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| BUY | 42.020 | Pat Naccarato | An oil/gas production company as well as one of the largest refining operations. Believes you are getting the refinery operations for free. Once things get back to a more normal situation, profitability should start increasing. | 2008-09-10 | |
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| Comment | 42.560 | Jaime Carrasco | Fundamentally, oil will continue to go higher. We are producing 87 million and are demanding 87 million. Not sure why this stock has dropped as management seems to be doing the right things. This will require patience. | 2008-07-25 | |
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| TOP PICK | 50.970 | Brian Acker, CA | Probably has the largest component of all the integrateds. Model price is $78.68, a 55% positive differential. Continuing positive earnings estimates. | 2008-06-11 | |
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| TOP PICK | 52.910 | Brian Acker, CA | Has a model price of $77.93, a 50% positive differential. Has a larger refining business than most of the others. Very cheap. | 2008-05-08 | |
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| TOP PICK | 47.800 | Brian Acker, CA | Likes the cheap energy stocks in the US. His model price is $73.18, a 54% positive differential. | 2008-04-03 | |
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| TOP PICK | 53.640 | John Stephenson | Has a fair component that is refining. Also has several growth engines including Norway, Equatorial Guinea and the Gulf of Mexico. Production is coming on. Dirt-cheap. Trades at about 3.2X forward cash flow multiple, which is cheap. | 2008-03-05 | |
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| TOP PICK | 49.380 | John Stephenson | This one has come off very hard. The refining and downstream pieces were disappointing in the 4th quarter. EBITDA was 40%-50% weighted to the downstream but they are coming into a period where refining should do extremely well. | 2008-02-08 | |
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| BUY | 124.990 | John Stephenson | Has a refining component. | 2007-06-06 | |
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| PAST TOP PICK | 101.550 | John Stephenson | (A Top Pick July 10/06. Up 18.3%.) a valuation call. Pretty good refining fundamentals. Upstream production also started to come on. Still attractive. | 2007-04-30 | |
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| TOP PICK | 86.870 | John Stephenson | Extremely cheap on a cash flow multiple basis. Trades at about 3.7 EBITDA. Has a very strong downstream in refining component. Visible production growth. | 2006-11-16 | |
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| TOP PICK | 85.860 | John Stephenson | Basically an international story. Likes the improving production profile their downstream arm, Marathon Ashland which is their refinery. | 2006-07-10 | |
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| PAST TOP PICK | 45.810 | John Stephenson | (A Top Pick Feb 15/05. Up 5%.) Things have pulled back a little over the last few weeks, but still pleased with this one. Should go higher. | 2005-03-30 | |
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| TOP PICK | 42.990 | John Stephenson | Very, very cheap compared to its peers. Has an improving capital employed story. Improving cash flow and efficiency. Good yhield. | 2005-02-15 | |
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| DON'T BUY | 29.670 | John Stephenson | Third-quarter results have been reasonable but not outstanding. Doesn't have a large institutional following. Expects it will have a bit of a struggle. Fairly reasonably valued at this point. Not a lot of upside. | 2003-11-27 | |
Experts that have talked about Marathon Oil
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