5 Energy Stocks Gurus Are Buying

Apache makes the list

Author's Avatar
Jan 07, 2019
Article's Main Image

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

Apache Corp. (APA) is held by 15 gurus

The company, which develops and explores natural gas, crude oil and natural gas liquids, has a market cap of $10.29 billion. Its revenue of $7.28 billion has fallen 7.30% over a 10-year period.

The stock is trading with a price-earnings ratio of 11.84. As of Friday, the share price of $28 is 45.81% below its 52-week high and 10.38% above its 52-week low. Over the last 10 years, it has returned a loss of 67%.

The company’s largest shareholder among the gurus is Dodge & Cox with 10.43% of outstanding shares, followed by Chris Davis (Trades, Portfolio) with 6.34%, Hotchkis & Wiley with 4.1% and Bill Nygren (Trades, Portfolio) with 2.25%.

11 gurus have positions in Anadarko Petroleum Corp. (APC)

The company which is one of the largest independent exploration and production companies in North America, has a market cap of $23 billion. Its revenue of $13.07 billion has fallen 3.80% over a 10-year period.

The stock is trading with a price-book ratio of 2.71. The current price of $46 is 41.73% below its 52-week high and 10.62% above its 52-week low. Over the past decade, it has returned a gain of 8%.

Dodge & Cox is the largest guru shareholder of the company with 8.62% of outstanding shares, followed by Nygren with 1.11%, Steven Cohen with 0.63% and Pioneer Investments (Trades, Portfolio) with 0.1%.

Antero Resources Corp. (AR) is held by six gurus

The company which explores and produces natural gas and natural gas liquids, has a $3.16 billion market cap. Its revenue of $3.22 billion has climbed 28.20% over the last five years.

The stock is trading with a price-book ratio of 0.40. The current price of $10.25 is 56.99% below its 52-week high and 10.16% above its 52-week low. Over the past decade, it has returned a loss of 81%.

The company’s largest guru shareholder is Seth Klarman (Trades, Portfolio) with 8.38% of outstanding shares, followed by Glenn Greenberg (Trades, Portfolio) with 3.51% and David Swensen (Trades, Portfolio) with 1.38%.

BP PLC ADR (BP) is held by 20 gurus

The integrated oil and gas company, has a market cap of $129.03 billion. Its revenue of $290.89 billion has fallen 0.60% over the last 10 years.

The stock is trading with a price-book ratio of 1.32. The current price of $40 is 19.32% below its 52-week high and 6.75% above its 52-week low. Over the last 10 years, it has returned a loss of 21%.

With 0.73% of outstanding shares, Barrow, Hanley, Mewhinney & Strauss is the company's largest guru shareholder, followed by Jim Simons' (Trades, Portfolio) Renaissance Technologies with 0.36% and Ken Fisher (Trades, Portfolio) with 0.22%.

Bristow Group Inc. (BRS) is held by five gurus

The helicopter service provider to the offshore energy industry, has a $94.86 million market cap. Its revenue of $1.43 billion has grown 3.90% per annum over the last 10 years.

The stock is trading with a price-book ratio of 0.09. The current price of $2.65 is 19.32% below its 52-week high and 6.75% above its 52-week low. Over the last 10 years, it has returned a loss of 89%.

The company’s largest guru shareholder is John Rogers (Trades, Portfolio) with 23.14% of outstanding shares, followed by Simons’ firm with 2.25%, Richard Pzena (Trades, Portfolio) with 0.28% and Paul Tudor Jones (Trades, Portfolio) with 0.11%.

Disclosure: I do not own any stocks mentioned.

Read more here:Ă‚

5 Energy Stocks Gurus are Buying

6 Stocks With Positive Earnings Growth Estimates and Margin of Safety

6 of the Worst-Performing Stocks in Gurus' Portfolios