5 Energy Stocks in Gurus' Portfolios

MRC Global tops the list

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Jan 21, 2019
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According to the GuruFocus All-In-One Screener, the following energy stocks are popular among gurus.

MRC Global Inc. (MRC, Financial)Â is held by seven gurus

The company, which distributes pipe, fittings and related products, has a market cap of $1.46 billion. Its revenue of $4.06 billion has not changed over a 10-year period.

The stock is trading with a price-earnings ratio of 20.14. The current price of $16.11 is 29.90% below its 52-week high and 38.64% above its 52-week low. Over the last 10 years, it has returned a loss of 23%.

The company’s largest shareholder among the gurus is Tweedy Browne (Trades, Portfolio) with 5.2% of outstanding shares, followed by Arnold Schneider (Trades, Portfolio) with 0.48%, Barrow, Hanley, Mewhinney & Strauss with 0.39% and Jim Simons (Trades, Portfolio)’ Renaissance Technologies with 0.21%.

10 gurus have positions in Helmerich & Payne Inc. (HP, Financial)

The company, which operates in contract drilling of oil and gas wells, has a market cap of $5.9 billion. Its revenue of $2.48 billion has grown 0.8% over a 10-year period.

The stock is trading with a price-earnings ratio of 12.39. The current price of $54.14 is 27.83% below its 52-week high and 21.50% above its 52-week low. Over the past decade, it has returned a gain of 134%.

Ken Fisher (Trades, Portfolio) is the company's largest guru shareholder with 0.78% of outstanding shares, followed by Chuck Royce (Trades, Portfolio) with 0.51%, Prem Watsa (Trades, Portfolio) with 0.32% and Michael Price (Trades, Portfolio) with 0.09%.

World Fuel Services Corp. (INT, Financial) is held by six gurus

The company, which provides fuel and related products and services, has a $1.63 billion market cap. Its revenue of $38.63 billion has risen 0.80% over the last 10 years.

The stock is trading with a price-book ratio of 0.94. The current price of $24.3 is 26.47% below its 52-week high and 22.82% above its 52-week low. Over the past decade, it has returned a gain 46%.

The company’s largest guru shareholder is Charles Brandes (Trades, Portfolio) with 1.98% of outstanding shares, followed by Royce with 0.35%, Hotchkis & Wiley with 0.26% and Paul Tudor Jones (Trades, Portfolio) with 0.02%.

Kinder Morgan Inc. (KMI, Financial)Â is held by 13 gurus

The company, which transports natural gas and refined petroleum products, has a market cap of $39.75 billion. Its revenue of $2.22 billion has not changed over the last 10 years.

The stock is trading with a price-book ratio of 1.18. The current price of $18.01 is 8.63% below its 52-week high and 23.19% above its 52-week low. Over the last 10 years, it has returned a loss of 42%.

With 0.73% of outstanding shares, First Pacific Advisors (Trades, Portfolio) is the company's largest guru shareholder, followed by Steven Romick (Trades, Portfolio)’s FPA Crescent Fund with 0.56%, David Abrams (Trades, Portfolio) with 0.4%, Richard Snow (Trades, Portfolio) with 0.09% and Pioneer Investments (Trades, Portfolio) with 0.06%.

Marathon Petroleum Corp. (MPC, Financial) is held by 19 gurus

The company, which refines and transports petroleum products, has a $45.66 billion market cap. Its revenue of $85.22 billion has not changed over the last 10 years.

The stock is trading with a price-earnings ratio of 8.32. The current price of $66.09 is 25.28% below its 52-week high and 21.74% above its 52-week low. Over the last 10 years, it has returned a gain of 239%.

The company’s largest guru shareholder is Andreas Halvorsen (Trades, Portfolio) with 1.04% of outstanding shares, followed by Steven Cohen (Trades, Portfolio) with 0.54%, Daniel Loeb (Trades, Portfolio) with 0.51% and Pioneer Investments with 0.16%.

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

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