Message-ID: <25681742.1075858072227.JavaMail.evans@thyme> Date: Fri, 1 Dec 2000 06:40:00 -0800 (PST) From: mcontant@cypressasset.com To: martin.cuilla@enron.com Subject: [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 X-cc: X-bcc: X-Folder: \Martin_Cuilla_Dec2000\Notes Folders\All documents X-Origin: Cuilla-M X-FileName: mcuilla.nsf 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 > > > > > > > >