Barron's Oil Bubble Stock Plays
5082 views
Rate Now: 1 2 3 4

average rating: 0.00 / 0 ratings
Created by barrons2
DESCRIPTION:

Date updated:06-22-2008

The price of oil may be peaking in the current range of $130 to $140 a barrel. Here's where you want to be when the bubble bursts.

symbol name last price % change open
  • +
  • DVN
    Devon Energy Cp (
  • $69.78
  • +0.98%
  • $68.89

Few oil stocks would be safe if crude falls $20 to $30 a barrel. Independent exploration and production companies like Devon Energy (DVN), Apache (APA) and XTO Energy (XTO) could get hit hard because they're up sharply in the past year.

People owning DVN also tend to own: AAPLBACBBYBGTCSCOCTSHDEO

TheStreet.com Rating: C- What is this?

  • +
  • APA
    Apache Cp
  • $100.54
  • -0.28%
  • $100.61

Few oil stocks would be safe if crude falls $20 to $30 a barrel. Independent exploration and production companies like Devon Energy (DVN), Apache (APA) and XTO Energy (XTO) could get hit hard because they're up sharply in the past year.

People owning APA also tend to own: BGCBHPCBIIPSSSRIAAPLAUY

TheStreet.com Rating: C+ What is this?

  • +
  • XTO
    Xto Energy Inc
  • $44.62
  • -1.13%
  • $45.03

Few oil stocks would be safe if crude falls $20 to $30 a barrel. Independent exploration and production companies like Devon Energy (DVN), Apache (APA) and XTO Energy (XTO) could get hit hard because they're up sharply in the past year.

People owning XTO also tend to own: APAAPCBHICHKCOPCVXDVN

TheStreet.com Rating: B What is this?

  • +
  • XOM
    Exxon Mobil Cp
  • $72.61
  • -0.33%
  • $72.46

Bernstein's McMahon estimates Exxon could earn $12 share in 2009, versus the current consensus of $9, if oil holds $130 and natural gas averages $11 per thousand cubic feet; it is now around $13. This suggests Exxon, at 86, may be trading for just seven times estimated '09 profits.

People owning XOM also tend to own: AAAIGIBMINTCJNJJPMKO

TheStreet.com Rating: C+ What is this?

  • +
  • CVX
    Chevron Corp
  • $78.34
  • +0.88%
  • $77.41

The majors, including ExxonMobil (XOM), Chevron (CVX) and ConocoPhillips (COP), might hold up better because they have refining and related businesses like chemicals, whose profitability isn't directly linked to crude and natural-gas prices.

People owning CVX also tend to own: ADMAIZALLCBCNICOPCSC

TheStreet.com Rating: B What is this?

  • +
  • COP
    Conocophillips
  • $53.58
  • +1.38%
  • $52.57

Conoco and Chevron also could earn far more than the current '09 consensus under the same oil and gas scenario, Bernstein estimates

People owning COP also tend to own: AAALLAPCBUDCVXDOWGSK

TheStreet.com Rating: C- What is this?

  • +
  • BP
    Bp Plc
  • $59.13
  • +0.07%
  • $58.74

Some of the biggest oil companies, notably ExxonMobil, Royal Dutch Shell (RDS/A) and BP (BP), have badly lagged in the past year. BP, for one, has been beset by problems, including a troubled joint venture in Russia.

People owning BP also tend to own: BACCBSHCLEDFITBFREGE

TheStreet.com Rating: C+ What is this?

  • +
  • MRO
    Marathon Oil Corp
  • $34.94
  • +1.01%
  • $34.51

McMahon favors BP, Royal Dutch and Marathon Oil (MRO).

People owning MRO also tend to own: AMDBMYCAGFMSJCOMUNHAA

TheStreet.com Rating: C+ What is this?

previous next

Portfolio not tracked!

06/30/2008 21:53 PM CDT Asked by jp82785
is it me or do the headlines of this portfolio description and the reasons for owning conflict??

ADD YOUR COMMENTS:

Squeezing the Shorts: Large-Cap ...

By Jonas Elmerraji Posted on Nov. 11, 2009 Recently we put our short-squeeze focus on smaller stocks; this week we’re going large-cap. With higher trading volumes, mo...

11.11.09 | 15:19 PM
Dividend Stocks for the Week

By Jonas Elmerraji Posted on Nov. 10, 2009 After six straight days of gains, the markets are taking a breather today, which gives us the chance to focus our attention b...

11.10.09 | 15:04 PM
This Week's 'Barron's' Roundup

By Roberto Pedone Posted on Nov. 9, 2009 Financial-Services Bull: Barron’s talks with Anton Schutz, portfolio manager at the Burnham Financial Industries Fund (BURFX)...

11.09.09 | 11:01 AM
Rocket Stocks for the Week

By Jonas Elmerraji Posted on Nov. 9, 2009 Last week brought investors a welcome return to gains as the S&P 500 pushed up 3.2% over the course of the last five trading d...

11.09.09 | 08:04 AM
more articles
The YouTube Exchange
07.22.09 | 17:45 PM From author Rawbrrt
General market Technical Analysi...
11.14.07 | 22:55 PM From author ZA
Cartoon Thread
11.15.07 | 20:31 PM From author Peter near Matanzas Inlet
Nymph's Trading Daily Trading Diary
04.13.09 | 01:10 AM From author Trading Nymph
more forums
Q. Does Cramer ever get on Stockpic...
11.11.09 | 22:20 PM Asked by bhowell

A. ya know i think he should...we could use
the hits on the site from bashers and
non bashers...we need the money.

today 's lists
Analyst Upgrades

Analyst Upgrades for Nov. 2, 2009. Read more here. more

TheStreet.com TV Videos

These are some of the stocks mentioned on TheStreet.com TV on Sept. 2. Click the URL below each stock to watch the videos. more

Biggest % Gainers

Here are some of the largest % gainers from Nov. 2, 2009. more