Jim Cramer's Most Recent Energy Stock Picks

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 |  Includes: APA, APC, BTUUQ, CHK, CLR, COP, CVX, DVN, EOG, HAL, KMP, SLB, TOT
by: Insider Monkey

Jim Cramer is a former hedge fund manager. He is also the host of CNBC's Mad Money. Cramer expresses his views on stocks on his TV show, which helps many ordinary investors who watch his show daily on TV make their own investments. We believe that by focusing on Jim Cramer’s recommendations, investors are more likely to beat the market in the long term. An academic study by two Northeastern University professors found that Cramer’s stock picks outperformed the market.

Below we compiled a list of energy stocks Cramer are bullish about recently. All companies have at least $10 billion market cap and were recommended by Cramer during his TV show in the past two weeks.

Apache (NYSE:APA): Apache is an independent energy company. APA has a market cap of $43.0B, a P/E ratio of 10.58, and lost 11.48% since the beginning of this year. Jean-Marie Eveillard’s First Eagle Investment Management, Ric Dillon’s Diamond Hill Capital, Boykin Curry’s Eagle Capital Management and many other hedge funds tracked by Insider Monkey had APA in their portfolios.

Anadarko Petroleum (NYSE:APC): APC has a market cap of $41.7B, a P/E ratio of 49.26, and returned 10.34% since the beginning of this year. Both Jean-Marie Eveillard and Ric Dillon invested over $200 million in the stock.

Peabody Energy (BTU): Peabody Energy Corporation is a coal company owns majority interests in 28 coal mining operations located in the United States and Australia. BTU has a market cap of $12.7B a P/E ratio of 13.46, and lost 26.48% since the beginning of this year. Jeffery Vinik’s Vinik Asset Management had $58 million invested in BTU.

Chesapeake Energy (NYSE:CHK): Chesapeake is a producer of natural gas and oil and natural gas liquids in the United States. CHK has a market cap of $19.7B, a P/E ratio of 26.79, and returned 15.76% since the beginning of this year. Mason Hawkins had $2.6 billion invested in CHK shares.

Continental Resources (NYSE:CLR): Continental Resources is an independent crude oil and natural gas exploration and production company. CLR has a market cap of $11.5B, a P/E ratio of 129.6, and returned 7.90% since the beginning of this year. Jeff Vinik had nearly $50 million of CLR stocks.

ConocoPhillips (NYSE:COP): ConocoPhillips is an international, integrated energy company. COP has a market cap of $98.5B, a P/E ratio of 9.19, and returned 9.26% since the beginning of this year. Jean-Marie Eveillard had $438 million invested in COP shares. Bill Miller and Warren Buffett also had COP shares in their portfolio.

Chevron (NYSE:CVX): Chevron is engaged in petroleum operations, chemicals operations, mining operations, power generation and energy services. CVX has a market cap of $219.6B, a P/E ratio of 8.13, and returned 22.97% since the beginning of this year. Bill Miller had over $100 million of CVX stocks.

Devon Energy (NYSE:DVN): Devon is an independent energy company engaged in exploration, development and production of natural gas and oil. DVN has a market cap of $28.4B, a P/E ratio of 19.99, and lost 12.62% since the beginning of this year. Jean-Marie Eveillard and Ric Dillon both had over $200 million invested in DVN stocks.

EOG Resources (NYSE:EOG): EOG Resources explores, develops, produces and markets natural gas and crude oil primarily in United States, Canada, Trinidad, United Kingdom, and China. EOG has a market cap of $25.6B, a P/E ratio of 61.81, and gained 4.82% since the beginning of this year. Ric Dillon, Jean-Marie Eveillard, T. Boone Pickens and many other hedge fund managers were bullish about EOG.

Halliburton (NYSE:HAL): Halliburton provides a range of services and products for the exploration, development, and production of oil and natural gas around the world. HAL has a market cap of $36.0B, a P/E ratio of 13.22, and lost 3.60% since the beginning of this year. Ken Fisher had $285 million invested in HAL. Ken Griffin’s Citadel also invested more than $100 million in the stock.

Kinder Morgan Energy Part (NYSE:KMP): KMP is a pipeline transportation and energy storage company in North America. KMP has a market cap of $25.2B, a P/E ratio of 477.12, and gained 15.56% since the beginning of this year. Michael Messner had $22 million invested in KMP.

Schlumberger (NYSE:SLB): Schlumberger is a supplier of technology, integrated project management and information solutions to the international oil and gas exploration and production industry. SLB has a market cap of $101.9B, a P/E ratio of 23.59, and lost 8.22% since the beginning of this year. Ken Fisher had over $700 million invested in SLB. Recently we analyzed Schlumberger and its competitors. SLB is not a bad pick but we like Halliburton (HAL) better because its PE ratio is less than SLB and it is expected to grow its earnings more than SLB over the next 5 years.

Total SA (NYSE:TOT): Total SA is a France-based integrated international oil and gas company. TOT has a market cap of $128.5B, a P/E ratio of 7.23, and returned 6.70% since the beginning of this year. Robert Rodriguez and Steven Romick invested $14 million in TOT shares.



Disclosure: I am long CHK, COP.