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I assume that a low McDep ratio is more favorable than a high ratio?
For the Canadians which I track:
ERF NCN PWI PVX
Div coverage from cash flow 71%% 144% 129% 104%
Price/Cash Flow 11.4 5.1 5.1 5.7
Q&D reserve replace ratio 86% 115% 130% 73%
Enterprise value / reserves 11.87 15.21 14.24 16.99
Earl
----- Original Message -----
From: "EarlA" <earl.a@xxxxxxxxxx>
To: <realtraders@xxxxxxxxxxxxxxx>
Sent: Tuesday, October 07, 2003 9:43 AM
Subject: Re: [RT] The Top Is In
> You may want to have a look at www.oilpatchupdates.com which is a site I
use
> for US and Canadian trust research. I just updated my numbers for the US
> trusts which I either own or follow and come up with this snapshot for
HGT,
> SJR, and BPT (just bought some this morning):
>
>
> HGT SJR BPT desirable
> Div coverage from cash flow 110% 96% 147% (high)
> Price/Cash Flow 7.8 8.4 6.2 (low)
> Q&D reserve replace ratio 202% 108% 259% (high)
> Enterprise value / reserves 14.47 21.57 4.99 (low)
>
> Thank you for the reports. The analyst seems to be using different numbers
> than I have from OPU so I will keep an eye on all three. I am working my
way
> through the other PDF on all oil and gas.
>
> Earl
>
> ----- Original Message -----
> From: <hbernst963@xxxxxxx>
> To: <realtraders@xxxxxxxxxxxxxxx>
> Sent: Monday, October 06, 2003 9:53 AM
> Subject: Re: [RT] The Top Is In
>
>
> > Since you own HGT, you may want to see this research report by McDep
which
> > discusses NG royalty trusts. Basically, the analyst is worried because
> HGT's NG
> > volume is dropping. <A
>
HREF="http://www.mcdep.com/ngrt30925.pdf";>http://www.mcdep.com/ngrt30925.pdf
> </A>
> > He recommends SJT instead.
> >
> > Here is their analysis on all the oil and gas stocks they follow:
> > <A
>
HREF="http://www.mcdep.com/MR30918.pdf";>http://www.mcdep.com/MR30918.pdf</A>
> >
> > I have no affiliation with McDep Co.
> >
> > Howard Bernstein
> >
> >
>
>
>
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>
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>
>
>
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