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