SM Energy Corp. (NYSE:SM)

bulldung (65.43) Submitted: 5/7/2008 12:09:51 AM : Start Price: $47.58 SM Score: +18.31

good presence in us onshore,bakken oil

Bob3877 (< 20) Submitted: 5/6/2008 2:06:32 AM : Start Price: $46.76 SM Score: +19.04

oil & Gas exploration.oil will stay high.

Jvv5jmm (68.32) Submitted: 4/11/2008 9:55:57 PM : Start Price: $38.34 SM Score: +39.11

New Oil Found in North Dakota , and if oil stays above 95 dollars barrel.

ValueNAV (39.21) Submitted: 4/2/2008 9:59:55 PM : Start Price: $37.95 SM Score: +43.20

Saint Mary's has had consistently above average performance on many metrics and yet its stock price hasn't moved relative to peers or even the S&P 500. It may not be the absolute top operator, but it certainly may well be the top undervalued stock.

1) Over the last year Midcap energy index rose 35% while SM stayed flat.
2) TEV/EBITDA 4.9 significantly undervalued vs peer average of 8.
3) P/E (diluted) of 13 undervalued relative to peers of 20.
3) ROIC has been 20% over last 5 years; which is DOUBLE that of almost all peers.
4) Consistent NI margin of approximatley 20% and EBITDA margin of 60% over last 8 yrs.
5) Strong competitor in resource plays
6) EPS growth of 146,900% over last 8 years (that's 146%/yr CAGR)
7) Strong revenue growth of 36%/yr CAGR over last 8 years.
8) Strong management (I also used to work for one of their Exec VPs).
9) Reasonable debt/cap of 40% in line with peers.
10) In hot plays of USA; which have amazing F&D and opcosts.
11) EBITDA growing at 41%/year CAGR over last 5 years.
12) Gas prices are very bullish for 2008 and beyond. There is a sector strengthening.

LHODGE43 (32.30) Submitted: 3/26/2008 8:55:41 PM : Start Price: $35.83 SM Score: +50.57

Watch this one closely. the development side of this company is what is going to create the growth

poodlechick (63.74) Submitted: 2/12/2007 11:52:54 PM : Start Price: $35.72 SM Score: +55.41

Good P/E , tight management, in a hot industry. The company has had some recent troubles with the SEC but the ship seems to have been righted.

hath5572 (65.85) Submitted: 12/9/2006 8:08:35 PM : Start Price: $39.66 SM Score: +38.59

A play on oil demand which will not diminish. SM's sources are mainly North America, including oil sands. High prices will drive up SM price.