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Gold/Mining/Energy : Canadian Oil & Gas Companies -- Ignore unavailable to you. Want to Upgrade?

To: Kerm Yerman who wrote (8862)	2/13/2003 3:22:01 AM
From: Kerm Yerman	Read Replies (2) \| Respond to of 24925

Kerm's Tier I Portfolio Material Change I am in the process of reorganizing my holdings in this portfolio to reflect holdings in both Canadian and US securities. The portfolio will be broken down into two parts, Tier IA and Tier 1B. I have inserted Burlington Resources into Tier 1A and have added two companies as of today. Purchased 02/12/03 (US'$) Anadarko Petroleum (N-APC) 200 Shares @ $42.25 Devon Energy (A-DVN) 300 Shares @ $45.30 Canadian Dollar Conversion Rate (US$1=C$1.5287) My timing probably was not at the best, but I wanted to go on record with these companies in my portfolio. I do not anticipate adding to my positions in the near future. For those of you who might want to reference my last Tier I portfolio report, it is the posting that I am replying from. Also, check out the notes to the report - which is I believe the following response number. The portfolio is cash rich and by being inactive over the past nine months - I missed the boat for further gain. I'll be putting a few of these dollars to work this year. TIER IB will consist of the Canadian Securities. Over the near term, I do no anticipate adding any new listings. However, I will be adding to holdings in Encana and Penn West Petroleum.

To: Kerm Yerman who wrote (8862)	2/15/2003 8:52:13 PM
From: Kerm Yerman	Read Replies (8) \| Respond to of 24925

Kerm’s Korner / Tier I Portfolio Report Kerm's Current Tier I Portfolio Progress Report \!/ ~(@ @)~ -------------------------------------o00O(_)O00o-------------------------------- Current Holdings For Week Ending 02/14/03 .oooO ( ) Oooo. -------------------------------------\ (-----( )------------------------------- \_) ) / (_/ -------------------------------------------------------------------------------- TIER I PORTFOLIO ( Purchases ) ( Current Value ) Company Stock On #Of Share Total Share Total Port Names Symbols Date Shares Price Value Price Value Weight US Dollars BURLINGTON RES* N-BR See Note 300 $25.88 $ 7,762.25 $43.58 $ 13,074.00 BURLINGTON RES* N-BR 04/05/02 400 $38.62 $15,450.00 $43.58 $ 17,432.00 Summary Of BR Holdings -- 700 $33.16 $23,212.25 $43.58 $ 30,506.00 ANADARKO PETE N-APC 02/13/03 200 $42.25 $ 8,450.00 $42.88 $ 8,576.00 DEVON ENERGY A-DVN 02/13/O3 300 $45.30 $13,590.00 $46.04 $ 13,812.00 ================================================================================ Conversion to Canadian Dollars Below (US$1.00 = CDN$1.5287) ================================================================================ BURLINGTON RES* N-BR See Note 300 $40.91 $12,273.00 $66.62 $ 19,986.00 BURLINGTON RES* N-BR 04/05/02 400 $61.00 $24,400.00 $66.62 $ 26,648.00 Summary Of BR Holdings 700 $52.39 $36,673.00 $66.62 $ 46,634.00 18.43% ANADARKO PETE N-APC 02/13/03 200 $64.58 $12,916.00 $65.55 $ 13,110.00 5.19% DEVON ENERGY A-DVN 02/13/O3 300 $69.25 $20,775.00 $70.38 $ 21,114.00 8.35% ENCANA CORP. T-ECA See Note 442 $22.40 $ 9,900.00 $47.00 $ 20,774.00 ENCANA CORP. T-ECA 02/14/02 558 $46.25 $25,807.50 $47.00 $ 26,226.00 Summary of EnCana Holdings 1000 $35.71 $35,707.50 $47.00 $ 47,000.00 18.58% NEXEN INC. T-NXY 03/28/99 200 $15.90 $ 3,190.00 $32.05 $ 6,410.00 2.54% PENN WEST PETE T-PWT 05/28/96 200 $ 8.40 $ 1,680.00 $38.25 $ 7,650.00 PENN WEST PETE T-PWT 02/14/03 300 $38.50 $11,550.00 $38.25 $ 11,475.00 Summary of Penn West Holdings 500 $26.46 $13,230.00 $38.25 $ 19,125.00 7.57% PETRO CANADA T-PCA 07/22/96 400 $16.26 $ 6,504.00 $51.37 $ 20,548.00 8.12% TALISMAN ENERGY T-TLM 05/28/96 80 $31.10 $ 2,488.00 $58.20 $ 4,656.00 TALISMAN ENERGY T-TLM 12/16/97 20 $42.50 $ 850.00 $58.20 $ 1,164.00 TALISMAN ENERGY T-TLM 03/23/98 150 $44.00 $ 6,600.00 $58.20 $ 8,730.00 TALISMAN ENERGY T-TLM 09/18/98 50 $31.25 $ 1,562.50 $58.20 $ 2,910.00 TALISMAN ENERGY T-TLM 12/30/98 100 $25.60 $ 2,560.00 $58.20 $ 5,820.00 Summary Of TLM Holdings 400 $35.15 $14,060.50 $58.20 $ 23,280.00 9.20% Value of Tier I Portfolio Holdings $197,221.00 Current Cash On Hand $ 55,696.00 22.02% Grand Total Of Portfolio Value $252,917.00 Actual Investment Into The Portfolio $100,000.00 Portfolio Appreciation $152,917.00 Percentage Appreciation 252.9% Notes: Burlington Resources: Original investment was in Poco Petroleums who was acquired by Burlington Resources. EnCana Corp: Original investment was in Alberta Energy who merged with PanCanadian to form EnCana Corp. The cash component is considered part of the portfolio and has been assigned a weighting. Previous Portfolio Report Message 17303265 Message 17303272 Material Change Notices Message 18574011 Message 18583709