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Enron Mail |
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< < < < < < < < <
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