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Marathon Petroleum

  • Will Gas Prices Hit $4 a Gallon?

    By Lior Cohen - June 18, 2013 | Tickers: CVX, MPC, VLO

    In a recent interesting article by the Fool it was asked and answered why gas prices won’t break the $5 a gallon mark anytime soon. The author made some interesting and convincing arguments; however, based on the recent developments in the oil market, gasoline price might resume their rally and break the $4 a gallon mark in the coming months. Let’s examine the recent developments in the gasoline more »

  • Billionaire Andreas Halvorsen’s New Stock Picks

    By Meena Krishnamsetty - June 14, 2013 | Tickers: ADBE, CX, MPC, BA, VLO

    We track quarterly 13F filings from hundreds of hedge funds, including billionaire (and Tiger Cub) Andreas Halvorsen’s Viking Global. We have found that the information in 13Fs can be used to develop profitable investing strategies; for example, the most popular small cap stocks among hedge funds earn an average excess return of 18 percentage points per year (learn more about our small cap strategy). By comparing the most recent more »

  • Billionaire Israel Englander’s Cheap Stock Picks

    By Meena Krishnamsetty - June 14, 2013 | Tickers: LYB, MPC, MDR, NOV, PSX

    While we don’t recommend blindly following hedge fund activity from 13F filings, we do consider these filings potentially useful for many investors. The most popular small cap stocks among hedge funds, as determined by our analysis, generate an average excess return of 18 percentage points per year (learn more about imitating hedge funds' small cap picks). We also like to apply traditional stock screens, including the traditional value criteria more »

  • Billionaire David Shaw’s Cheap Stock Picks

    By Meena Krishnamsetty - June 11, 2013 | Tickers: AAPL, XOM, MPC, PFE, WFC

    We track quarterly 13F filings from hundreds of hedge funds and other notable investors, including billionaire David Shaw’s large hedge fund D.E. Shaw. While one way to make use of this information is to compile 13Fs and use them to develop investment strategies (we have found, for example, that the most popular small cap stocks among hedge funds earn an average excess return of 18 percentage points per more »

  • 3 Intriguing Plays This Hedge Fund Is Focusing On

    By Meena Krishnamsetty - June 5, 2013 | Tickers: INFY, MPC, TEVA

    At Insider Monkey, we’ve reported on quite a bit of first quarter 13F filings thus far, but one hedge fund we haven’t taken a look at is Bernard Horn's Polaris Capital Management. Established in 1995, Polaris is an equity-focused investment firm with a penchant for value, and it recently reported that it manages over $4 billion in assets. It’s always important to track hedge fund sentiment more »

  • A Few Reasons Why This Refiner Should Continue to Soar

    By Piyush Arora - June 3, 2013 | Tickers: MPC, MUR, VLO

    Due to volatile crude prices and fluctuating demand over the last year, oil refineries have been hit hard. Usually in stressed industries, finding value picks is a daunting task. But, shares of Murphy Oil (NYSE: MUR) have risen nearly 45% over the last year on the back of its solid financial performance. Now that its shares seem to be approaching fair value, the Street is doubting the sustainability of this more »

  • 5 Energy Picks From T. Boone Pickens

    By Mark Yagalla - May 28, 2013 | Tickers: APA, GDP, MPC, PXD, RAM

    T. Boone Pickens is perhaps the most famous energy-focused hedge fund manager in the world. At 85 years young, he has spent practically his entire life in the oil patch and there's no sign of him slowing down. He started his firm BP Capital in the late 1990s with a few million dollars and grew that small amount to nearly $5 billion in 2008 at its peak. He lost more »

  • Don’t Miss Out on These Energy Stocks

    By Austin Higgins - May 24, 2013 | Tickers: CHK, MPC, PSX

    The country is still in midst of an energy boom. Oil and gas refining companies have seen solid growth this year. Companies are reporting earnings for the first quarter of this year. Here are three companies that you shouldn't miss. 

    A nice short run benefit

    Phillips 66 (NYSE: PSX) is a downstream oil and gas company. It has three separate divisions, including refining and marketing, midstream, and chemicals. Its more »

  • These 4 Refiners Are Still Cheap

    By Mark Yagalla - May 16, 2013 | Tickers: MPC, PSX, TSO, VLO

    It was a rough April for the refiners. At the beginning of the month, the EPA outlined a proposal to reduce sulfur in gasoline starting in 2017. That news knocked prices down 10% to 15% across the entire sector. As the month progressed, the Brent/WTI spread has narrowed as WTI prices gained compared to Brent prices. According to Platts:

    Refiners, on the other hand, have been enjoying better refining more »

  • Phillips 66 and ConocoPhillips a Year Later

    By Erin McBride - May 14, 2013 | Tickers: COP, MRO, MPC, PSX

    One year ago Phillips 66 (NYSE: PSX) and ConocoPhillips (NYSE: COP) happily split up. One year later, both companies appear to be all the better for it.

    Phillips 66 became the downstream company, focusing on refining and marketing, while ConocoPhillips (who kept its name in the amicable breakup) focuses on exploration and production.

    After one year, Phillips 66, one of the largest U.S. independent refiners, has reported first-quarter earnings more »

  • An Elite Investor Is Bullish on This Basket of Stocks

    By Meena Krishnamsetty - April 30, 2013 | Tickers: ADS, BIIB, EQIX, MPC, V

    With roughly $2.5 billion in assets under management, Navellier & Associates is a team of about twelve investment professionals who employ quantitative and fundamental analysis. Headed by market veteran and educator Louis Navellier, the fund recently released its 13F filing for Q1 2013, outlining its latest holdings and market moves. We have used these filings to discern a small-cap strategy that has returned 37% to investors since its debut in more »

  • Will the Oil Market Heat up Again?

    By Lior Cohen - April 28, 2013 | Tickers: CVX, MPC, TSO, USO

    The price of oil plunged during April. Will the price of oil recover from its recent tumble and rally to the $100 mark? How will the shifts in the price of oil affect leading refinery companies? Let’s examine the recent developments in the oil market to answer these questions.

    During April the price of oil tumbled by 8.3%; the United States Oil  Fund (NYSEMKT: USO), an ETF, fell more »

  • JANA Partners Strikes Again

    By Marshall Hargrave - April 24, 2013 | Tickers: AGU, ASH, MPC

    Ashland (NYSE: ASH) is climbing after activist investment firm JANA Partners disclosed that it owns 5.8 million Ashland shares and options. This amounts to a 7.4% stake in the company. The stock rose $7.83, or 9.9%, to $86.66 in recent days after the stake was disclosed. This makes JANA the largest hedge fund owner of Ashland, jumping Atlantic Investment, which owned 2.4 million shares more »

  • Beating the Dow with Index-Based Small Cap Stocks

    By Jeff Stouffer - April 24, 2013 | Tickers: ETN, HNZ, HCP, IWR, MPC

    The iShares Russell MidCap Index Fund (NYSEMKT: IWR) is a basket of stocks that is based on the latest trend of index tracking portfolios. IWR has outperformed the DJIA during the last 12 months with a posted return of 19.47%, while the popular DJIA showed an 18.22% return in the same period.

    The iShares Russell MidCap Index Fund is an ETF that is based on holding the smallest more »

  • Should You Buy or Sell the Phillips 66 Correction?

    By Meena Krishnamsetty - April 22, 2013 | Tickers: HFC, MPC, PSX, TSO, VLO

    Phillips 66 (NYSE: PSX) went public as a spinoff of ConocoPhillips a year ago, and it has risen 74% since becoming independently traded. The $36 billion market cap oil and gas refining and marketing company received considerable attention from Warren Buffett, whose holding company Berkshire Hathaway had over 27 million shares in its portfolio at the end of June and made no changes to that position at least through December more »

  • Top Performing Oil Stocks

    By Federico Zaldua - April 17, 2013 | Tickers: HFC, MPC, TSO

    Since I own British Petroleum in my small equities portfolio (I am a much larger bond investor) I have been researching about the whole oil and gas space and its historical returns. I could notice that last year most energy stocks lagged the S&P500 despite record Brent oil and very high WTI prices. Apparently, investors doubt the sustainability of those high energy prices. That said, there were three stocks more »

  • Top Performing Oil Stocks

    By Federico Zaldua - April 17, 2013 | Tickers: HFC, MPC, TSO

    Since I own British Petroleum in my small equities portfolio (I am a much larger bond investor) I have been researching the whole oil and gas space and its historical returns. I could notice that last year most energy stocks lagged the S&P 500 despite record Brent oil and very high WTI prices. Apparently, investors doubt the sustainability of those high energy prices. That said, there were three stocks more »

  • Which Oil Refiner Is Ready to Grow?

    By Joshua Bondy - April 12, 2013 | Tickers: MPC, PSX, VLO

    North America's energy market continues to evolve. Bakken crude, Alberta's oil sands, wet shale, and infrastructure constraints are driving changes throughout the industry. Petroleum refiners provide a critical function by taking raw petroleum and converting it into usable  products like gasoline. The smartest refiners are in a great place to profit. They use cheap North American crude and export refined products overseas for a substantial profit. 

    US Refined more »

  • What Do These Oil Companies Have in Common?

    By Austin Higgins - April 11, 2013 | Tickers: HES, MRO, MPC, VLO

    Oil and gas companies are focusing their efforts on providing the most valuable operations to their investors. While gas prices have risen steadily over the last 6 months, downstream operations are not the most profitable space to control. There is a new trend of oil and gas exploration companies selling or spinning off their downstream, retail operations in an effort to develop their core practice of finding and drilling for more »

  • What Do These Oil Companies Have in Common?

    By Austin Higgins - April 8, 2013 | Tickers: HES, MRO, MPC, VLO

    Oil and gas companies are focusing their efforts on providing the most valuable operations to its investors. While gas prices have risen steadily over the last 6 months, downstream operations are not the most profitable space to control. There is a new trend of oil and gas exploration companies selling or spinning off their downstream, retail operations in an effort to develop their core practice of finding and drilling for more »

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