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Validea's Top Five Energy Stocks Based On Kenneth Fisher - 11/11/2018


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The following are the top rated Energy stocks according to Validea's Price/Sales Investor model based on the published strategy of Kenneth Fisher . This value strategy rewards stocks with low P/S ratios, long-term profit growth, strong free cash flow and consistent profit margins.

NK LUKOIL PAO (ADR) ( LUKOY ) is a large-cap value stock in the Oil & Gas - Integrated industry. The rating according to our strategy based on Kenneth Fisher is 90% based on the firm's underlying fundamentals and the stock's valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.

Company Description: NK Lukoil PAO is an energy company. The primary activities of LUKOIL and its subsidiaries are oil exploration, production, refining, marketing and distribution. Its segments include Exploration and Production; Refining, Marketing and Distribution, and Corporate and other. The Exploration and Production segment includes its exploration, development and production operations related to crude oil and gas. These activities are located within Russia, with additional activities in Azerbaijan, Kazakhstan, Uzbekistan, the Middle East, Northern and Western Africa, Norway, Romania and Mexico. The Refining, Marketing and Distribution segment includes refining, petrochemical and transport operations, marketing and trading of crude oil, natural gas and refined products, generation, transportation and sales of electricity, heat and related services. The Corporate and other segment includes operations related to finance activities, production of diamonds and certain other activities.

The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.

PRICE/SALES RATIO:PASS
TOTAL DEBT/EQUITY RATIO:PASS
PRICE/RESEARCH RATIO:PASS
PRICE/SALES RATIO:PASS
LONG-TERM EPS GROWTH RATE:FAIL
FREE CASH PER SHARE:PASS
THREE YEAR AVERAGE NET PROFIT MARGIN:PASS

For a full detailed analysis using NASDAQ's Guru Analysis tool, click here

REPSOL SA (ADR) ( REPYY ) is a large-cap value stock in the Oil & Gas Operations industry. The rating according to our strategy based on Kenneth Fisher is 90% based on the firm's underlying fundamentals and the stock's valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.

Company Description: Repsol, S.A. (Repsol) is an integrated energy company. The Company's segments include Upstream, Downstream, and Corporation and others. The Upstream segment carries out oil and natural gas exploration and production activities, and manages its project portfolio. The Downstream segment includes covers the supply and trading of crude oil and other products; oil refining and marketing of oil products, and the production and marketing of chemicals. It owns and operates five refineries in Spain (Cartagena, A Coruna, Bilbao, Puertollano and Tarragona) with a combined distillation capacity of approximately 900 thousand barrels of oil per day. The Company operates La Pampilla refinery in Peru, which has an installed capacity of approximately 120 thousand barrels of oil per day. Its Chemicals division produces and commercializes a range of products, and its activities range from basic petrochemicals to derivatives.

The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.

PRICE/SALES RATIO:PASS
TOTAL DEBT/EQUITY RATIO:PASS
PRICE/RESEARCH RATIO:PASS
PRICE/SALES RATIO:PASS
LONG-TERM EPS GROWTH RATE:PASS
FREE CASH PER SHARE:PASS
THREE YEAR AVERAGE NET PROFIT MARGIN:FAIL

For a full detailed analysis using NASDAQ's Guru Analysis tool, click here

ALLIANCE RESOURCE PARTNERS, L.P. ( ARLP ) is a mid-cap value stock in the Coal industry. The rating according to our strategy based on Kenneth Fisher is 80% based on the firm's underlying fundamentals and the stock's valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.

Company Description: Alliance Resource Partners, L.P. is a producer and marketer of coal primarily to the United States utilities and industrial users. The Company operates through segments, including Illinois Basin, Appalachia, and Other operations. The Illinois Basin segment consists of various operating segments, including Webster County Coal, LLC's Dotiki mining complex, Gibson County Coal, LLC's mining complex, which includes the Gibson North mine and Gibson South mine, Hopkins County Coal, LLC's mining complex, which includes the Elk Creek mine, the Pleasant View surface mineable reserves and the Fies property, White County Coal, LLC's, Pattiki mining complex, Warrior Coal, LLC's mining complex, Sebree Mining, LLC's mining complex, which includes the Onton mine and River View Coal, LLC mining complex. The Appalachia segment consists of multiple operating segments, including the Mettiki mining complex, the Tunnel Ridge mining complex and the MC Mining mining complex.

The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.

PRICE/SALES RATIO:PASS
TOTAL DEBT/EQUITY RATIO:PASS
PRICE/RESEARCH RATIO:PASS
PRICE/SALES RATIO:FAIL
LONG-TERM EPS GROWTH RATE:FAIL
FREE CASH PER SHARE:PASS
THREE YEAR AVERAGE NET PROFIT MARGIN:PASS

For a full detailed analysis using NASDAQ's Guru Analysis tool, click here

MATRIX SERVICE CO ( MTRX ) is a small-cap value stock in the Oil Well Services & Equipment industry. The rating according to our strategy based on Kenneth Fisher is 80% based on the firm's underlying fundamentals and the stock's valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.

Company Description: Matrix Service Company provides engineering, fabrication, infrastructure, construction and maintenance services primarily to the oil, gas, power, petrochemical, industrial, mining and minerals markets. The Company's segments include Electrical Infrastructure, Oil Gas & Chemical, Storage Solutions and Industrial. The Electrical Infrastructure segment primarily includes construction and maintenance services to a range of power generation facilities, such as combined cycle plants, natural gas fired power stations and renewable energy installations. The Oil Gas & Chemical segment includes turnaround activities, plant maintenance services and construction in the downstream petroleum industry. The Storage Solutions segment includes new construction of crude and refined products aboveground storage tanks (ASTs), as well as planned and emergency maintenance services. The Industrial segment includes construction and maintenance work in the iron and steel and mining and minerals industries.

The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.

PRICE/SALES RATIO:PASS
TOTAL DEBT/EQUITY RATIO:PASS
PRICE/RESEARCH RATIO:PASS
PRICE/SALES RATIO:PASS
LONG-TERM EPS GROWTH RATE:FAIL
FREE CASH PER SHARE:PASS
THREE YEAR AVERAGE NET PROFIT MARGIN:FAIL

For a full detailed analysis using NASDAQ's Guru Analysis tool, click here

ROYAL DUTCH SHELL PLC (ADR) (RDS.A) is a large-cap value stock in the Oil & Gas Operations industry. The rating according to our strategy based on Kenneth Fisher is 80% based on the firm's underlying fundamentals and the stock's valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.

Company Description: The Royal Dutch Shell plc explores for crude oil and natural gas around the world, both in conventional fields and from sources, such as tight rock, shale and coal formations. The Company's segments include Integrated Gas, Upstream, Downstream and Corporate. The Integrated Gas segment is engaged in the liquefaction and transportation of gas and the conversion of natural gas to liquids to provide fuels and other products, as well as projects with an integrated activity, ranging from producing to commercializing gas. The Upstream segment includes the operations of Upstream, which is engaged in the exploration for and extraction of crude oil, natural gas and natural gas liquids, and the marketing and transportation of oil and gas, and Oil Sands, which is engaged in the extraction of bitumen from mined oil sands and conversion into synthetic crude oil. The Downstream segment is engaged in oil products and chemicals manufacturing, and marketing activities.

The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.

PRICE/SALES RATIO:PASS
TOTAL DEBT/EQUITY RATIO:PASS
PRICE/RESEARCH RATIO:PASS
PRICE/SALES RATIO:PASS
LONG-TERM EPS GROWTH RATE:FAIL
FREE CASH PER SHARE:PASS
THREE YEAR AVERAGE NET PROFIT MARGIN:FAIL

For a full detailed analysis using NASDAQ's Guru Analysis tool, click here

Since its inception, Validea's strategy based on Kenneth Fisher has returned 330.75% vs. 177.98% for the S&P 500. For more details on this strategy, click here

About Kenneth Fisher : The son of Philip Fisher, who is considered the "Father of Growth Investing", Kenneth Fisher is a money manager, bestselling author, and longtime Forbes columnist. The younger Fisher wowed Wall Street in the mid-1980s when his book Super Stocks first popularized the idea of using the price/sales ratio ( PSR ) as a means of identifying attractive stocks. According to his alma mater, Humboldt State University, Fisher is also one of the world's foremost experts on 19th century logging. Appropriately, Fisher's firm, Fisher Investments, is located in a lush forest preserve in Woodside, California, where the contrarian-minded Fisher says he and his employees can get away from Wall Street groupthink.

About Validea : Validea is an investment research service that follows the published strategies of investment legends. Validea offers both stock analysis and model portfolios based on gurus who have outperformed the market over the long-term, including Warren Buffett, Benjamin Graham, Peter Lynch and Martin Zweig. For more information about Validea, click here

The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.



This article appears in: Investing , Stocks
Referenced Symbols: LUKOY , REPYY , ARLP , MTRX , PSR



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