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Tiziano Frateschi
Tiziano Frateschi
Articles (2152)  | Author's Website |

5 Energy Stocks Gurus Are Buying

CNX Resources tops the list

September 05, 2019 | About:

According to the GuruFocus All-In-One Screener, the following energy stocks are popular among gurus as of Sept. 5.

CNX Resources Corp. (NYSE:CNX) is held by six gurus

The company is mainly focused on the exploration and production of natural gas properties. It has a market cap of $1.51 billion. Its revenue of $1.76 billion has fallen at a rate of 17.50% over a 10-year period.

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The stock is trading with a price-earnings ratio of 5.40. As of Thursday, the share price of $8.30 was 47% below the 52-week high and 33% above the 52-week low. Over the last 10 years, it has returned a gain of 75.06%.

The company’s largest shareholder among the gurus is Mason Hawkins (Trades, Portfolio)’ Southeastern Asset Management with 29.53% of outstanding shares, followed by David Einhorn (Trades, Portfolio) with 3.14% and Ray Dalio (Trades, Portfolio) with 0.96%.

Archrock Inc. (NYSE:AROC) is held by five gurus

The company, which provides natural gas compression services, has a $1.47 billion market cap. Its revenue of $940.08 million has declined at a rate of 17.30% over a 10-year period.

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The stock is trading with a price-earnings ratio of 24.2. As of Thursday, the share price of $10.2 was 24.32% below the 52-week high and 33.33% above the 52-week low. Over the past decade, it has returned a loss of 5.65%.

Chuck Royce (Trades, Portfolio) is the company's largest guru shareholder with 0.43% of outstanding shares, followed by Jeremy Grantham (Trades, Portfolio) with 0.41% and Jim Simons (Trades, Portfolio)’ Renaissance Technologies with 0.17%.

Read more here:

Oceaneering International Inc. (NYSE:OII) is held by seven gurus

The company, which provides services and products to the oil and gas industry, has a $1.28 billion market cap. Its revenue of $2 billion has grown 2.80% over the last 10 years.

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The stock is trading with a price-book ratio of 0.97. As of Thursday, the share price of $13.50 was 54.50% below the 52-week high and 20.48% above the 52-week low. Over the past decade, it has lost 52.86%.

The company’s largest guru shareholder is Ken Fisher (Trades, Portfolio) with 3.63% of outstanding shares, followed by Barrow, Hanley, Mewhinney & Strauss with 2.40% and Mario Gabelli (Trades, Portfolio) with 0.33%.

NOW Inc. (NYSE:DNOW) is held by 16 gurus

The company, which provides equipment and services to oil and gas companies, has a market cap of $1.27 billion. Its revenue of $3.14 billion has declined at a rate of 9.10% over the last five years.

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The stock is trading with a price-earnings ratio of 19.52. As of Thursday, the share price of $12 was 31.92% below the 52-week high and 12.93% above the 52-week low. Over the past decade, it has returned a loss of 61.51%.

With 7.60% of outstanding shares, First Eagle Investment (Trades, Portfolio) is the company's largest guru shareholder, followed by Simons’ firm with 0.52%, Paul Tudor Jones (Trades, Portfolio) with 0.06% and Joel Greenblatt (Trades, Portfolio) with 0.06%.

Transportadora de Gas del Sur SA (NYSE:TGS) is held by three gurus

The company, which transports natural gas, has a $1.34 billion market cap. Its revenue of $1.05 billion has fallen at a rate of 37.1% over the past decade.

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The stock is trading with a price-earnings ratio of 5.45. As of Thursday, the share price of $8.60 was 53.77% below the 52-week high and 35.87% above the 52-week low. Over the last 10 years, it has returned 258.95%.

The company’s largest guru shareholder is Howard Marks (Trades, Portfolio) with 0.67% of outstanding shares, followed by Pioneer Investments (Trades, Portfolio) with 0.27%.

Disclosure: I do not own any stocks mentioned.

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About the author:

Tiziano Frateschi
You can read about me on www.theextraincome.info, which gives suggestions on position trading.

Visit Tiziano Frateschi's Website


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Comments

vgm
Vgm - 1 month ago    Report SPAM

Thanks for the summary, Tiziano.

But in fact CNX Resources is no longer a coal producer. Coal properties were spun off as Consol Energy (CEIX) in 2017. The history is described in the 2018 AR:

http://investors.cnx.com/~/media/Files/C/CNX-Resources-IR/documents/annual-reports/cnx-resources-2018-annual-report.PDF

Tiziano Frateschi
Tiziano Frateschi premium member - 1 month ago

Thanks for the comment Vgm. I updated the description, anyway the company is still in the sector, so we are not out of topic.

Please leave your comment:



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