5 Energy Stocks Gurus Are Buying

Callon Petroleum tops the list

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Jan 29, 2020
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According to the GuruFocus All-In-One Screener as of Wednesday, Jan. 29, the following energy stocks are popular among gurus.

Callon Petroleum

Callon Petroleum Co. (CPE, Financial), which produces oil and natural gas, has a market cap of $1.39 billion. Its revenue of $637.37 million has declined 10.50% over the past 10 years.

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The stock is trading with a price-earnings ratio of 3.04. The share price of $3.12 is 61.70% below the 52-week high and has hit a new 52-week low. Over the past 10 years, the stock has climbed 75%.

The company’s largest guru shareholder is John Paulson (Trades, Portfolio) with 9.45% of outstanding shares, followed by Barrow, Hanley, Mewhinney & Strauss with 3.35%, Ken Fisher (Trades, Portfolio) with 2.63% and Hotchkis & Wiley with 0.27%.

Helix Energy Solutions Group

Helix Energy Solutions Group Inc. (HLX, Financial), an international energy services company, has a market cap of $1.30 billion. Its revenue of $739.52 million has declined 11.90% over the past 10 years.

The stock is trading with a price-earnings ratio of 36.46. The share price of $8.75 is 12.50% below the 52-week high and 32.58% above the 52-week low. Over the past decade, the share price has fallen 24.42%.

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Jim Simons (Trades, Portfolio)’ Renaissance Technologies is the company's largest guru shareholder with 0.29% of outstanding shares, followed by Joel Greenblatt (Trades, Portfolio)’s Gotham Asset Management with 0.04%.

Enerplus

Enerplus Corp. (ERF, Financial), which owns crude oil and natural gas assets in Canada and the United States, has a market cap of $1.14 billion. Its revenue of $1.11 billion has declined 7.70% over the past 10 years.

The stock is trading with a price-earnings ratio of 3.93. The share price of $5.18 is 42% below the 52-week high and 2.98% above the 52-week low. Over the past 10 years, the stock has lost 33.91%.

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The company’s largest guru shareholder is Simons’ firm with 0.17% of outstanding shares, followed by Steven Cohen (Trades, Portfolio) with 0.01%.

Golar LNG

Golar LNG Ltd. (GLNG), which operates in the transportation and trading of liquefied natural gas, has a market cap of $1.09 billion. Its revenue of $491.64 million has declined 10.30% over the past decade.

The stock is trading with a price-book ratio of 0.72. The share price of $10.7 is 43% below the 52-week high and 10% above the 52-week low. Over the past 10 years, the stock has gained 4.78%.

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With 3.18% of outstanding shares, Francisco Garcia Parames (Trades, Portfolio) is the company's largest guru shareholder, followed by Cohen with 0.50%, Louis Moore Bacon (Trades, Portfolio) with 0.49%, Pioneer Investments (Trades, Portfolio) with 0.23% and Ron Baron (Trades, Portfolio) with 0.21%.

Semgroup

Semgroup Corp. (SEMG, Financial), which provides marketing services to producers and refiners of petroleum products, has a $1.20 billion market cap.

The share price of $15.02 is 15.28% below the 52-week high and 85.43% above the 52-week low. Over the past decade, the stock has lost 46.34%.

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The company’s largest guru shareholder is George Soros (Trades, Portfolio) with 0.16% of outstanding shares, followed by Paul Tudor Jones (Trades, Portfolio) with 0.08%.

Disclosure: I do not own any stocks mentioned.

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