Companies Whose Stocks Should Benefit From Excess Savings
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Created by mock portfolio
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Date updated:08-13-2007

On the "Hedge Against Every Risk With One Holding" portfolio (link: http://www.stockpickr.com/port/Hedge-Against-Every-Risk-The-U-S-Could-Face-With-1-Holding/), I stated how you could purchase oil drillers/exploration firms to hedge against a variety of U.S. risks, including dollar depreciation, negative affects of the U.S. current account deficit, etc...

However, when will those oil firms building up excess savings (and thus boosting the stock market/making the U.S. current account deficit worse) finally begin to spend their considerable amounts of free cash flow?

I guess what I'm trying to ask is: how can we most directly benefit from excess petrodollar savings until they finally do start spending a considerable amount of their excess free cash flow (heck, even when they start spending more, they still could have loads of free cash flow)?

Well, here are foreign oil companies that have been primary beneficiaries of rising oil prices - and whose stocks should have benefited greatly from recent excess savings.

Note that I am only adding those oil companies that would add to the deficit. In other words, I am only including foreign oil companies.

By: Matthew

symbol name last price % change open
  • +
  • CEO
    Cnooc Ltd Ads
  • $145.34
  • -2.65%
  • $147.27

Name: China National Offshore Oil Corp. Ltd. What It Is: considered a "national oil company"

People owning CEO also tend to own: AOBASNBBCERFHLXLONGPTEN

TheStreet.com Rating: No Rating What is this?

  • +
  • SNP
    China Petro & Che
  • $73.86
  • 0.00%
  • $N/A

Name: China National Petroleum and Chemical Company What It Is: considered a "national oil company" Note: be cognizant of the fact that it also has chemical exposure

People owning SNP also tend to own: ABYDELEWTGGIRSPFEPHO

TheStreet.com Rating: No Rating What is this?

  • +
  • PBR
    Petroleo Brasilei
  • $38.20
  • -1.50%
  • $38.66

Name: Petroleo Brasilerio SA (Petrobas) What It Is: considered a "national oil company"

People owning PBR also tend to own: AAPLAPAAUYBPCCMECOP

TheStreet.com Rating: B What is this?

  • +
  • FOJCF.PK
    Fortum Corp Finla
  • $24.40
  • 0.00%
  • $N/A

Name: Fortum Oy What It Is: considered a "national oil company"

People owning FOJCF.PK also tend to own: BFBHPBPBRGBTECEOCNQ

TheStreet.com Rating: No Rating What is this?

  • +
  • OGZPY.PK
    Oao Gazprom Adr
  • $22.90
  • 0.00%
  • $N/A

Name: Gazprom What It Is: considered a "national oil company"

People owning OGZPY.PK also tend to own: COPDEPBRPHPXRIOSID

TheStreet.com Rating: No Rating What is this?

  • +
  • STO
    Statoil Asa
  • $21.57
  • -0.46%
  • $21.56

Name: Statoil ASA What It Is: considered a "national oil company"

People owning STO also tend to own: NHYBDTBTULOWNRPGNRNP

TheStreet.com Rating: B- What is this?

  • +
  • PTR
    Petrochina Co Ads
  • $106.30
  • -2.32%
  • $107.02

Name: PetroChina What It Is: I think it's a "national oil company"...

People owning PTR also tend to own: AOBASNBBCCEOERFHLXLONG

TheStreet.com Rating: C What is this?

  • +
  • BP
    Bp Plc
  • $52.43
  • -1.41%
  • $52.64

Name: BP What It Is: a foreign "major integrated global oil company"

People owning BP also tend to own: APCAXPBABACBBBYBKCVX

TheStreet.com Rating: C+ What is this?

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Start Price

Return Value

Start Date
CEO 86.79 +67.46% Apr 29th
SNP 89.26 -17.25% Apr 29th
PBR 102.40 -62.70% Apr 29th
FOJCF.PK 30.00 -18.67% Apr 29th
OGZPY.PK 40.15 -42.96% Apr 29th
STO 28.21 -23.54% Apr 29th
PTR 114.98 -7.55% Apr 29th
BP 67.72 -22.58% Apr 29th
COP 70.04 -32.37% Apr 29th
E 66.77 -33.88% Apr 29th
PCZ 44.50 -7.03% Apr 29th
RDS-B 71.44 -27.35% Apr 29th
TOT 74.34 -25.79% Apr 29th
BTE 19.19 +47.21% Apr 29th
BRG 72.74 ------ Apr 29th
BHP 48.92 +38.80% Apr 29th
NCEPF.PK 31.50 0.00% Apr 29th
CNQ 60.44 +6.04% Apr 29th
ECA 53.50 -43.31% Apr 29th
FXEN 8.69 -67.20% Apr 29th
IE.TO 2.26 +57.08% Apr 29th
HSE.TO 85.13 -68.71% Apr 29th
LUKOF.PK 31.25 +88.04% Apr 29th
MSAOF.PK 0.11 ------ Apr 29th
NHY 34.77 -62.90% May 27th
OMVJF.PK 63.8042 -29.47% Apr 29th
POU.TO 24.33 -39.75% Apr 29th
PWT-UN.TO 33.60 -45.42% Apr 29th
PMOIY.PK 24.16 -30.34% Apr 29th
RMNRF.PK 0.32 +140.63% Apr 29th
REP 33.38 -34.39% Apr 29th
SRCSF.PK 4.65 -58.06% Apr 29th
TLM 19.34 -12.62% Apr 29th
TAPOF.PK 0.12 +670.83% Apr 29th
TUWLY.PK 50.00 ------ Apr 29th
VETMF.PK 31.2457 -3.76% Apr 29th
BF 122.70 ------ May 27th

Average return:

 +10.28%

Success rate:

 27.27%

Deleted Stocks:
NXY 60.47 -51.00% Apr 29th

Tracking Started: 04-29-2007

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