5 Energy Stocks Gurus Are Buying

CNX Resources tops the list

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Sep 05, 2019
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According to the GuruFocus All-In-One Screener, the following energy stocks are popular among gurus as of Sept. 5.

CNX Resources Corp. (CNX, Financial) 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. (AROC, Financial) 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%.

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Oceaneering International Inc. (OII, Financial) 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. (DNOW, Financial) 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 (TGS, Financial) 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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