Part of the weekly research here at The Acquirer’s Multiple features some of the top picks from our Stock Screeners and some top investors who are holding these same picks in their portfolios. Investors such as Warren Buffett, Joel Greenblatt, Carl Icahn, Jim Simons, Prem Watsa, Jeremy Grantham, Seth Klarman, Ray Dalio, and Howard Marks. The top investor data is provided from their latest 13F’s. This week we’ll take a look at:
Chesapeake Energy Ord Shs (NASDAQ: CHK)
Chesapeake Energy Corp is a US-based exploration and production company. It is engaged in the acquisition, exploration, and development of properties for the production of oil, natural gas, and natural gas liquids from underground reservoirs. Geographically, the company focuses its exploration, development, acquisition, and production efforts in the operating areas of Marcellus, Northern Appalachian Basin in Pennsylvania; Haynesville, Northwestern Louisiana (Gulf Coast); Eagle Ford, South Texas; Powder River Basin, Stacked pay in Wyoming; and Brazos Valley – Southeast Texas.
A quick look at the price chart below shows us that the stock is up 52% in the past twelve months. We currently have the stock trading on an Acquirer’s Multiple of 5.81, which means that it remains undervalued.
(Source: Morningstar)
Superinvestors who currently hold positions in the company include:
(Shares)
Howard Marks – 12,001,153
D E Shaw – 5,231,840
Israel Englander – 666,934
Ken Griffin – 629,949
Charles Brandes – 519,836
David Tepper – 400,000
Chuck Royce – 203,569
Jim Simons – 93,720
Joe Huber – 82,160
Cliff Asness – 50,477
Jean-Marie Eveillard – 19,231
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