.50 0.00 49.71% -1.34% -0.70% 0.00% 42.75% -0.70% 350 524 517 1041 HSE $29.75 8.22 3.6 6.00 $49.32 65.78% 75.74% 581 1.38 0.05 14.00% 3.07% 2.60% -2.00% $2.95 79.35% 4.60% OXY $20.31 5.56 3.65 6.00 $33.38 64.35% 64.48% 7,488 2.19 0.00 13.00% 45.45% 0.70% 1.20% 38.30% -0.50% 3,384 3,488 6,872 SFS $11.38 3.06 3.7 6.00 $18.36 61.41% 48.05% 2,074 1.48 0.00 35.29% 2.68% -1.00% -1.70% $6.56 52.00% 0.70% 10,674 10,966 21,640 POG $19.50 5.18 3.8 6.00 $31.08 59.38% 43.66% 331 1.50 0.00 8.00% -3.00% 3.10% 3.20% $1.07 77.00% -0.10% 9 11 12 23 NEV $16.81 4.46 3.8 6.00 $26.76 59.16% 68.37% 296 1.71 0.00 -4.61% -2.53% -2.40% 4.70% $1.10 14.18% -7.10% 5,028,842 4,921,462 4,796,974 9,718,436 PXD $12.81 3.40 3.8 6.00 $20.39 59.16% 67.88% 1,277 2.09 -0.04 -23.57% 2.74% 0.60% 4.00% $2.21 47.24% -3.40% 32,032 46,592 78,624 CHK $6.69 1.76 3.80 6.00 $10.56 57.89% 125.65% 792 1.50 0.00 1.63% 0.54% 4.30% 1.20% $4.02 86.00% 3.10% 10,660 10,288 20,948 AOG $39.13 10.02 3.9 6.00 $60.12 53.66% 44.80% 5,579 n/a n/a 14.00% 1.00% 0.00% 0.10% 77.93% -0.10% 6 7 7 BEXP $2.03 0.52 3.9 6.00 $3.12 53.62% 94.42% 34 2.00 0.00 2.20% 3.13% 10.20% 0.00% 66.00% 10.20% 1548 1534 1582 3116 OEI $13.50 3.39 4.0 6.00 $20.35 50.74% 55.00% 339 1.39 -0.13 -28.00% -10.00% 7.50% 4.20% $5.13 50.00% 3.30% KMG $59.00 14.27 4.1 6.00 $85.63 45.13% 56.70% 5,554 1.97 0.06 10.67% -1.57% 9.00% -1.90% 31.54% 10.90% 24,827 27,476 27,045 54,521 VPI $19.75 4.74 4.2 6.00 $28.44 44.00% 48.85% 1,234 1.28 0.00 19.19% 5.23% 2.80% 0.80% $1.18 31.14% 2.00% 5,571 6,640 6,987 13,627 BSNX $16.63 3.96 4.2 6.00 $23.76 42.92% 16.00% 308 2.14 -0.09 -25.00% -12.00% -2.10% 0.30% $6.83 76.00% -2.40% 7,909,447 6,924,645 14,834,092 XTO $20.63 4.82 4.3 6.00 $28.92 40.22% 77.89% 950 1.50 0.00 -3.02% -4.59% -0.70% 2.10% $4.23 92.00% -2.80% 14,937,195 12,958,946 11,666,200 24,625,146 THX $23.19 5.40 4.3 6.00 $32.40 39.73% 46.09% 676 1.88 0.00 11.00% 0.20% 0.40% -0.10% $6.52 97.31% 0.50% 481 506 507 1,013 UCL $32.56 7.26 4.49 6.00 $43.56 33.77% 54.47% 7,908 1.66 -0.09 5.20% 0.20% -1.10% 0.10% 65.48% -1.20% 17,648,540 22,256,325 22,391,005 44,647,330 CID $19.13 4.02 4.8 6.00 $24.12 26.12% 5.13% 310 1.14 -0.11 -11.79% -5.10% -1.10% 0.00% 73.49% -1.10% 8,490 7489.3 7107.1 14596.4 MARY $37.88 7.92 4.8 6.00 $47.52 25.47% 6.08% 529 1.25 -0.02 78.25% 3.86% -0.50% 0.50% $3.25 73.50% -1.00% 12491 12973 25464 SFY $25.38 5.28 4.8 6.00 $31.68 24.85% 40.45% 530 1.62 0.00 2.00% 2.77% -1.90% -2.30% $7.40 64.00% 0.40% 10,554 10,519 10,810 21,329 PPP $21.81 4.49 4.9 6.00 $26.92 23.43% 55.05% 881 1.94 -0.12 68.22% -2.25% 3.70% 0.30% 97.31% 3.40% APA $56.75 11.36 5.0 6.00 $68.16 20.11% 43.00% 6,453 1.66 0.03 26.00% 0.61% 3.80% 0.30% $5.94 50.00% 3.50% ESNJ $2.94 0.58 5.1 6.00 $3.47 17.99% 30.91% 55 1.00 0.00 n/a 3.40% 0.00% 3.40% COG $17.63 3.42 5.2 6.00 $20.52 16.43% 53.78% 440 1.83 0.00 -7.12% -4.00% -0.60% 0.50% $5.49 92.00% -1.10% 17 16 32 FST $13.50 2.61 5.2 6.00 $15.64 15.87% 49.96% 723 1.65 0.00 -14.00% 1.92% -7.20% -1.60% 70.73% -5.60% 45 45 90 EOG $34.19 6.58 5.2 6.00 $39.45 15.40% 45.00% 4,012 1.38 -0.05 -8.15% -3.88% -3.10% -0.40% $4.86 99.00% -2.70% 502,502 482,992 985,494 AXAS $2.50 0.48 5.24 6.00 $2.86 14.55% 94.57% 0 3.00 0.00 -23.16% 6.30% -1.40% $3.15 7.70% 118,764 114,396 233,160 BR $36.88 6.94 5.3 6.00 $41.64 12.92% 45.00% 7,939 1.62 0.10 2.00% -7.00% 4.20% 1.10% $4.22 93.00% 3.10% CWEI $34.94 6.53 5.4 6.00 $39.16 12.10% 29.62% 321 2.33 0.00 18.04% 32.28% 0.50% -0.30% 37.55% 0.80% 643 759 1,004 1,763 LD $31.06 5.73 5.4 6.00 $34.36 10.62% 59.09% 1,261 1.72 -0.14 4.00% 2.30% 5.80% 0.30% $4.23 87.27% 5.50% 31,782 32,513 64,295 NBL $33.31 5.93 5.6 6.00 $35.58 6.81% 41.00% 1,856 1.65 0.00 -20.00% 3.20% 1.90% $2.13 1.30% DVN $51.94 9.23 5.6 6.00 $55.37 6.60% 45.06% 4,498 1.26 0.03 111.00% 1.06% 2.00% -0.20% $5.20 2.20% 31 35 66 NFX $36.94 6.50 5.7 6.00 $39.00 5.58% 32.66% 1,569 1.63 0.00 21.00% 12.00% 3.00% 3.40% $6.18 77.00% -0.40% 4,522 7,341,607 7,176,381 14,517,988 BRR $30.94 5.42 5.7 6.00 $32.52 5.11% 50.52% 1,009 1.58 -0.19 14.00% -2.65% 2.30% 1.40% $3.09 95.00% 0.90% 25,272 30,186 29,386 59,572 PRZ $22.13 3.56 6.2 6.00 $21.36 -3.46% 66.04% 294 1.00 0.00 n/a 14.90% 0.00% 0.00% 51.11% 0.00% 1,691 1,943 3,634 SGY $56.81 8.48 6.7 6.00 $50.88 -10.44% 27.63% 408 1.35 0.04 12.00% 7.00% 0.20% -1.80% $8.18 67.73% 2.00% TMBR $22.44 2.92 7.7 6.00 $17.52 -21.92% 15.00% 80 1.78 -0.10 34.00% 2.30% -0.70% $4.21 3.00% PQUE $2.50 0.32 7.8 6.00 $1.92 -23.20% 21.61% 33 1.00 0.00 52.00% -0.39% 10.10% 0.20% n/a 9.90% 1,037,000 1,033,000 2,070,000 EEE $2.00 0.24 8.3 6.00 $1.44 -28.00% 39.98% 263 n/a n/a 23.00% -1.90% 0.30% -2.20% CRZO $7.88 0.80 9.8 6.00 $4.80 -39.05% 43.76% 134 3.00 0.00 69.00% 7.00% -0.80% 0.00% 80.00% -0.80% CPE $15.25 1.53 9.9 6.00 $9.21 -39.62% 44.48% 187 1.10 0.02 8.22% n/a 0.30% -0.80% $3.40 90.00% 1.10% PENG $36.06 3.42 10.5 6.00 $20.51 -43.12% 0.00% 306 2.33 0.00 25.02% 2.75% 3.50% 0.30% 79.07% 3.20% 2,270 2,838 2,916 5,754 APC $54.88 4.75 11.5 6.00 $28.52 -48.03% 50.00% 13,307 1.41 -0.11 15.45% 7.58% 5.50% 1.40% $4.87 70.52% 4.10% 12 13 14 27 MMR $11.69 0.96 12.2 6.00 $5.74 -50.89% 33.96% 143 1.83 0.00 -7.45% 2.20% 2.10% 0.10% OIL $44.00 2.78 15.8 6.00 $16.69 -62.06% 43.73% 1,591 1.88 0.13 -5.31% 9.25% 13.60% 0.00% 0.00% 13.60% 3,183,999 2,759,772 3,015,012 5,774,784 Average 19.30 4.107 4.78 6.00 $24.64 78.04% 53.98% 1,428 1.62 -0.026 10.77% 1.96% 1.46% 0.344% $4.40 65.25% 1.11% |