Companies Whose Stocks Should Benefit From Excess Savings Portfolio

Companies Whose Stocks Should Benefit From Excess Savings

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Created by mock portfolio

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Date updated:08-13-2007

On the "Hedge Against Every Risk With One Holding" portfolio (link: http://www.stockpickr.com/port/Hedge-Against-Every-Risk-The-U-S-Could-Face-With-1-Holding/), I stated how you could purchase oil drillers/exploration firms to hedge against a variety of U.S. risks, including dollar depreciation, negative affects of the U.S. current account deficit, etc...

However, when will those oil firms building up excess savings (and thus boosting the stock market/making the U.S. current account deficit worse) finally begin to spend their considerable amounts of free cash flow?

I guess what I'm trying to ask is: how can we most directly benefit from excess petrodollar savings until they finally do start spending a considerable amount of their excess free cash flow (heck, even when they start spending more, they still could have loads of free cash flow)?

Well, here are foreign oil companies that have been primary beneficiaries of rising oil prices - and whose stocks should have benefited greatly from recent excess savings.

Note that I am only adding those oil companies that would add to the deficit. In other words, I am only including foreign oil companies.

By: Matthew

CEO
Cnooc Ltd.
$141.86
0.00%
$142.51

Name: China National Offshore Oil Corp. Ltd. What It Is: considered a "national oil company"

People owning CEO also tend to own: AOB ASN BBC ERF HLX LONG PTEN

TheStreet.com Rating: No Rating What is this?

SNP
China Petroleum &
$79.11
0.00%
$78.68

Name: China National Petroleum and Chemical Company What It Is: considered a "national oil company" Note: be cognizant of the fact that it also has chemical exposure

People owning SNP also tend to own: ABY DEL EWT GG IRS PFE PHO

TheStreet.com Rating: D+ What is this?

PBR
Petroleo Brasilei
$44.89
0.00%
$45.27

Name: Petroleo Brasilerio SA (Petrobas) What It Is: considered a "national oil company"

People owning PBR also tend to own: ACI AINV ANR APC BBD BTU CHK

TheStreet.com Rating: C+ What is this?

FOJCF.PK
Fortum Corp Finla
$25.00
0.00%
$N/A

Name: Fortum Oy What It Is: considered a "national oil company"

People owning FOJCF.PK also tend to own: BF BHP BP BRG BTE CEO CNQ

TheStreet.com Rating: No Rating What is this?

OGZPY.PK
Oao Gazprom Adr
$24.98
-0.48%
$24.75

Name: Gazprom What It Is: considered a "national oil company"

People owning OGZPY.PK also tend to own: COP DE PBR PH PX RIO SID

TheStreet.com Rating: No Rating What is this?

STO
Statoilhydro Asa
$21.94
0.00%
$21.88

Name: Statoil ASA What It Is: considered a "national oil company"

People owning STO also tend to own: NHY BDT BTU LOW NR PGN RNP

TheStreet.com Rating: B- What is this?

PTR
Petrochina Co Ltd
$118.28
0.00%
$117.89

Name: PetroChina What It Is: I think it's a "national oil company"...

People owning PTR also tend to own: CAM CEO CLB COP DO DRYS FCX

TheStreet.com Rating: C- What is this?

BP
Bp P.l.c.
$52.32
0.00%
$51.68

Name: BP What It Is: a foreign "major integrated global oil company"

People owning BP also tend to own: AAPL APA AUY C CME COP EMC

TheStreet.com Rating: B- What is this?

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	Start Price	Return Value	Start Date
CEO	86.79	+63.45%	Apr 29th
SNP	89.26	-11.37%	Apr 29th
PBR	102.40	-56.16%	Apr 29th
FOJCF.PK	30.00	-16.67%	Apr 29th
OGZPY.PK	40.15	-37.78%	Apr 29th
STO	28.21	-22.23%	Apr 29th
PTR	114.98	+2.87%	Apr 29th
BP	67.72	-22.74%	Apr 29th
COP	70.04	-31.57%	Apr 29th
E	66.77	-24.01%	Apr 29th
PCZ	44.50	-1.42%	Apr 29th
RDS-B	71.44	-20.04%	Apr 29th
TOT	74.34	-19.63%	Apr 29th
BTE	19.19	-5.37%	Apr 29th
BRG	72.74	------	Apr 29th
BHP	48.92	+22.81%	Apr 29th
NCEPF.PK	31.50	0.00%	Apr 29th
CNQ	60.44	+1.87%	Apr 29th
ECA	53.50	+8.49%	Apr 29th
FXEN	8.69	-52.24%	Apr 29th
IE.TO	2.26	-18.58%	Apr 29th
HSE.TO	85.13	-59.73%	Apr 29th
LUKOF.PK	31.25	+36.00%	Apr 29th
MSAOF.PK	0.11	------	Apr 29th
NHY	34.77	-62.90%	May 27th
OMVJF.PK	63.8042	-48.83%	Apr 29th
POU.TO	24.33	-70.20%	Apr 29th
PWT-UN.TO	33.60	-54.02%	Apr 29th
PMOIY.PK	24.16	-15.15%	Apr 29th
RMNRF.PK	0.32	+189.06%	Apr 29th
REP	33.38	-28.34%	Apr 29th
SRCSF.PK	4.65	-68.82%	Apr 29th
TLM	19.34	-16.29%	Apr 29th
TAPOF.PK	0.12	+825.00%	Apr 29th
TUWLY.PK	50.00	+237.20%	Apr 29th
VETMF.PK	31.2457	-3.75%	Apr 29th
BF	122.70	------	May 27th
Average return:	+19.14%
Success rate:	29.41%
Deleted Stocks:
NXY	60.47	-51.00%	Apr 29th
Tracking Started: 04-29-2007

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