5 Gurus' Stocks in the Energy Industry

SandRidge tops the list

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

SandRidge Energy Inc. (SD) is held by four gurus

The company develops and explores oil properties. It has a market cap of $606.12 million and an enterprise value of $579.11 million. Its revenue of $346.08 million has declined 5.20% annually over a 10-year period.

The current stock price of $17.12 is 21.83% below its 52-week high and 231.540.76% above its 52-week low. Over the past 10 years, it has returned a loss of 12%.

The company’s largest shareholder among the gurus is Carl Icahn (Trades, Portfolio) with 13.61% of outstanding shares followed by John Paulson (Trades, Portfolio) with 1.88%, Howard Marks (Trades, Portfolio) with 0.38% and Francis Chou (Trades, Portfolio) with 0.38%.

Five gurus have positions in EOG Resources Inc. (EOG)

The company is a producer of crude oil and natural gas. It has a market cap of $71.96 billion and enterprise value of $77.58 billion. Its revenue of $13.11 billion has increased 7.50% annually over a 10-year period.

The current stock price of $124.32 is 2.90% below its 52-week high and 51.63% above its 52-week low. Over the past decade, it has returned a 128% gain.

Pioneer Investments (Trades, Portfolio) is the largest shareholder of the company among the gurus with 0.69% of outstanding shares followed by PRIMECAP Management (Trades, Portfolio) with 0.37% and Steven Cohen (Trades, Portfolio) with 0.09%.

Marathon Oil Corp. (MRO) is held by six gurus

The company produces crude oil and condensate, natural gas liquids and natural gas. It has a market cap of $17.12 billion and an enterprise value of $21 billion. Its revenue of $4.82 billion has decreased 27.60% annually over a 10-year period.

The current stock price of $20.06 is 11.79% below its 52-week high and 90.14% above its 52-week low. Over the past 10 years, it has returned a loss of 25%.

The company’s largest shareholder among the gurus is Hotchkis & Wiley with 4.56% of outstanding shares followed by Cohen with 0.91% and Pioneer Investments (Trades, Portfolio) with 0.34%.

Seven gurus are invested in Anadarko Petroleum Corp. (APC)

The independent oil and gas exploration and production company has a market cap of $36.79 billion and an enterprise value of $52.85 million. Its revenue of $11.34 billion has declined 3.80% annually over the past 10 years.

The current stock price of $71.43 is 6.87% below its 52-week high and 78.75% above its 52-week low. Over the past 10 years, it has returned a 10% gain.

The company’s largest shareholder among the gurus is Dodge & Cox with 8.92% of outstanding shares followed by Bill Nygren (Trades, Portfolio) with 1.09% and Cohen with 0.26%.

Six gurus have positions in Devon Energy Corp. (DVN)

The company explores and produces oil, natural gas and NGLs. It has a market cap of $23.07 billion and an enterprise value of $36.45 billion. Its revenue of $14.20 billion has increased 1.70% annually over the past 10 years.

The current stock price of $44.08 is 5.29% below its 52-week high and 47.99% above its 52-week low. Over the past decade, it has returned a loss of 57%.

Diamond Hill Capital (Trades, Portfolio) is the largest shareholder of the company among the gurus with 1.51% of outstanding shares followed by Barrow, Hanley, Mewhinney & Strauss with 1.24% and First Eagle Investment (Trades, Portfolio) with 1.92%.

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