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

To: upanddown who wrote (82505)	12/22/2000 5:15:08 PM
From: jim_p	Respond to of 95453

John, I know them very well. It was a very good choice for them. PEX look very good, it's selling at 3.7 times cash flow, increased production 18.77 in 3Q over 2Q and 4% over 3Q 1999. Leverage is a low 37%, and they are 80% NG. Looks like a home run! Here is how it ranks: 1 2 3 4 5 6 7 8 9 10 11 12 13 14 KCS $3.63 4.39 0.83 6.00 $26.35 627% 149.38% 0 0.00 0.00 -12.12% -7.01% 77.92% MEXP $1.31 1.43 0.92 6.00 $8.56 551.94% 48.36% 18 3.00 0.00 -20.37% -6.71% 81.21% BELW $6.50 4.05 1.60 6.00 $24.32 274.15% 74.13% 91 1.00 -0.67 22.88% 15.44% $3.44 57.67% BNO $1.69 1.04 1.62 6.00 $6.24 269.67% 99.59% 55 0.00 0.00 4.31% 5.88% 0.13% ABP $4.38 2.60 1.68 6.00 $15.62 257.04% 101.53% 99 0.00 0.00 -23.76% -7.02% $3.15 78.01% WZR $4.25 2.51 1.70 6.00 $15.04 253.88% 63.47% 38 n/a n/a -2.31% -4.18% 53.92% PNO $3.19 1.69 1.88 6.00 $10.16 218.70% 99.07% 41 n/a n/a 39.91% 5.54% 69.96% SMOP $4.00 1.84 2.2 6.00 $11.07 176.66% 28.57% 56 n/a n/a -15.00% -0.53% 51.00% KWK $8.25 3.76 2.20 6.00 $22.54 173.20% 74.65% 149 1.20 0.00 61.50% -9.15% 81.13% HHLF $5.00 2.15 2.3 6.00 $12.88 157.60% 28.80% 70 n/a n/a 31.29% 9.80% 0.00% TMR $6.94 2.85 2.43 6.00 $17.13 146.88% 58.32% 373 1.67 -0.46 2.00% -7.19% $5.58 54.55% GRL $8.50 3.11 2.7 6.00 $18.64 119.29% 18.44% 747 1.33 -0.17 -5.98% -2.53% 57.08% NEV $15.63 5.36 2.9 6.00 $32.16 105.82% 69.25% 275 1.73 -0.10 -3.87% 6.97% $1.10 14.18% EEX $4.25 1.43 2.97 6.00 $8.58 101.94% 58.61% 180 1.90 0.00 0.93% -3.06% $13.54 77.81% PLX $18.44 6.01 3.1 6.00 $36.08 95.68% 90.67% 323 1.75 0.00 -7.24% -1.59% $0.68 6.00% TLM $34.75 10.80 3.22 6.00 $64.79 86.45% 37.66% 4,782 -0.01 0.00 36.90% -3.29% 40.05% TXLI $6.75 2.08 3.2 6.00 $12.48 84.89% 16.26% 45 1.00 0.00 47.34% -3.68% 45.58% CWEI $24.50 7.44 3.3 6.00 $44.61 82.09% 29.66% 227 1.67 -0.33 60.59% 2.69% 39.77% OXY $23.75 6.95 3.42 6.00 $41.71 75.64% 56.59% 8,773 2.19 0.11 21.00% -2.54% 24.65% PRZ $17.00 4.77 3.6 6.00 $28.59 68.18% 64.20% 224 1.00 0.00 31.20% 0.72% 60.40% PEX $9.88 2.68 3.7 6.00 $16.08 62.84% 37.64% 86 n/a n/a 4.00% 18.77% 79.77% AOG $43.38 11.72 3.7 6.00 $70.32 62.12% 43.57% 6,420 n/a n/a 14.00% 1.00% 77.93% PXD $17.31 4.53 3.8 6.00 $27.18 56.99% 65.88% 1,758 2.03 0.00 -1.61% 3.34% $2.21 53.02% KMG $62.13 15.97 3.9 6.00 $95.83 54.25% 52.25% 5,860 1.80 -0.12 -2.89% -1.75% 30.50% ROIL $10.25 2.52 4.1 6.00 $15.12 47.54% 45.38% 220 1.33 0.00 22.00% 0.00% 62.59% BOG $9.50 2.32 4.09 6.00 $13.92 46.53% 83.62% 299 1.00 -0.33 8.00% -6.17% $4.53 62.95% VPI $20.25 4.85 4.2 6.00 $29.12 43.80% 45.86% 1,272 1.28 0.00 7.01% 6.58% $1.18 32.36% CRK $12.50 2.93 4.3 6.00 $17.60 40.80% 59.00% 360 1.36 0.00 7.45% -2.46% $5.34 72.11% OEI $15.75 3.68 4.3 6.00 $22.10 40.33% 49.52% 2,094 1.29 -0.01 -15.71% 3.00% $5.13 51.87% CHK $8.50 1.93 4.40 6.00 $11.60 36.47% 104.29% 1,293 1.56 -0.08 3.10% -2.40% $4.02 86.00% DNR $8.69 1.97 4.4 6.00 $11.84 36.28% 55.94% 399 1.67 -0.33 21.00% 4.97% $1.83 25.05% HSE $39.63 8.72 4.5 6.00 $52.32 32.04% 74.03% 712 1.38 -0.05 10.13% -4.23% $2.95 79.07% UCL $36.13 7.83 4.62 6.00 $46.96 29.99% 50.69% 8,777 1.90 0.00 4.07% 0.79% 65.48% PPP $27.25 5.79 4.7 6.00 $34.71 27.39% 52.75% 1,104 1.94 0.11 28.00% 3.51% 47.71% DVN $56.81 11.57 4.9 6.00 $69.41 22.18% 43.01% 4,943 1.24 -0.02 21.00% 54.45% $5.20 59.94% POG $20.13 4.02 5.0 6.00 $24.11 19.80% 42.11% 408 1.70 0.00 7.33% 3.94% $1.07 77.74% GOU $4.63 0.91 5.1 6.00 $5.47 18.26% 57.46% 1,645 1.65 -0.10 -9.76% 30.96% 47.24% NBL $41.19 8.09 5.1 6.00 $48.54 17.85% 38.76% 2,305 1.50 -0.04 -16.24% -3.72% $2.13 72.04% APA $64.13 12.59 5.1 6.00 $75.52 17.77% 35.69% 7,920 1.50 -0.22 25.00% 11.14% $5.94 57.16% BSNX $24.75 4.79 5.2 6.00 $28.73 16.10% 16.27% 458 2.00 -0.23 8.53% -1.05% $6.83 83.25% KP $29.56 5.64 5.2 6.00 $33.84 14.47% 32.78% 367 1.33 0.00 8.00% 7.64% 60.80% OIL $26.00 4.85 5.4 6.00 $29.12 12.00% 42.37% 969 1.68 0.08 -5.21% -2.82% 0.00% THX $31.38 5.75 5.5 6.00 $34.48 9.90% 44.07% 921 1.91 -0.17 6.50% 0.06% $6.52 97.99% NFX $40.50 7.35 5.5 6.00 $44.08 8.84% 25.39% 1,722 1.64 -0.01 28.00% 8.65% $6.18 74.12% MHR $10.00 1.74 5.76 6.00 $10.42 4.24% 80.25% 241 1.38 -0.12 -11.10% -5.88% 72.00% RRC $6.19 1.07 5.81 6.00 $6.39 3.26% 74.83% 288 2.75 0.00 -17.00% 1.37% $3.55 73.40% MARY $28.00 4.79 5.8 6.00 $28.72 2.57% 0.00% 785 1.32 -0.14 82.69% 9.43% $3.25 69.94% LD $38.19 6.48 5.9 6.00 $38.88 1.80% 55.49% 1,651 1.68 -0.12 14.12% 12.28% $4.23 87.47% SFY $33.00 5.56 5.9 6.00 $33.36 1.09% 52.67% 707 1.42 -0.12 -0.08% -2.70% $7.40 66.28% EPEX $7.63 1.27 6.02 6.00 $7.60 -0.33% 4.49% 70 1.33 0.00 -0.26% -5.72% $10.55 82.77% CID $24.63 4.07 6.1 6.00 $24.40 -0.91% 6.58% 397 1.14 0.00 -6.18% 14.04% 73.49% PQUE $3.91 0.64 6.1 6.00 $3.84 -1.69% 2.91% 118 1.00 0.00 37.00% 25.65% 80.25% MMR $10.01 1.63 6.2 6.00 $9.76 -2.50% 66.66% 158 1.83 0.00 -34.13% -24.69% 51.96% SGY $62.44 9.63 6.5 6.00 $57.76 -7.50% 23.58% 186 1.35 0.00 17.00% 5.65% $8.18 70.51% CRZO $8.25 1.25 6.6 6.00 $7.52 -8.85% 35.93% 116 3.00 0.00 77.96% 5.63% 83.34% CPE $14.25 2.15 6.6 6.00 $12.91 -9.41% 44.03% 190 1.07 -0.01 -4.30% -0.61% $3.40 90.00% XTO $26.19 3.93 6.7 6.00 $23.60 -9.88% 74.42% 1,846 1.42 -0.04 14.32% 3.94% $4.23 76.77% BR $49.25 7.35 6.7 6.00 $44.08 -10.50% 40.28% 10,606 1.96 0.02 -7.00% -8.46% $4.22 93.00% EOG $52.00 7.52 6.9 6.00 $45.14 -13.19% 43.09% 6,077 1.52 0.02 9.80% 4.19% $4.86 99.00% BKP.TO $8.70 1.20 7.3 6.00 $7.19 -17.38% 37.98% 877 1.92 0.00 11.00% 3.98% 51.23% COG $27.13 3.60 7.5 6.00 $21.60 -20.37% 54.05% 787 1.96 -0.08 -7.57% 7.55% $5.49 90.64% BEXP $3.44 0.45 7.6 6.00 $2.72 -20.88% 92.09% 55 2.00 0.00 10.00% 15.00% 68.65% FST $30.44 3.80 8.0 6.00 $22.78 -25.15% 47.70% 821 1.54 -0.03 106.73% 2.44% 70.73% BRR $48.75 5.84 8.3 6.00 $35.04 -28.12% 44.95% 1,611 1.67 -0.07 8.00% -2.95% $3.09 95.00% APC $64.90 7.76 8.4 6.00 $46.56 -28.26% 39.19% 16,146 1.52 0.00 243.00% 180.00% $4.87 67.87% TMBR $32.00 3.67 8.7 6.00 $22.00 -31.25% 8.00% 120 1.95 0.01 17.00% 4.61% $4.21 83.65% PENG $30.88 2.78 11.1 6.00 $16.66 -46.05% 0.00% 394 2.33 0.00 27.85% -3.33% 79.07% ESNJ $4.00 0.25 16.2 6.00 $1.48 -63.04% 30.57% 76 1.00 0.00 73.00% 13.00% 84.71% EEE $2.45 0.13 18.4 6.00 $0.80 -67.35% 40.04% 327 n/a n/a -25.00% -14.00% 75.99% Average 21.59 4.461 5.12 6.00 26.76 62.34% 50.22% 1,645 1.60 -0.065 16.23% 1.92% $4.40 64.20%