5 Energy Stocks Gurus Are Buying

Investors have positions in these popular stocks in their portfolios

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Apr 12, 2018
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According to the GuruFocus All-In-One Screener, the following energy stocks are popular among gurus.

Three gurus are invested in Diamond Offshore Drilling Inc. (DO).

The company operates in the oil and gas sector. It has a market cap of $2.51 billion and an enterprise value of $3.78 billion. Its revenue of $1.48 billion has decreased 6.50% annually over a 10-year period.

The current stock price of $18.31 is 21.95% below its 52-week high and 58.35% above its 52-week low. Over the past 10 years, it has returned a loss of 87%.

The company’s largest shareholder among the gurus is Joel Greenblatt (Trades, Portfolio) with 0.39% of outstanding shares followed by Chuck Royce (Trades, Portfolio) with 0.26%, Steven Cohen (Trades, Portfolio) with 0.25% and Arnold Van Den Berg (Trades, Portfolio) with 0.18%.

Four gurus have positions in Rowan Companies PLC (RDC).

The offshore drilling contractor firm has a market cap of $1.85 billion and enterprise value of $2.81 billion. Its revenue of $1.44 billion has declined 2.10% annually over the past 10 years.

The current stock price of $14.64 is 25.74% below its 52-week high and 42.68% above its 52-week low. Over the past decade, it has returned a loss of 69%.

First Pacific Advisors (Trades, Portfolio) is the largest shareholder of the company among the gurus with 1.9% of outstanding shares followed by FPA Capital Fund (Trades, Portfolio) with 0.83%, Richard Pzena (Trades, Portfolio) with 0.79% and Lee Ainslie (Trades, Portfolio) with 0.26%.

Nabors Industries Ltd. (NBR) is held by three gurus.

The company owns and operates a land-based drilling rig fleet. It has a market cap of $2.77 billion and an enterprise value of $6.15 billion. Its revenue of $2.56 billion has declined 4.60% per annum over the past 10 years.

The current stock price of $7.53 is 53.15% below its 52-week high and 25.75% above its 52-week low. Over the past 10 years, it has returned a loss of 81%.

The company’s largest shareholder among the gurus is Leon Cooperman (Trades, Portfolio) with 2.12% of outstanding shares followed by Cohen with 1.03%, Donald Smith (Trades, Portfolio) with 0.78% and Jim Simons (Trades, Portfolio) with 0.6%.

Three gurus are invested in Ultra Petroleum Corp. (UPL).

The independent oil and natural gas company has a market cap of $691.14 million and an enterprise value of $2.79 million. Its revenue of $892 million has decreased 1.60% annually over the past 10 years.

The current stock price of $3.30 is 74.12% below its 52-week high and 3.53% above its 52-week low. Over the past 10 years, it has returned a loss of 98%.

The company’s largest shareholder among the gurus is Alan Fournier (Trades, Portfolio) with 2.97% of outstanding shares followed by John Griffin (Trades, Portfolio) with 2.85% and Howard Marks (Trades, Portfolio) with 0.4%.

Three gurus have positions in CNX Resources Corp. (CNX).

The company provides offshore contract drilling services. It has a market cap of $3.44 billion and an enterprise value of $5.04 billion. Its revenue of $1.17 billion has decreased 18.10% annually over the past 10 years.

The current stock price of $15.71 is 16.45% below its 52-week high and 33.82% above its 52-week low. Over the past decade, it has returned a loss of 76%.

Mason Hawkins (Trades, Portfolio) is the largest shareholder of the company among the gurus with 24.19% of outstanding shares followed by David Einhorn (Trades, Portfolio) with 7.96% and Mario Gabelli (Trades, Portfolio) with 0.2%.

Disclosure: I do not own any shares of any stocks mentioned in this article.