Sonntag, 8. Juli 2012




Interested in oil and gas drilling stocks? Do you prefer stocks that pay back their investors with dividend income? Do you prefer stocks that analysts rate as "Buy," or better? Looking for ways to dig deeper into a company's profitability? Keeping this idea in mind, we ran a screen you might be interested in.
EPS growth (earnings per share growth) illustrates the growth of earnings per share over time. EPS growth rates help investors identify stocks that are increasing or decreasing in profitability. This profitability metric is generally a key driver in the price of the stock as it directly correlates to the profitability of the company as a whole.
The Operating Profit Margin is a profitability ratio that measures the effectiveness of the company's operating efficiency. This metric allows investors to see how much profit is left after all variable costs are covered. If the company's margin is increasing over time this means that it's earning more per dollar of sales. Finding trends in the Operating Profit Margin helps investors identify companies that are improving profitability over time and managing the economic landscape better than competitors.
We first looked for oil & gas drilling stocks with a very high yield (more than 5%). We then screened for businesses that analysts rate as "Buy" or "Strong Buy" (mean recommendation < 3). We then looked for businesses that have shown strong bottom line growth over the last year (1-year fiscal EPS growth rate>10%)(1-year operating margin>15%). We did not screen out any market caps.
Do you think these stocks hold solid value? Use this list as a starting-off point for your own analysis.
Breitburn Energy Partners L.P. (BBEP)
Sector: Basic Materials
Industry: Oil & Gas Drilling & Exploration
Market Cap: $1.16B
Beta: 0.87

Breitburn Energy Partners L.P. has a Dividend Yield of 10.82%; a Payout Ratio of 68.74%; an Analysts' Rating of 1.50; an Earnings Per Share Growth Rate of 193.60%; and Operating Profit Margin of 36.99%. The short interest was 0.74% as of 05/22/2012. BreitBurn Energy Partners L.P. engages in the acquisition, exploitation, and development of oil and gas properties in the United States. The company's properties include natural gas, oil, and midstream assets comprising fields in the Antrim Shale in Michigan, and the New Albany Shale in Indiana and Kentucky; and fields in the Evanston and Green River basins in southwestern Wyoming, the Wind river and Big Horn basins in central Wyoming, the Powder River basin in eastern Wyoming, the Los Angeles basin in California, and fields in Florida's Sunniland Trend. As of December 31, 2011, its total estimated proved reserves were 151.
Legacy Reserves Lp (LGCY)
Sector: Basic Materials
Industry: Oil & Gas Drilling & Exploration
Market Cap: $1.27B
Beta: 1.06

Legacy Reserves Lp has a Dividend Yield of 8.36%; Payout Ratio of 69.41%; Analysts' Rating of 1.60; Earnings Per Share Growth Rate of 508.12%; and Operating Profit Margin of 28.41%. The short interest was 0.34% as of 05/22/2012. Legacy Reserves LP, an independent oil and natural gas limited partnership, engages in the acquisition and development of oil and natural gas properties primarily located in the Permian Basin, Mid-Continent, and Rocky Mountain regions of the United States. As of December 31, 2010, it owned interests in producing oil and natural gas properties in 370 fields in the Permian Basin, Texas Panhandle, Wyoming, Oklahoma, and several other states; operated 2,132 gross productive wells; and owned non-operated interests in 3,227 gross productive wells, as well as had proved reserves of approximately 52.8 million barrels of crude oil equivalent.
MarkWest Energy Partners LP (MWE)
Sector: Basic Materials
Industry: Oil & Gas Drilling & Exploration
Market Cap: $3.77B
Beta: 0.99

MarkWest Energy Partners LP has a Dividend Yield of 5.99%; Payout Ratio of 159.32%; Analysts' Rating of 1.70; Earnings Per Share Growth Rate of 6353.29%; and Operating Profit Margin of 21.93%. The short interest was 0.61% as of 05/22/2012. Markwest Energy Partners, L.P., together with its subsidiaries, engages in the gathering, processing, and transportation of natural gas in the southwest, Gulf Coast, and northeast regions of the United States.
Vanguard Natural Resources, LLC (VNR)
Sector: Basic Materials
Industry: Oil & Gas Drilling & Exploration
Market Cap: $1.35B
Beta: 0.95

Vanguard Natural Resources, LLC has a Dividend Yield of 9.15%; Payout Ratio of 103.19%; Analysts' Rating of 2.00; Earnings Per Share Growth Rate of 95.51%; and Operating Profit Margin of 45.07%. The short interest was 0.53% as of 05/22/2012. Vanguard Natural Resources, LLC, through its subsidiaries, engages in the acquisition and development of oil and natural gas properties in the United States. It owns properties and oil and natural gas reserves primarily located in six operating areas: the Permian Basin in west Texas and New Mexico; the Big Horn Basin in Wyoming and Montana; south Texas; the Williston Basin in North Dakota and Montana; Mississippi; and the Arkoma Basin in Arkansas and Oklahoma. As of March 31, 2012, the company had total proved reserves of 71.
*Company profiles were sourced from Finviz. Financial data was sourced from Finviz.
Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.

http://seekingalpha.com/article/612721-4-oil-and-gas-drilling-high-yield-dividend-stocks-that-analysts-rate-as-buy-or-better

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