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Enron Mail |
I have about 10K in...I think I'm done, looks like I bottom ticked it last
Thursday (better to be luck than good). I'm moving back into silicon. M Martin.Cuilla@enron.com wrote: < LOAD THE BOAT! THIS THING IS GOING TO $10. WE ARE TRADING $8.40 AND ARE < READY TO EXPLODE. BUY EVERYTHING YOU CAN! < < Michael D Contant <mcontant@cypressasset.com< on 12/04/2000 10:30:35 AM < < To: Martin.Cuilla@enron.com < cc: < Subject: Re: [Fwd: gassy cos.] < < 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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