Nine energy stocks that could rally following oil production cuts

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We are looking for North American energy stocks with strong relative valuations

The Screen

With benchmark crude oil prices down by more than 11 per cent this year, Saudi Arabia announced on Sunday it would curb oil production by one million barrels a day starting July in hopes of providing relief to depressed oil prices. OPEC has now decreased oil production by approximately 4.6 million b/d, or 4.6 per cent of global demand this year.

First, we screen for Canadian-, and U.S.-listed oil, gas and consumable fuels companies with a market capitalization greater than US$1-billion. We then use the StarMine Relative Valuation model to screen for companies with a score greater than 90. The relative valuation model is a percentile ranking of stocks based on price and enterprise value multiples such as price-to-earnings, price-to-cash-flow, price-to-book, and enterprise value-to-EBITDA, with 100 representing the highest rank.

 

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