Message-ID: <31416867.1075858072137.JavaMail.evans@thyme> Date: Thu, 7 Dec 2000 03:22:00 -0800 (PST) From: mcontant@cypressasset.com To: martin.cuilla@enron.com Subject: Re: [Fwd: gassy cos.] Mime-Version: 1.0 Content-Type: text/plain; charset=us-ascii Content-Transfer-Encoding: 7bit X-From: Michael D Contant X-To: Martin.Cuilla@enron.com X-cc: X-bcc: X-Folder: \Martin_Cuilla_Dec2000\Notes Folders\All documents X-Origin: Cuilla-M X-FileName: mcuilla.nsf I have about 10K in...I think I'm done, looks like I bottom ticked it last Thursday (better to be luck than good). I'm moving back into silicon. M Martin.Cuilla@enron.com wrote: > LOAD THE BOAT! THIS THING IS GOING TO $10. WE ARE TRADING $8.40 AND ARE > READY TO EXPLODE. BUY EVERYTHING YOU CAN! > > Michael D Contant on 12/04/2000 10:30:35 AM > > To: Martin.Cuilla@enron.com > cc: > Subject: Re: [Fwd: gassy cos.] > > I nibbled on a little APC and CPG on Thursday...should'a hit it harder. > > M > > Martin.Cuilla@enron.com wrote: > > > I guess I emailed you to early. Prices up $.55 trading 7.25 and the back > > of 2001 is up over $.30 > > > > Michael D Contant on 12/01/2000 03:40:36 PM > > > > To: Martin Cuilla > > cc: > > Subject: [Fwd: gassy cos.] > > > > He didn't include their % hedged, but assures me that they are all at > least > > 70% > > un. > > > > M > > > > "Mahedy, John P." wrote: > > > > > Attached is a list of companies that you've requested. We do not have > > > anything published on the topic. > > > Coastal CGP > > > Anadarko APC > > > Apache APA > > > Barrett BRR > > > Mitchell Energy MND > > > > > > Canadians: > > > Alberta Energy AEC.TO > > > Talisman TLM.TO > > > Anderson AXL.TO > > > > > > -----Original Message----- > > > From: Michael D Contant [mailto:mcontant@cypressasset.com] > > > Sent: Tuesday, November 28, 2000 11:58 AM > > > To: Mahedy, John P. > > > Subject: Re: Weekly Valuation (as of close of November 24, 2000) > > > > > > Mr. Mahedy: > > > > > > Could I trouble you for a few names (cap-agnostic) with unhedged (at > > least > > > 70%) natural gas positions. If you have published anything on this > topic > > > recently I would be very interested in reading that as well. > > > > > > EOG is all I could come up with, hope you can help. > > > > > > Thanks for your time, > > > Michael Contant > > > > > > "Mahedy, John P." wrote: > > > > > > > > > > > > Attached is our weekly valuation work as of the close of > November > > > 24, 2000. > > > > > > > Absolute > > > Relative > > > Group +1.19% > > > +3.07% > > > Domestics +1.90% > > > +3.78% > > > Internationals +1.15% +3.03% > > > Refiners +1.48% > > > +3.36% > > > > > > Figures are total returns including dividends. > > > > > > The integrated oil group outperformed the market by 3.07%. The > > > domestics beat the market by 3.78% with UCL (+6.6% relative) delivering > > the > > > strongest and P (+2% relative) the weakest results within the subgroup. > > The > > > internationals outperformed the market by 3.03%. XOM (+6.5% relative) > > > showed the strongest performance while BP (-0.1% relative) lagged the > > most. > > > The refiners also outperformed the market by 3.36%. VLO (+5.4% > relative) > > > did the best and ASH (+0.4% relative) delivered the weakest results for > > the > > > week. > > > > > > The attached file includes the individual valuation metrics for > > each > > > company. Just open and hit the print button for easiest viewing. > > > > > > <> > > > The table below ranks the companies based on the valuation > > attractiveness. > > > > > > This Week (11/24/00) > > > Domestics Internationals Refiners > > > OXY TX > > ASH > > > AHC CHV TSO > > > UCL BP > > SUN > > > P RD > > > TOS > > > XOM > > UDS > > > > > > VLO > > > > > > Last Week (11/17/00) > > > Domestics Internationals Refiners > > > OXY TX > > ASH > > > AHC CHV TSO > > > UCL BP > > SUN > > > P RD > > > TOS > > > XOM > > UDS > > > > > > > > > VLO > > > John Mahedy (212) 756 4474 > > > < mailto:mahedyjp@bernstein.com > > > > > > > > > > > > > > > > > > > > > >