Townhall.com, Where Your Opinion Counts
Talk Radio:   Bill Bennett   Mike Gallagher   Dennis Prager   Michael Medved   Hugh Hewitt   
BREAKING NEWS  LeftArrow - Townhall.com : Conservative, Political, Republican   RightArrow - Townhall.com : Conservative, Political, Republican  
Columns, funnies & more in your inbox!
  • Check the boxes and send us your email address to receveive your free newsletter
  • Your daily must-read of conservative columns, cartoons and news. Coulter, Sowell, Krauthammer and more.
  • Townhall.com’s weekly inside scoop on what’s happening behind the scenes in the world of politics. When news breaks, we report.
  • Signup to receive the latest daily Townhall cartoons
Tuesday, December 02, 2008
Brian D. Pacampara :: Townhall.com Columnist
4-Star Stocks Poised to Pop: Marathon Oil
by Brian D. Pacampara
Vote on It:
Average Vote:
[+] Text [-]
 
Poll
Will the Dems' health care Christmas Present to America be an improvement or detriment to our health care system?


Sunoco (NYSE: SUN),
BP (NYSE: BP)

CAPS members bullish on MRO also bullish on

Valero Energy (NYSE: VLO),
ConocoPhillips (NYSE: COP)

CAPS members bearish on MRO also bearish on

Chevron (NYSE: CVX),
Tesoro (NYSE: TSO)

Sources: Capital IQ, a division of Standard & Poor's, and Motley Fool CAPS. TTM = trailing 12 months.

Over on CAPS, fully 1185 of the 1239 members who have rated Marathon -- almost 96% -- believe the stock will outperform the S&P 500 going forward. These Fools include cmanasco and Harry0925.

Last month, cmanasco tapped Marathon as a particularly special situation: "With the potential for Marathon to split its business into two equally valuable groups there is serious potential here for a double in the next couple of months, how often do you see that in recessionary times?!"

In a pitch just a day before, Harry0925 elaborates on the proposed value-unlocking break-up:

Company is breaking up, will unlock significant value. Has 1.2B BOE in proved reserves, and refining business had revenue of $56B last year. Using conservative multiples yields a much higher price. They are selling assets this quarter for $1.1B, will sell more assets for $2-4B next quarter, and earned $2B last quarter. Note the market cap is only $20B. Yield is currently about 3.5% and balance sheet is strong.

What do you think about Marathon, or any other stock for that matter? Make your voice heard on Motley Fool CAPS today. More than 120,000 investors are waiting to hear what you have to say. CAPS is 100% free, so simply click here to get started.

1 2
| Full Article & Comments | < Previous
Share:
Vote on It:
Average Vote:
 
About The Author

Brian D. Pacampara is an investment expert and analyst for the Motley Fool.

Be the first to read Brian D. Pacampara's column. Sign up today and receive Townhall.com delivered each morning to your inbox.

Sign Up to Post Your CommentsSign Up to Post Your Comments
If you are already registered, click here to login. Otherwise, please take a few seconds to register with Townhall.com. Once you sign up, you’ll be able to post your comments immediately, use the action center, get podcasts, and more!
Note: Fields marked with a red asterisk (*) are required.
Salutation:
First Name:
*
Last Name:
*
Email:
*
Nickname:
*
Note: Nick name will be shown when you post comments.
Address 1:
*
Address 2:
City:
*
State:
*
Zip:
*
Phone:
      
Your daily must-read of conservative columns, cartoons and news. Coulter, Sowell, Krauthammer and more.
(Bi-Weekly) We highlight the best opportunities from our partners for surveys, action items and more.