Barron's Oil Bubble Stock Plays
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Created by barrons2
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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 (
  • $67.93
  • +0.64%
  • $68.94

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
  • $97.77
  • +1.35%
  • $98.28

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
  • $41.61
  • +1.22%
  • $41.84

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: AAPLAPAAUYBPCCMECOP

TheStreet.com Rating: B What is this?

  • +
  • XOM
    Exxon Mobil Cp
  • $75.70
  • +1.77%
  • $75.44

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
  • $78.74
  • +2.57%
  • $78.31

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
  • $52.37
  • +0.56%
  • $52.78

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
  • $58.64
  • +1.40%
  • $58.75

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
  • $33.09
  • +0.21%
  • $33.71

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

People owning MRO also tend to own: AAALLAPCBUDCOPCVXDOW

TheStreet.com Rating: C What is this?

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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??

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