Hess Corp.

  • Hess Creating a Focused, High-Growth and Low-Risk Portfolio

    By usman iftikhar - August 5, 2013 | Tickers: BP, CVX, HES

    Due to expanding economies and rising populations, the higher demand for energy fuels is providing the oil and gas exploration industry an opportunity to grow at a good pace. The industry is anticipated to continue its growth momentum in the next five years. Every player in the industry is striving to grab the maximum market share of this rising demand by implementing effective strategies. This article focuses on what strategies more »

  • Wednesday Is a Big Day for Oil Earnings

    By Matthew Frankel - July 29, 2013 | Tickers: HES, MUR, PSX

    During earnings season, it is pretty common to notice a group of similar companies reporting earnings on or around the same date. Today I would like to focus on a group of one of my favorite kinds of investments: oil companies. On Wednesday three large oil companies report their earnings: Hess (NYSE: HES), Murphy Oil (NYSE: MUR), and Phillips 66 (NYSE: PSX). Let’s take a quick look at each more »

  • More Potential Upside for This E&P Business

    By Anh HOANG - July 24, 2013 | Tickers: COP, XOM, HES

    Since the beginning of the year, Hess (NYSE: HES) has experienced a significant rise in the market, up 39.6%, handily beating the S&P 500’s return of only 18.6%. Elliott Management, a 4.5% stake owner in the company, thought that Hess should be worth as much as $126 per share. Michael Price, the famous value investor, also commented that the company could receive an $80 to more »

  • Billionaire Paul Singer Is Counting on These Companies

    By Shweta Dubey - July 1, 2013 | Tickers: BMC, DLPH, HES

    Billionaire Paul Singer’s hedge fund, Elliot Associates, has a strategy of buying distressed securities cheaply, and sell them later at a higher price. Last year, the fund posted a return of 13% on its holdings. Elliot has $21 billion assets under management. As per its recent 13F filings with the SEC on March 31, 2013, it disclosed four new positions and 13 exits.

    In this article, I have analyzed more »

  • Billionaire Michael Price’s Cheap Stock Picks

    By Meena Krishnamsetty - June 30, 2013 | Tickers: HES, INTC, KALU, PFE, SYA

    We track quarterly 13F filings from hundreds of hedge funds and other notable investors as part of our work researching investment strategies; we have found, for example, that the most popular small cap stocks among hedge funds outperform the S&P 500 by an average of 18 percentage points per year. We also like to screen filings from individual funds according to a number of criteria, including low earnings multiples more »

  • Billionaire James Dinan’s New Stock Picks

    By Meena Krishnamsetty - June 27, 2013 | Tickers: CBG, HIG, HES, NWSA, VMED

    Several weeks after the end of each quarter, hedge funds such as billionaire James Dinan’s York Capital Management file 13Fs with the SEC to disclose many of their long equity positions as of the end of that quarter. Even though the information in 13Fs may well be out of date by the time it is released, we’ve actually found that it can be used to develop investment strategies more »

  • Insiders and Smart Money Are Betting on This Energy Stock

    By Meena Krishnamsetty - June 27, 2013 | Tickers: CVX, COP, XOM, HES

    According to a Form 4 filed with the SEC John Mullin III, a member of Hess' (NYSE: HES) Board of Directors, directly purchased 10,000 shares of the company’s stock on June 21 at an average price of $63.01 per share. Insiders already have an economic connection to the company, and so theory suggests that they should be reluctant to buy more shares, thereby increasing company-specific risk, unless more »

  • Billionaire John Paulson’s Cheap Stock Picks

    By Meena Krishnamsetty - June 27, 2013 | Tickers: AET, FCX, HCA, HES, RKT

    Paulson & Co., the hedge fund managed by billionaire John Paulson has been struggling in recent times due to large positions in gold and gold miners. We have gone through the fund’s most recent 13F filing for the first quarter of 2013; we track these quarterly filings, which disclose many of a hedge fund’s long equity positions as of the end of the quarter, in our database with the more »

  • Three Opportunistic Energy Plays on Shareholder Activism

    By Anh HOANG - June 24, 2013 | Tickers: CHK, HES, SD

    Recently, Chairman and CEO Tom Ward of SandRidge Energy (NYSE: SD) was fired from the company he founded. The CEO position was taken over by James Bennett, the company’s CFO, and the Director Jeffrey Serota was the interim chairman. Since the beginning of the year, SandRidge Energy’s share price has dropped significantly, from $6.35 per share to around $4.80 per share. Is the recent CEO’s more »

  • 3 Oil and Gas Companies Will Continue Their Growth Stories

    By Shweta Dubey - June 9, 2013 | Tickers: CVX, COP, HES

    According to an OPEC report, emerging economies like China and India account for 92% of rising demand for oil globally. To keep pace with increasing global demand for oil, production plays a vital role. It is expected that the dynamics of the demand and supply for oil will meet around 90 million of barrels per day by the end of 2013. However, supply will exceed 92 million barrels per day more »

  • 2 Oil & Gas Stocks to Consider, 1 to Avoid

    By Piyush Arora - June 9, 2013 | Tickers: HES, HFC, PSX

    With the oil production bonanza and weak demand for petroleum products in North America, the Brent-WTI spread has narrowed to $9, down from $15 last year. The spread determines refinery margins, and the worsening spreads only sound trouble for refineries. However, some refineries seem to be having a profitable ride.

    Bullish case for Phillips 66

    Phillips 66 (NYSE: PSX) has been enjoying healthy crack spreads of $25-$33 over the more »

  • This Revamped Energy Firm Is a Buy

    By Sarfaraz Khan - June 8, 2013 | Tickers: CLR, HES, STO

    Hess' (NYSE: HES), four-month battle with billionaire Paul Singer’s Elliott Management has finally come to an end with the most dramatic change in the oil company’s board in its 80-year history. A total of nine of the 14 board members are being replaced with new ones, which also includes three out of five of Paul Singer’s nominees.  

    In return, Elliot Management, the second-largest shareholder in Hess, will more »

  • Is It Too Late to Get in on These Energy Names?

    By Mark Yagalla - June 3, 2013 | Tickers: HES, OIS, RIG

    Lately the sector activist investors have been targeting the most is the oil patch. With sky-high oil prices, there's no reason why an oil stock should be under-performing the overall market. We have the big money hedge fund activists to thank for forcing change at these companies. Carl Icahn has targeted Transocean (NYSE: RIG). Paul Singer has targeted Hess (NYSE: HES). Barry Rosenstein and David Einhorn have targeted Oil more »

  • Will the Bakken Deliver on Its Promise?

    By Bob Chandler - May 30, 2013 | Tickers: CLR, HES, KOG, NOG

    The use of hydraulic fracturing, or "fracking," has helped the U.S. return to being a top oil and gas producer. As production amounts have soared, the general expectation is that we are now on the way to being an energy powerhouse. But is this realistic? The Bakken shale play will be an excellent test case. It is one of the linchpins for the hopes of U.S. energy dominance more »

  • Smart Money Is Buying This Stock

    By Mark Yagalla - May 30, 2013 | Tickers: CLR, HES, OXY

    Hess (NYSE: HES) is one stock that several hedge funds have in their portfolio. In the latest 13F filings, it was seen that the stock is in the portfolio of Michael Price's MFP Investors, David Einhorn's Greenlight Capital, David Tepper's Appaloosa Management, John Paulson's Paulson & Co., Richard Perry's Perry Corp., and Paul Singer's Elliott Management. Elliott Management has been the most aggressive of the more »

  • Billionaire James Dinan's Top Stock Picks

    By Meena Krishnamsetty - May 29, 2013 | Tickers: HES, NWSA

    Editor's Note: This article was based upon York Capital's original 13F filing. Recently York Capital filed an amended 13F and disclosed it did not change it's position in PetroLogistics. This article has been updated accordingly.

    Several weeks after the end of each quarter, hedge funds and other major investors are required to file 13Fs with the SEC, disclosing many of their long equity positions as of the more »

  • Billionaire David Einhorn's Latest Shakeups

    By Marshall Hargrave - May 29, 2013 | Tickers: AAPL, HES, MSFT, OIS, YHOO

    Billionaire David Einhorn founded his Greenlight Capital hedge fund in 1996. Einhorn emphasizes intrinsic value for achieving out-sized investment returns and safeguarding capital regardless of market conditions. Einhorn says of his philosophy...
    We try to find things that are misunderstood. And then if we think something is misunderstood then we figure out if it’s misvalued. And if we figure out that it’s misunderstood and misvalued, then we tend more »
  • Relational Remains Concentrated

    By Marshall Hargrave - May 27, 2013 | Tickers: HES, HPQ, ITW, IR

    The investment fund Relational Investors runs a heavy concentration, with 50% of its public-equity portfolio invested in its top four stocks. Ralph Whitworth founded Relational in 1996. The investment fund now manages some $5 billion and employs a strategic block investment strategy. Per the fund's recent quarterly filing with the SEC, outlined below are the fund's top four stock picks (check out Relational's portfolio).
     
    Betting on tech more »
  • Billionaire Paul Singer’s Elliott Management Bought These Stocks

    By Meena Krishnamsetty - May 24, 2013 | Tickers: BRCD, CPWR, HES, VMED

    Elliott Management, a hedge fund managed by billionaire Paul Singer since its founding in 1977, has filed its 13F for the first quarter of 2013 (see the filing on the SEC's website). These filings disclose hedge funds' or other major investors' long equity positions as of the end of a quarter; there are a few different ways for investors to use this information.

    For one, we have found that more »

  • Hedge Fund Giovine Capital Loves These Stocks--Should You?

    By Meena Krishnamsetty - May 24, 2013 | Tickers: APC, ENR, HES, HD, MOS

    Giovine Capital Group, founded by Thomas A. Giovine in 1998, has a sizable equity portfolio. Institutional investors have to comply with SEC requirements, which include filing a 13F form every quarter. A quick look at the top five equity positions of Giovine may be a good starting point for individual research. Our research has shown that individual investors can outperform the market by as much as 18 percentage points per more »

  • Page 1 of 6