Message-ID: <27730991.1075858077189.JavaMail.evans@thyme> Date: Mon, 4 Dec 2000 01:30:00 -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\Discussion threads X-Origin: Cuilla-M X-FileName: mcuilla.nsf 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 > > > > > > > > > > > > > > >