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Validea's Top Five Energy Stocks Based On Motley Fool - 10/13/2019

The following are the top rated Energy stocks according to Validea's Small-Cap Growth Investor model based on the published strategy of Motley Fool. This strategy looks for small cap growth stocks with solid fundamentals and strong price performance.

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 Motley Fool is 59% 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.

PROFIT MARGIN: PASS
RELATIVE STRENGTH: FAIL
COMPARE SALES AND EPS GROWTH TO THE SAME PERIOD LAST YEAR: FAIL
INSIDER HOLDINGS: FAIL
CASH FLOW FROM OPERATIONS: PASS
PROFIT MARGIN CONSISTENCY: PASS
R&D AS A PERCENTAGE OF SALES: NEUTRAL
CASH AND CASH EQUIVALENTS: FAIL
INVENTORY TO SALES: PASS
ACCOUNTS RECEIVABLE TO SALES: PASS
LONG TERM DEBT/EQUITY RATIO: FAIL
"THE FOOL RATIO" (P/E TO GROWTH): PASS
AVERAGE SHARES OUTSTANDING: PASS
SALES: FAIL
DAILY DOLLAR VOLUME: PASS
PRICE: PASS
INCOME TAX PERCENTAGE: FAIL

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

VALVOLINE INC (VVV) is a mid-cap growth stock in the Oil & Gas Operations industry. The rating according to our strategy based on Motley Fool is 56% 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: Valvoline Inc. (Valvoline) is engaged in the production and distribution of automotive, commercial and industrial lubricants, and automotive chemicals. The Company operates through three segments: Core North America, Quick Lubes and International. The Core North America segment sells Valvoline, and other branded and private label products in the United States and Canada to both consumers performing their own automotive maintenance, referred to as Do-It-Yourself (DIY) consumers, as well as, to installer customers using Valvoline products to service vehicles owned by Do-It-For-Me (DIFM) consumers. Its Quick Lubes segment services the passenger car and light truck quick lube market through platforms, including its franchised Valvoline Instant Oil Change (VIOC) stores and Express Care. Its International segment sells Valvoline and other branded products through its affiliates, joint ventures, licensees and independent distributors. Its products include All Climate, DuraBlend and MaxLife.

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.

PROFIT MARGIN: PASS PROFIT MARGIN: PASS
RELATIVE STRENGTH: FAIL RELATIVE STRENGTH: FAIL
COMPARE SALES AND EPS GROWTH TO THE SAME PERIOD LAST YEAR: FAIL COMPARE SALES AND EPS GROWTH TO THE SAME PERIOD LAST YEAR: FAIL
INSIDER HOLDINGS: FAIL INSIDER HOLDINGS: FAIL
CASH FLOW FROM OPERATIONS: PASS CASH FLOW FROM OPERATIONS: PASS
PROFIT MARGIN CONSISTENCY: PASS PROFIT MARGIN CONSISTENCY: FAIL
R&D AS A PERCENTAGE OF SALES: NEUTRAL R&D AS A PERCENTAGE OF SALES: NEUTRAL
CASH AND CASH EQUIVALENTS: FAIL CASH AND CASH EQUIVALENTS: FAIL
INVENTORY TO SALES: PASS INVENTORY TO SALES: PASS
ACCOUNTS RECEIVABLE TO SALES: PASS ACCOUNTS RECEIVABLE TO SALES: PASS
LONG TERM DEBT/EQUITY RATIO: FAIL LONG TERM DEBT/EQUITY RATIO: PASS
"THE FOOL RATIO" (P/E TO GROWTH): PASS "THE FOOL RATIO" (P/E TO GROWTH): FAIL
AVERAGE SHARES OUTSTANDING: PASS AVERAGE SHARES OUTSTANDING: PASS
SALES: FAIL SALES: FAIL
DAILY DOLLAR VOLUME: PASS DAILY DOLLAR VOLUME: PASS
PRICE: PASS PRICE: PASS
INCOME TAX PERCENTAGE: FAIL INCOME TAX PERCENTAGE: PASS

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

PAR PACIFIC HOLDINGS INC (PARR) is a small-cap value stock in the Oil & Gas Operations industry. The rating according to our strategy based on Motley Fool is 52% 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: Par Pacific Holdings, Inc. manages and maintains interests in energy and infrastructure businesses. The Company's segments include Refining, Retail, Logistics, Texadian, and Corporate and Other. Refinery segment includes the Company's refinery operations in Kapolei, Hawaii, which produces sulfur diesel, gasoline, jet fuel, marine fuel and other associated refined products primarily for consumption in Hawaii. Retail segment includes retail outlets that sell gasoline, diesel and retail merchandise throughout the islands of Oahu, Maui, Hawaii and Kauai. Logistics segment owns and operates terminals, pipelines, a single-point mooring (SPM) and trucking operations to distribute refined products throughout the island of Oahu, as well as the neighboring islands of Maui, Hawaii, Molokai and Kauai. Texadian segment focuses on sourcing, marketing, transporting and distributing crude oil and refined products in the United States and Canada.

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.

PROFIT MARGIN: PASS PROFIT MARGIN: PASS PROFIT MARGIN: FAIL
RELATIVE STRENGTH: FAIL RELATIVE STRENGTH: FAIL RELATIVE STRENGTH: FAIL
COMPARE SALES AND EPS GROWTH TO THE SAME PERIOD LAST YEAR: FAIL COMPARE SALES AND EPS GROWTH TO THE SAME PERIOD LAST YEAR: FAIL COMPARE SALES AND EPS GROWTH TO THE SAME PERIOD LAST YEAR: PASS
INSIDER HOLDINGS: FAIL INSIDER HOLDINGS: FAIL INSIDER HOLDINGS: FAIL
CASH FLOW FROM OPERATIONS: PASS CASH FLOW FROM OPERATIONS: PASS CASH FLOW FROM OPERATIONS: PASS
PROFIT MARGIN CONSISTENCY: PASS PROFIT MARGIN CONSISTENCY: FAIL PROFIT MARGIN CONSISTENCY: PASS
R&D AS A PERCENTAGE OF SALES: NEUTRAL R&D AS A PERCENTAGE OF SALES: NEUTRAL R&D AS A PERCENTAGE OF SALES: NEUTRAL
CASH AND CASH EQUIVALENTS: FAIL CASH AND CASH EQUIVALENTS: FAIL CASH AND CASH EQUIVALENTS: FAIL
INVENTORY TO SALES: PASS INVENTORY TO SALES: PASS INVENTORY TO SALES: PASS
ACCOUNTS RECEIVABLE TO SALES: PASS ACCOUNTS RECEIVABLE TO SALES: PASS ACCOUNTS RECEIVABLE TO SALES: PASS
LONG TERM DEBT/EQUITY RATIO: FAIL LONG TERM DEBT/EQUITY RATIO: PASS LONG TERM DEBT/EQUITY RATIO: FAIL
"THE FOOL RATIO" (P/E TO GROWTH): PASS "THE FOOL RATIO" (P/E TO GROWTH): FAIL "THE FOOL RATIO" (P/E TO GROWTH): FAIL
AVERAGE SHARES OUTSTANDING: PASS AVERAGE SHARES OUTSTANDING: PASS AVERAGE SHARES OUTSTANDING: PASS
SALES: FAIL SALES: FAIL SALES: FAIL
DAILY DOLLAR VOLUME: PASS DAILY DOLLAR VOLUME: PASS DAILY DOLLAR VOLUME: PASS
PRICE: PASS PRICE: PASS PRICE: PASS
INCOME TAX PERCENTAGE: FAIL INCOME TAX PERCENTAGE: PASS INCOME TAX PERCENTAGE: FAIL

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

SHELL MIDSTREAM PARTNERS LP (SHLX) is a mid-cap value stock in the Oil Well Services & Equipment industry. The rating according to our strategy based on Motley Fool is 52% 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: Shell Midstream Partners, L.P. is a master limited partnership company, which owns, operates, develops and acquires pipelines and other midstream assets. The Company conducts its operations through its subsidiary, Shell Midstream Operating, LLC. Its assets consist of interests in entities that own crude oil and refined products pipelines serving as key infrastructure to transport onshore and offshore crude oil production to Gulf Coast and Midwest refining markets and to deliver refined products from those markets to demand centers. As of December 31, 2016, it owned interests in seven crude oil pipeline systems, three refined products systems, one natural gas gathering pipeline system and a crude tank storage and terminal system. Its pipeline and terminal systems include Zydeco crude oil system, Auger crude oil system, Mars crude oil system, Bengal product system, Poseidon crude oil system, Odyssey crude oil system, Proteus crude oil system and Endymion crude oil system.

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.

PROFIT MARGIN: PASS PROFIT MARGIN: PASS PROFIT MARGIN: FAIL PROFIT MARGIN: PASS
RELATIVE STRENGTH: FAIL RELATIVE STRENGTH: FAIL RELATIVE STRENGTH: FAIL RELATIVE STRENGTH: FAIL
COMPARE SALES AND EPS GROWTH TO THE SAME PERIOD LAST YEAR: FAIL COMPARE SALES AND EPS GROWTH TO THE SAME PERIOD LAST YEAR: FAIL COMPARE SALES AND EPS GROWTH TO THE SAME PERIOD LAST YEAR: PASS COMPARE SALES AND EPS GROWTH TO THE SAME PERIOD LAST YEAR: FAIL
INSIDER HOLDINGS: FAIL INSIDER HOLDINGS: FAIL INSIDER HOLDINGS: FAIL INSIDER HOLDINGS: PASS
CASH FLOW FROM OPERATIONS: PASS CASH FLOW FROM OPERATIONS: PASS CASH FLOW FROM OPERATIONS: PASS CASH FLOW FROM OPERATIONS: PASS
PROFIT MARGIN CONSISTENCY: PASS PROFIT MARGIN CONSISTENCY: FAIL PROFIT MARGIN CONSISTENCY: PASS PROFIT MARGIN CONSISTENCY: PASS
R&D AS A PERCENTAGE OF SALES: NEUTRAL R&D AS A PERCENTAGE OF SALES: NEUTRAL R&D AS A PERCENTAGE OF SALES: NEUTRAL R&D AS A PERCENTAGE OF SALES: NEUTRAL
CASH AND CASH EQUIVALENTS: FAIL CASH AND CASH EQUIVALENTS: FAIL CASH AND CASH EQUIVALENTS: FAIL CASH AND CASH EQUIVALENTS: PASS
INVENTORY TO SALES: PASS INVENTORY TO SALES: PASS INVENTORY TO SALES: PASS ACCOUNTS RECEIVABLE TO SALES: PASS
ACCOUNTS RECEIVABLE TO SALES: PASS ACCOUNTS RECEIVABLE TO SALES: PASS ACCOUNTS RECEIVABLE TO SALES: PASS LONG TERM DEBT/EQUITY RATIO: PASS
LONG TERM DEBT/EQUITY RATIO: FAIL LONG TERM DEBT/EQUITY RATIO: PASS LONG TERM DEBT/EQUITY RATIO: FAIL "THE FOOL RATIO" (P/E TO GROWTH): PASS
"THE FOOL RATIO" (P/E TO GROWTH): PASS "THE FOOL RATIO" (P/E TO GROWTH): FAIL "THE FOOL RATIO" (P/E TO GROWTH): FAIL AVERAGE SHARES OUTSTANDING: FAIL
AVERAGE SHARES OUTSTANDING: PASS AVERAGE SHARES OUTSTANDING: PASS AVERAGE SHARES OUTSTANDING: PASS SALES: FAIL
SALES: FAIL SALES: FAIL SALES: FAIL DAILY DOLLAR VOLUME: PASS
DAILY DOLLAR VOLUME: PASS DAILY DOLLAR VOLUME: PASS DAILY DOLLAR VOLUME: PASS PRICE: PASS
PRICE: PASS PRICE: PASS PRICE: PASS INCOME TAX PERCENTAGE: FAIL
INCOME TAX PERCENTAGE: FAIL INCOME TAX PERCENTAGE: PASS INCOME TAX PERCENTAGE: FAIL

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

Since its inception, Validea's strategy based on Motley Fool has returned 545.38% vs. 198.79% for the S&P 500. For more details on this strategy, click here

About Motley Fool: Brothers David and Tom Gardner often wear funny hats in public appearances, but they're hardly fools -- at least not the kind whose advice you should readily dismiss. The Gardners are the founders of the popular Motley Fool web site, which offers frank and often irreverent commentary on investing, the stock market, and personal finance. The Gardners' "Fool" really is a multi-media endeavor, offering not only its web content but also several books written by the brothers, a weekly syndicated newspaper column, and subscription newsletter services.

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.

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