- Total Pro Portfolios with SM:
- Allianz NFJ Small Cap Value Instl PSVIX
- show more
- Total Do-It-Yourself Portfolios with SM:
- william Portfolio 2
- eeggen1 Portfolio 1
- jsh investments
- ckw8 Portfolio 1
- SchmitzN
- nrg plus resources
- Barron's Interview Heartland Value Plus
- pparker0236 Portfolio 1
- show more
- 16
- Fastest Growing Stocks
- NaworII Portfolio 1
- Take 2 MN
- port1ckw
- P2 to Z Co Energy
- Energy Names..ala Jocked by the Nymph
- Secular Trend: Best-of-Breed Wildcatters
- Barron's Small Driller Takeover Stock Plays
- News For Selected Stock
- Related stories on theStreet.com
- videos related to etf's
- No videos found
- blogs related to etf's
- No blogs found
Why I Love This Stock |
|
By:barrons2 |
Date:08 30 08 |
St. Mary could become a target of a large energy outfit, says Will Nasgovitz, whose Heartland Select Value Fund owns the stock. Applying recent transaction prices to St. Mary's existing assets, and assuming $80 crude (it's near $115 a barrel) and $8 natural-gas prices, he contends that the stock is worth 75, nearly twice its current price of 43. Nasgovitz estimates that St. Mary's acres in the Haynesville region, where Texas meets Arkansas and Louisiana, would bring $16 a share, based on recent purchases by Chesapeake and Plains Exploration and Production (PXP). Add another $12 a share for Woodford acres in Oklahoma and $12 for Bakken land in Montana, and you're at $40, but "these plays account for a fraction of their total production," says Nasgovitz. "The assets are worth more, if they sell." |
|
Not yet rated
Rate now:
|
|
By:pparker0236 |
Date:08 18 08 |
Excellent mgt, located in the middle of the new Bakken oil and gas field, has other outstanding assets, pays a dividend for several years |
|
Not yet rated
Rate now:
|
|
By:barrons2 |
Date:07 12 08 |
So what does he like? There's plenty of value left in energy stocks, particularly natural gas. One example is St. Mary Land and Exploration (SM), which has a market cap of $3.5 billion and is trading at roughly 11 times this year's consensus estimate of $4.74 a share, and 4.5 times Ebitda. The peer group grades at 6 to 10 times Ebitda, he says. |
|
Not yet rated
Rate now:
|
|
By:Pro |
Date:11 30 -1 |
Rating on St. Mary Land (SM) was raised to Buy, Suntrust Robinson Humphrey said. $49 price target. Stock is wihin 10% of its 52-week low, and the company offers above-average growth potential. $49 price target. |
|
Not yet rated
Rate now:
|
|
By:ckw8 |
Date:07 06 07 |
natural resource, energy |
|
Not yet rated
Rate now:
|
|
By:jsh |
Date:06 27 07 |
own it |
|
Not yet rated
Rate now:
|
|
By:Pro |
Date:11 30 -1 |
Upgraded by Sun Trust Rbsn Humphrey from Neutral to Buy |
|
Not yet rated
Rate now:
|
|
By:Pro |
Date:11 30 -1 |
Downgraded by Sun Trust Rbsn Humphrey from Buy to Neutral |
|
Not yet rated
Rate now:
|
|
Why I Hate This Stock |
|
| Comments not available |



