5 Energy Stocks Gurus Are Buying

HighPoint Resources, Concho top the list

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Jun 19, 2018
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According to the GuruFocus All-In-One Screener, the following energy stocks are popular among gurus.

HighPoint Resources Corp. (HPR, Financial) is held by five gurus

The company produces natural gas and natural gas liquids. It has a market cap of $1.24 billion and an enterprise value of $1.63 billion. Its revenue of $283.11 million has decreased 13.20% annually over a 10-year period.

The current stock price of $5.83 is 23.29% below its 52-week high and 119.17% above its 52-week low. Over the past 10 years, it has returned a 89% loss.

The company’s largest shareholder among the gurus is Jim Simons (Trades, Portfolio) with 4.25% of outstanding shares, followed by Chuck Royce (Trades, Portfolio) with 0.79%, Barrow, Hanley, Mewhinney & Strauss with 0.08% and Paul Tudor Jones (Trades, Portfolio) with 0.02%.

Eight gurus have positions in Concho Resources Inc. (CXO, Financial)

The oil and gas producer, which operates in the Delaware Basin, has a market cap of $18.74 billion and enterprise value of $21.19 billion. Its revenue of $2.92 billion has grown 14.20% per annum over the past 10 years.

The current stock price of $125.74 is 22.91% below its 52-week high and 17.81% above its 52-week low. Over the past decade, it has returned a 218% gain.

Dodge & Cox is the company's largest shareholder among the gurus with 3.08% of outstanding shares, followed by Spiros Segalas (Trades, Portfolio) with 1.78% and Steven Cohen (Trades, Portfolio) with 0.38%.

Oasis Petroleum Inc. (OAS, Financial) is held by nine gurus

The oil and gas producer, which operates exclusively in the Williston Basin, has a market cap of $3.81 billion and an enterprise value of $6.63 billion.

The current stock price of $12.01 is 12.34% below its 52-week high and 79.52% above its 52-week low. Over the past 10 years, it has returned a loss of 19%.

The company’s largest guru shareholder is Cohen with 1.58% of outstanding shares, followed by John Griffin (Trades, Portfolio) with 1.02%, Simons with 0.46% and Louis Moore Bacon (Trades, Portfolio) with 0.29%.

Five gurus are invested in Denbury Resources Inc. (DNR, Financial)

With a market cap of $1.68 billion, the company explores and produces oil and gas resources in the United States. Its revenue of $1.19 billion has declined 3.30% annually over the past 10 years.

The current stock price of $3.82 is 19.58% below its 52-week high and 317.49% above its 52-week low. Over the past 10 years, it has returned a loss of 90%.

With 1.04% of outstanding shares, George Soros (Trades, Portfolio) is the company's largest guru shareholder, followed by Jeremy Grantham (Trades, Portfolio) with 0.12%, Simons with 0.11% and Barrow, Hanley, Mewhinney & Strauss with 0.1%.

Eight gurus have positions in Whiting Petroleum Corp. (WLL, Financial)

The company produces crude oil, natural gas and natural gas liquids in the Rocky Mountain, Permian Basin, Mid-Continent, Gulf Coast and Michigan regions of the United States. It has a market cap of $4.25 billion and an enterprise value of $7.08 billion. Its revenue of $4.50 billion has declined 6.20% annually over the past 10 years.

The current stock price of $46.78 is 15.05% below its 52-week high and 194.58% above its 52-week low. Over the past decade, it has returned a loss of 77%.

Hotchkis & Wiley is the largest guru shareholder of the company with 9.7% of outstanding shares, followed by Arnold Schneider (Trades, Portfolio) with 1.3% and Royce with 0.55%.

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