An earlier just-the-numbers analysis outlined the basics of five frac sand companies, but the sand landscape is literally and figuratively changing weekly, so investors will find an update useful. In particular, companies are expanding into a third geographic area; are confronting ferocious and expert competition from private sand companies as well as large turnkey companies; are experiencing both rail and truck transportation limits into the Permian; continue diversifying into non-Permian plays; are grappling with key safety and environmental regulations; and from an overall perspective, continue to deal with the major underlying factor: volatile oil prices affecting demand. In this environment, three sand-only public companies are adapting well and a fourth high-profile merger is about to list publicly.
The three companies are Hi-Crush LP (HCLP), Smart Sand (SND), and US Silica (SLCA). The merged companies are Fairmont Santrol and Unimin, which will go public June 1 as Covia with stock symbol CVIA.
Hot Oil Stocks For 2019: Magellan Midstream Partners L.P.(MMP)
Advisors' Opinion:- [By Reuben Gregg Brewer]
The only potential problem for investors has been Enterprise's funding choices. Partnerships are designed to pass cash on to unitholders, leaving little money for capital investments. That means that capital spending is often funded by issuing debt, potentially increasing leverage, or new units, which dilutes current unitholders. The latter is the key issue right now. Over the past five years the partnership's unit count has increased by nearly 20%. For comparison, Magellan Midstream Partners, LP�(NYSE:MMP) has effectively issued no new units over the same span while still managing to expand its business with sizable capital projects.
- [By Matthew DiLallo]
In the meantime, Magellan Midstream Partners (NYSE:MMP) is working on a 600,000 BPD pipeline in the region that could be in service by the middle of next year. Magellan is currently evaluating other options such as a joint venture that could optimize the project, which might shift the time frame and scale of the project. In addition, Magellan is eyeing a potential oil export dock in Corpus Christi, Texas, which it sees as an ideal landing spot for crude coming out of the Permian. The up-to-$700 million project could be up and running by 2020 and give Permian producers access to higher global oil prices. Projects like those potentially position Magellan to continue increasing its 5.4%-yielding distribution at a mid-single-digit annual rate for the next several years.
- [By Max Byerly]
Magellan Midstream Partners (NYSE: MMP) and Noble Midstream Partners (NYSE:NBLX) are both oils/energy companies, but which is the better investment? We will contrast the two companies based on the strength of their risk, dividends, profitability, valuation, institutional ownership, analyst recommendations and earnings.
- [By Reuben Gregg Brewer, Travis Hoium, and Chuck Saletta]
Often a high yield is an indication of a stock that's facing some sort of trouble -- but not always. If you take the time, you can find high-yield stocks worth buying if you look in the right places. For example, decidedly low-tech�Lamar Advertising Company (NASDAQ:LAMR), beaten-up midstream player�Magellan Midstream Partners, LP�(NYSE:MMP), and renewable power-focused TerraForm Power, Inc. (NASDAQ:TERP) come from vastly different industries. However, each of these high-yield stocks has a solid business and good growth prospects.
Hot Oil Stocks For 2019: Transocean Inc.(RIG)
Advisors' Opinion:- [By Jason Hall, Tyler Crowe, and John Bromels]
According to three Motley Fool contributors, there are still ample opportunities to profit in the oil and gas segment as some left-behind subsectors start to catch up to the higher price trend. Three in particular that are well-positioned going forward are�Transocean LTD�(NYSE:RIG),�National-Oilwell Varco, Inc.�(NYSE:NOV), and�Devon Energy Corp�(NYSE:DVN).��
- [By John Bromels]
Unless it's not. Which it may not be. There's a big cloud of uncertainty hanging over the company, in part thanks to its status as a very small fish in a very big deepwater ocean that's full of huge, hungry competitors like�Transocean�(NYSE:RIG) and�Ensco�(NYSE:ESV). Questions also abound about its parent company,�Seadrill�(NYSE:SDRL).
- [By Ethan Ryder]
Quantitative Systematic Strategies LLC bought a new stake in Transocean LTD (NYSE:RIG) during the 1st quarter, HoldingsChannel reports. The institutional investor bought 13,609 shares of the offshore drilling services provider’s stock, valued at approximately $135,000.
Hot Oil Stocks For 2019: Marathon Oil Corporation(MRO)
Advisors' Opinion:- [By Logan Wallace]
Marathon Oil (NYSE:MRO) gapped down before the market opened on Thursday . The stock had previously closed at $22.09, but opened at $21.63. Marathon Oil shares last traded at $21.47, with a volume of 12430818 shares traded.
- [By Matthew DiLallo]
That ability to organically discover new shale plays has saved it a ton of money. The company was able to quietly gobble up 50,000 acres in Oklahoma over a four-year period for just $750 an acre. Contrast that with rivals�Devon Energy�(NYSE:DVN) and�Marathon Oil�(NYSE:MRO). Devon spent $1.9 billion to buy Felix Energy in late 2015 for the company's 80,000 acres in Oklahoma, paying a whopping $23,750 an acre. Meanwhile, Marathon paid $888 million for PayRock Energy and its 61,000 acres in the state, which amounted to roughly $14,500 an acre. EOG's�deep�knowledge of shale helps it know where to look so it can lock up land for next to nothing before rivals even know what's there.
- [By Matthew DiLallo]
Marathon Oil (NYSE:MRO) is another oil company built to thrive at lower oil prices. At $50 oil, Marathon can generate enough cash to grow production at a 10% to 14% annual pace for the next several years while living within cash flow. At $60 oil, Marathon's plan would generate about $500 million in free cash flow. With oil above that level even after the recent OPEC chatter, Marathon is on pace to produce a windfall of excess cash this year.�
- [By Tyler Crowe]
Back in 2011, Marathon Oil (NYSE:MRO) elected to spin off Marathon Petroleum. At the time, much of the reasoning for the split was that both entities would garner higher valuations than as an integrated company. Also, by separating them, both could best allocate capital to grow shareholder value.�
Hot Oil Stocks For 2019: Halliburton Company(HAL)
Advisors' Opinion:- [By Logan Wallace]
Aristotle Capital Management LLC lifted its stake in shares of Halliburton (NYSE:HAL) by 4.9% during the 1st quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 4,886,928 shares of the oilfield services company’s stock after purchasing an additional 230,408 shares during the quarter. Aristotle Capital Management LLC owned 0.56% of Halliburton worth $229,392,000 as of its most recent SEC filing.
- [By WWW.GURUFOCUS.COM]
For the details of Packer & Co Ltd's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Packer+%26+Co+Ltd
These are the top 5 holdings of Packer & Co LtdBall Corp (BLL) - 625,005 shares, 7.52% of the total portfolio. Hess Corp (HES) - 2,039,400 shares, 6.78% of the total portfolio. Anadarko Petroleum Corp (APC) - 1,432,600 shares, 6.35% of the total portfolio. Shares added by 14.37%Citigroup Inc (C) - 604,500 shares, 6.34% of the total portfolio. Shares reduced by 11.04%General Electric Co (GE) - 1,118,800 shares, 5.98% o - [By Logan Wallace]
Ladenburg Thalmann Financial Services Inc. decreased its position in shares of Halliburton (NYSE:HAL) by 2.9% during the first quarter, HoldingsChannel reports. The firm owned 43,482 shares of the oilfield services company’s stock after selling 1,312 shares during the period. Ladenburg Thalmann Financial Services Inc.’s holdings in Halliburton were worth $2,035,000 at the end of the most recent reporting period.
- [By Paul Ausick]
Halliburton Co. (NYSE: HAL) reported first-quarter 2018 results before markets opened Monday. The oil and gas services company posted adjusted diluted earnings per share (EPS) of $0.41 on revenues of $5.74 billion. In the same period a year ago, the company reported EPS of $0.04 on revenues of $4.28 billion. First-quarter results also compare to consensus estimates for EPS of $0.41 per share and $5.75 billion in revenues.
Hot Oil Stocks For 2019: Range Resources Corporation(RRC)
Advisors' Opinion:- [By Shane Hupp]
Toronto Dominion Bank increased its holdings in Range Resources Corp. (NYSE:RRC) by 25.2% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 123,421 shares of the oil and gas exploration company’s stock after purchasing an additional 24,839 shares during the period. Toronto Dominion Bank’s holdings in Range Resources were worth $1,794,000 as of its most recent SEC filing.
- [By Tyler Crowe, Matthew DiLallo, and Reuben Gregg Brewer]
So we asked three of our investing contributors to each highlight a company they think has a compelling investment case right now in the oil and gas industry. Here's why they selected Devon Energy (NYSE:DVN), Range Resources (NYSE:RRC), and ExxonMobil (NYSE:XOM).
- [By Joseph Griffin]
Media headlines about Range Resources (NYSE:RRC) have been trending somewhat positive on Saturday, Accern Sentiment Analysis reports. The research group identifies positive and negative press coverage by monitoring more than twenty million news and blog sources in real-time. Accern ranks coverage of public companies on a scale of -1 to 1, with scores nearest to one being the most favorable. Range Resources earned a daily sentiment score of 0.07 on Accern’s scale. Accern also gave media headlines about the oil and gas exploration company an impact score of 46.3371462950661 out of 100, indicating that recent press coverage is somewhat unlikely to have an effect on the stock’s share price in the near future.
- [By Paul Ausick]
Range Resources Corp. (NYSE: RRC) fell about 3.6% Monday to post a new 52-week low of $14.77 after closing at $15.30 on Friday. The 52-week high is $35.64. Volume of about 9.4 million was about 20% higher than the daily average of around 7.7 million shares traded. The company had no specific news.
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