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 <mcontant@cypressasset.com> on 12/01/2000 03:40:36 PM
>
> To:   Martin Cuilla <Martin.Cuilla@enron.com>
> 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.
> >
> >         <<company.xls>>
> > 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 <mailto:mahedyjp@bernstein.com> >
> >
> >
> >
> >
> >
> >
> >