5 Energy Stocks in Gurus' Portfolios

Centennial Resource Development tops the list

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Jul 09, 2018
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According to the GuruFocus All-In-One Screener, the following energy stocks are popular among gurus

Centennial Resource Development Inc. (CDEV, Financial) is held by four gurus.

The company develops unconventional oil and associated liquids-rich natural gas reserves in the Permian Basin. It has a market cap of $4.74 billion and an enterprise value of $5.23 billion.

The current stock price of $17.16 is 22.49% below its 52-week high and 20.76% above its 52-week low. Over the past 10 years, it has returned a 72% gain.

The company’s largest shareholder among the gurus is Steven Cohen (Trades, Portfolio) with 1.48% of outstanding shares, followed by Leon Cooperman (Trades, Portfolio) with 0.21%, Chuck Royce (Trades, Portfolio) with 0.06% and Paul Tudor Jones (Trades, Portfolio) with 0.01%.

Five gurus have positions in RSP Permian Inc. (RSPP, Financial).

The company, which produces from unconventional oil and natural gas reserves in the Permian Basin of West Texas, has a market cap of $6.99 billion and an enterprise value of $8.53 billion.

The current stock price of $43.83 is 14.91% below its 52-week high and 52.40% above its 52-week low. Over the past decade, it has returned an 118% gain.

Cohen is the largest shareholder of the company among the gurus with 0.57 % of outstanding shares, followed by Jim Simons (Trades, Portfolio) with 0.43% and T Boone Pickens (Trades, Portfolio) with 0.06%.

Crescent Point Energy Corp. (CPG, Financial) is held by three gurus.

The company develops petroleum and natural gas properties. It has a market cap of $3.98 billion and an enterprise value of $3.99 billion. Its revenue of $2.29 billion has declined 4% annually over a 10-year period.

The current stock price of $7.25 is 21.62% below its 52-week high and 13.28% above its 52-week low. Over the past 10 years, it has returned a loss of 62%.

The company’s largest shareholder among the gurus is Cohen with 0.18% of outstanding shares, followed by Pioneer Investments (Trades, Portfolio) with 0.02% and Ray Dalio (Trades, Portfolio) with 0.01%.

Three gurus are invested in National Fuel Gas Co. (NFG, Financial).

The company, which produces, distributes and markets natural gas, has a market cap of $4.64 billion and an enterprise value of $6.5 million. Its revenue of $1.59 billion has decreased 3.20% annually over the past 10 years.

The current stock price of $53.99 is 9.90% below its 52-week high and 11.76% above its 52-week low. Over the past 10 years, it has returned a loss of 4%.

The company’s largest shareholder among the gurus is Mario Gabelli (Trades, Portfolio) with 3.25% of outstanding shares, followed by Pioneer Investments with 0.62% and Private Capital (Trades, Portfolio) with 0.46%.

Two gurus have positions in Extraction Oil & Gas Inc. (XOG, Financial).

The oil and gas producer, which operates in Colorado's Denver-Julesburg Basin, has a market cap of $2.59 billion and an enterprise value of $3.8 billion.

The current stock price of $14.72 is 15.50% below its 52-week high and 43.19% above its 52-week low. Over the past decade, it has returned a loss of 33%.

Cohen is the company's largest shareholder among the gurus with 2.65% of outstanding shares, followed by Howard Marks (Trades, Portfolio) with 0.12%.

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