Reddit Posts
$ASLE DD: AerAware is a revolutionary technology with imminent FAA approval, and it is not priced in
This is gonna be the yolo to bring it back I know it $MRO
ISM Services 51.9 vs 51.8. Inflation 59.6 vs 59.5 last month + FOMC
ISM Manufacturing 47.7 vs 48 expected. Prices 51.3 vs 45.1 expected.
Marathon Oil slips as Q4 sales, production fell Y/Y (NYSE:MRO)
Applied Industrial Technologies Reports Fiscal 2023 Second Quarter Results
Marathon Oil Corporation (MRO) Q3 2022 Earnings Call - "Since kicking off our share buyback program last October, we repurchased $3.4 billion of our stock, driving a 20% reduction to our outstanding share count in just 13 months"
When other stocks are tanking and you’re still up. MRO, Marathon Oil, is a no brainer right now.
"Marathon Oil Has the Stamina to Run Even Higher"
Europe’s Gas Price Is Now Equivalent To $410 Per Barrel Of Oil
Oil had a great run, but it may be time to consider cutting loose those oil industry stocks, and look into shorting them. Here's why:
Macron tells Biden that Saudis, Dubai Can Barely Raise Oil Output
Macron tells Biden that UAE, Saudi can barely raise oil output
Not bad for an 850 point market down day: I choose AVAV because they sell the Switchblade Drone that the U.S. is buying and sending to Ukraine. I choose GFI because gold does well when the market is in turmoil (smart people buy gold for safety). MRO because Oil companies had best 1st qtr ever. Ask
MRO Earnings - At an average of $94.43/bbl, MRO made $1.02 per share last quarter.
Trade Marathon Oil Corporation Earnings with Iron Butterfly
The Most Anticipated Earnings for the Week of May 2, 2022
MRO is a solid gain factory … follow me 🤙 for more stock trading advice
I have been looking at either Devon or Marathon as a potential buy
MRO - Huge buybacks upcoming and great Q1 earnings/guidance on May 4th.
A lot of room left on the runway! MRO 7/15 calls
The Liquified Natural Gas Game Has Changed... It's Time to Jump on the LNG Powered Rocket
U.S., EU Reach Liquified Natural Gas Supply Deal to Cut Dependence on Russia
U.S., EU Reach Liquified Natural Gas Supply Deal to Cut Dependence on Russia
Oil Stocks Are Trading At A Deep Discount Right Now
European Union Aims to Cut Russian Gas Dependence by Almost 80% This Year
$CAKE $OWL $ET $MRO Todays YOLO bets for Earnings BULLISH
JPMorgan: Oil Could Easily Hit $120 If Russia-Ukraine Tensions Escalate
Crude Oil over $90, what’s your end of the year price prediction?
Crude Oil hits $90, what’s your end of the year price prediction?
End of the boom in sight for U.S. shale drillers - WSJ
End of the boom in sight for U.S. shale drillers - WSJ
Traders Bet That Oil at $100 Is a Question of When, Not If
What under the radar reopening stocks do you like that are never talked about?
What under the radar reopening stocks you like that are never talked about?
Marathon has formed an M pattern and begun to spell its name. Bullish on $MRO
Went all-in on MRO options on Wednesday, 4¢ from being in the money. RIP. All that remains is $262 after hours.
With a Bullish Oil Market, is it Better to Have Company Stocks, Royalty Trusts, or Sector Funds?
WSJ: ‘Crazy’ Bets on $200 Oil Invade the Options Market
Brent Crude Nears $85 As Global Energy Crisis Worsens
JPMorgan: Energy Stocks Still Have Room To Run
Hedge Funds Scramble To Buy Crude Oil Futures As Market Tightens
Crude Oil At $79, What’s your next play? Oil & Gas leading the market.
Crude Oil At $79, What’s your end of the year price prediction?
Marathon Oil Stock (MRO): It Just Keeps Getting Better
Natural Gas Stocks To Watch As The Energy Crisis Goes Global
OPEC Opts Against Big Output Boost, Pushing Oil Prices to Seven-Year High - Wall Street Journal
OPEC+ Set To Stick To Plan To Ease Oil Production Cuts
There’s a Worldwide Energy Crunch. Here’s How to Play It.
Natural Gas Producers Aren’t the Best Way to Play Soaring Gas Prices. Look at Oil Producers Like Exxon, Royal Dutch, and Marathon Instead.
Rapid Demand Recovery Hints At Even Higher Oil Prices
$AGYP - Oil Stocks Benefit From Rising Prices
Goldman Sachs: Here’s How Oil Prices Could Reach $90 This Winter
Goldman Sachs: Here’s How Oil Prices Could Reach $90 This Winter
OIL: OPEC+ Struggles To Lift Production As Oil Market Tightens Further
Goldman: Oil Could Hit $85 In The Fourth Quarter
Oil is going to $80-100/Barrel... MRO - GO BABY GO!
Oil is going to $80-100/Barrel by end of 2021 = MRO - GO BABY GO!
Oil is going to $80-100/Barrel = MRO - GO BABY GO!
With Summer slowly winding down, has Oil and oil related stocks peaked?
Options always seem like a good idea. Think OPEC is going to screw me on $MRO, Holding $BB still cause retarded. Just keep telling myself they'll go up next week and I'm running out of weeks. 😭
[PBYA] North American Crane Bureau Expands its Training Footprint with Several Fortune 500 Companies
Mentions
Gotta 127 call on MRO if it expires above strike price, how much would I make?
SLB is a equipment, I’m talking CVX XOM I have MRO calls
WHERES THE “OIL IS GOING UP” boys hahahaha. Bought MRO last week.
Options are too volatile in this moment. Better to buy the underlying stock…. I opened positions in PBF, DINO, MPC, MRO, SM, EOG, APA, DVN, PXD
Entered positions in XOM, PXD, SM, DINO, PBF, APA, DVN, MRO, EOG, MPC
Lol I do feel like an old man holding MRO.
I liquidated most of my COVID buys XOM @ 33, SU @ 11, MRO @ 3.75, ugh ... wish I would have held those. I am just long term accumulating RTX cause of dividends and reinvestments, lol.
How is that bro? MRO traded down today.
Holding MRO 27.50 calls for tomorrow. Already up 15% since 2 hours before close. Going to sell those between open and 10et. Not touching nVidia puts, too much momentum just yet. If the qqq drops at 10am, I'll pick up some 435 calls and hold til 1030et.
Hah! My plan after the 1030 QQQ sell is to roll the proceeds into MRO calls dated 3 weeks out at 1.00 over spot and hold til the following week and roll them up again. Of course with small interludes for advantageous calls and puts. MRO should his 42-43 by OCT. There's reasons.
This is a pretty-sounding story you have pulled straight out of your ass unfortunately. There are 1000 ways for the market to adapt to reduced Russian refining capacity, and betting that MPC may benefit from that is a pure gamble. If your mother were to suddenly stop handing out cheap handjobs, that doesn't mean that Sally across the road will get all her customers. Your sister could step in to fill the demand. Now how far will your buy on Sally take you? To continue with this analogy, if you expect your mother to start handing out cheaper handjobs again, then instead of shorting Sally (MRO), which likely is hedged and has employed various methods to mitigate a price drop, you are better off betting on a long term commodities short. <3 my iq is 84.
Here's a summary of the post, focusing on investment strategies: The Conflict's Impact * Ukraine's drone attacks are significantly damaging Russia's oil refining capacity. * Damage to refineries is hard to fix and has a lasting impact on oil prices. Investment Opportunities * Refiners will benefit: Reduced global refining capacity will boost profits for oil refining companies. * Focus on pure refiners: Invest in companies focused solely on refining, not both drilling and refining. * Marathon Petroleum Corporation (MPC): A good long-term buy due to its pure focus on refining. * Marathon Oil Corporation (MRO): Short-term puts (expiring in late June) on MRO are a potential play for several reasons: * OPEC may increase production once they realize Russia's output is limited by the war. * A war resolution would lead to Russia flooding the market with stored oil. Important Note: The author is not a financial advisor. This is their speculative opinion. 
You had me at my own dumb opinion! Puts on MRO. I think oil is slowing down anyway as energy sector is having earnings. After may greedy oil tycoons are going to sell sell sell.
That's exactly what I was thinking. Pipeline companies don't see significant upside due to higher commodity prices. Anyoke that wants proof can look at the 5 year charts on PAA and ET and compare that with price jumps in E&P's like XOM, EQT, MRO, and CVX from 8/2021 to 8/2022. Summer of 2022 oil and especially NG prices spiked, and everyone was rushing to build inventory. NG price is at the same level it was during the Covid lockdowns, and two of the largest producers have said they're going to shut-in production, aka reduce the amount of gas they send to market. LNG exports are picking up but the takeaway capacity still lags the supply glut, especially after the warm winter we had this year. Are you a commodities trader, or do you work at an E&P?
These are my current positions: PBF, DINO, MPC, SM, PXD, EOG, MRO, DVN, APA.
I delta caters to the business class. Company travel mostly, jfk and atl to Europe is their major moneymaker. Along with west coast to Asia. This is without talking about their non passenger services. Delta likes to do MRO services for other airlines, [sauce](https://news.delta.com/delta-techops-signs-225m-component-contracts-during-first-quarter-2023) Overhauling engines and parts brings in millions. For them. Along with a lot of their fleet moving towards being an Airbus heavy fleet saves them from Boeings blunder. Ignoring the fact that they don’t fly the maxes yet anyways and won’t for a few years. And this is just coving the public info I’m allowed to talk about. Delta is stable. The fact that I’m getting calls from contract companies asking if I’m interested in doing contract work at the Atlanta airport both boldens my ego that I’m valuable and my confidence that since they need contractors in Atlanta, they aren’t struggling. Spirit on the other hand, spirit is struggling.
+ ukraine bombing oil shit + summer time oil use = my roth ira in MRO?
Yes. Also buy some selected stock like PBF, DINO, MPC, MRO, SM, EOG, DVN, APA, PXD (which will soon merge with XOM btw)
Yeah I would say XOM is a good buy. I do like COP, PSX and MRO but my absolute favorite is FANG (Diamondback Energy) unfortunately they all are extended so do your due diligence. The reason why I like FANG the most is because of its tremendous EPS rating and asset light business.
Oil is in a new undetected (yet) boom. My favorite tickers are PBF, DINO, PXD, SM, MRO, EOG, APA, DVN
Depends on your definition of undervalued, as PE doesn't tell the whole story. My list consists of Intel, Google, Meta (yes, it's undervalued even now), John Deere, Caterpillar, Pfizer and a slew of oil stocks (such as OXY/SWN, XOM, VLO, HAL, and possibly MPC/MRO). I'm bullish on tech, energy and telecom. Tech is obvious, as it's seeing impressive growth, but the sector IS due for a correction at some point. Intel has by far the biggest upside here. For the massive growth heading its way, the market sure as hell isn't taking it seriously, which presents a rare and great buying opportunity in an overbought market. In the next year or two, people are going to be kicking themselves for not buying it. Oil will continue to rally until at least October, and possibly until the US election. Gas prices are always a hot button campaign issue, so it's hard to tell what's going to happen the closer we get to January. I will reassess my energy holdings in September, but until then, my plan is to hold. Historically, oil has outperformed the S&P in election years, so we will see what that holds for a sector that's already undervalued. In the long term, telecom is expected to add an expected 5-7 billion new 5G connections by 2028-2029 based on infrastructure expansion. In addition to buying the beaten down telecom stocks when they were very low (im up 15% or so already on that alone), I've also bought a few hundred shares of Ericsson, who will be an integral part of 5g infrastructure. It also doesn't hurt that these stocks have a hefty dividend while they develop. Once the tech sector sees a correction, I fully expect the money to get moved into energy. REIT's could also see a pop depending on what happens with the rate cuts and economy.
If you took the MRO stock you mentioned and did what you said, you would be losing money. So I would not follow this as a rule.
PBF, DINO, SM, MRO, EOG, APA, DVN… these are few good examples. Not financial advise
Bought a bunch of MRO the other day..gonna hold till mid to late April. Calls on Oilu probably a good bet
I am now doing a DD for $TATT. They provide thermal/APU solutions and MRO services to aviation/defense. In the recent years they problems with covid, suppliers and labor but it seems like those problems are easing up. They will be profitable this year and the margins are improving. They are bullish on their MRO services segment because more airplanes flying means more MRO services. Personally, if oil prices starts to go up or we have a severe recession than this will ofcourse impact their business. Anybody here following this stock?
USO; K; HE; CELH; FTNT; MRO; WM; ICLN; ABBV; CROX They are using sonic attacks on me. Google "Havanah Syndrome"
SU & MRO Puts on these mfers
MRO puts. Hopefully shit tanks
I got Calls in DOOR, WMT, RIVN, VALE, MRO and Puts HD, LCID for next weeks earnings
I got Calls in DOOR, WMT, RIVN, VALE, MRO and Puts HD, LCID
A lot of these companies also produce gas as byproduct and sell it. Currently Nat gas is trading below break even. Couple that with majors who do a lot more than produce oil and ETFs are skewed towards them. Pure play is more MRO, APA, FANG, OXY. Bag holding here but still like fundamentals. Bought some MRO calls last week
I’m deep in OXY… also like MRO for buyback yield… OXY just did an acquisition that will take 2 years to normalize their debt and business again. So less stoked now
So what do you think will happen with MPC or MRO?
MRO (maintenance & repair operations) that service manufacturers are typically the leading lagging indicator.
Go long SPHR and maybe add to MRO position
Let’s go read about certificate to be MRO in aviation industry. This isn’t a cord dealership- you don’t take your plane back to Seattle for a fluid flush ppl. 214 is cheep as shit for Boeing
They were working deals with both airbus and Boeing at the same time as they always do. Unless the contracts were already routing for signatures (a very real possibility), there was an opportunity to use the recent event as leverage. An order for 20 with this timing could easily be a warning shot to Boeing. Wouldn’t be surprised if Delta ended up with a sweetheart of a larger deal with Boeing for more 737-900s and/or more MRO business
CVE MRO HAL APA small size in each
Been buying MRO and OXY
Every MRO I have worked with preached "Lean Six Sigma" and every asshole in the office who never touched a plane has their "Kaizen" blue/green/black belt or other nonsense. They never implemented the actual maintenance workers in any of their plans, it was insane.
Surely this would be the MRO's fault for poorly fitting a replacement or poor maintenance rather than a direct Boeing structural issue.
i bought XOM last friday , it is up and Iam keeping a eye on the others MRO , OXY .
You believe what you want to believe but I literally was in the business for three years, and three years in traditional helicopters before that so drink your Koolaide if you want. I did think about working for Joby but ultimately decided the risk, in the current economy, was not justified. Joby has a good design but they are not "well on their way" for certification. No one is. No one is beginning commericalized EVTOL operations in anywhere remotely populated in 2025. At best it's 2027. The theoretical cost savings and decreased maintenance requirements are very rosy and based on optimistic estimates from the manufacturers. The FAA, at least until they have a good understanding of the risks, will demand much higher maintenance thresholds, for A-Basis and beyond reliability on everything. The FAA is an extremely conservative and slow moving organization. Until things do consolidate, the MRO costs will be ridiculous. Most reasonable estimates require a 4 pax average occupancy for any EVTOL to break even with a helicopter.
Suez Canal is being heavily affected by the Muslim terrorists. This will cause oil to surge in 2024. Buy DINO, PBF, PXD, MRO, APA, DVN, SM.
If you’re thinking long term and putting $500 a month in, I would look at getting a Roth IRA so you don’t pay the taxes on your gains, also next year is looking possibly rough in the market so I would look at MRO the tobacco giant pays good dividends and is pretty steady considering yk people are addicted.
Energy is general is looking good. My top picks are MRO, OXY, XOM and CVX. Curious what will happen if Guyana is attacked. Plus OPEC+ is cutting again. Two wars still going on.
Best Performer: $UEC +200% Worst Performer: $ET +38% Had some oil stonks in MRO and SU but have sold both for bigly gains. Energy > \*
.....Newegg..... And Marathon (MRO), when it was ~$3 per share.....
Stock and options in MRO (10 bagger), DVN (9 bagger), OXY (8 bagger), XOM, XLE and on down the line.
KHC, PYPL, MRO, GSK calls, at least couple of them should come good 🤔
I will watch out for Energy stocks [MRO, SLB, OXY] for buys on dips before winter chill sets in.
High-risk: MP, RBLX, TLRY Low risk: PRU, PXD, MRO
Long on Oil and Gas. My picks are: $MGY & $MRO.
Trying to beat the market is unrealistic. 90% of investors fail to beat the market and the 10% that succeed are just lucky. Low cost index funds will do worse than individual super star stock picks. All the people that jump on the FAANGs are either bandwagoners or lucky. Lots of people also dumped into other stocks that had an equal likelihood of growth that failed. People are still holding stock from GE that peaked over 20 years ago. Some other honorable mentions $FLSR First Solar The last 5 years they've had good returns but are still down from 2010... $PCG PG&E natural gas and energy provider that had good growth for 34 years. Down 80% from 2017 to within 1% gains from the 1980s... $MRO Marathon Oil down from 2007 $FSP Franklin Street REIT Down 90% since 2005....
MRO worth adding to this list as well?
MRO I bought it at like $3-4 in 2020 but unfortunately sold early at $16 it’s $26 now but oh well
Tell me some better shorts then... If not, let us compare our portfolios in six months Here is mine: Thungela 16% long, current price 789 gbp Equinor 16% long, current price 372 nok MRO 16% long, current price 27.30 $ CVNA 16% short, current price 33.00 $ UPST 16% short, current price 27.40 $ [C3.AI](https://C3.AI) 16% short, current price 25.00 $
Thungela is a south African cola miner trading at x1.5 free cashflow TTM. S.A. is a bit of a basketcase, but I find the chances of nationalization slim enough to hold this one. Equinor trades at x3.5 fcf TTM. OVV trades at X6 TotalEnergies trade at x7 MRO & MPC (refining) trade at 7ish Crew energy is a small canadian, very interesting Just to mention a few
 buy EOG PXD DVN SM MRO DINO APA
I have O on watchlist, I’m into VOC, ET, MO, MRO and a few other things.
Considering adding some oil to my portfolio. Do you guys prefer the majors (CVX, XOM) or the smaller guys (DVN, PXD, MRO, etc.)?
Perfect time to enter long position in shale drillers. I am long in I recently bought: DINO APA MRO EOG PXD SM DVN
None currently. I am in an investing pause right now because Q3 is about to end. At the end of most quarters the big guys tax harvest (they pay takes 4 times a year, ever three months) and doing so causes downward pressure. During these times I sit back and wait for a buying opportunity. ​ I'll give you another example though: I snagged MRO low during the pandemic when Reddit was piling into Tesla and screaming "OIL IS DEAD". It's actually what led me to RYCEY. My thought process was: "How much oil do cars use as a percent of the market?" Not alot? Ok. "What uses a lot of oil?" Planes? Ok. "When will planes be electric?" Not anytime soon? Ok. Which led me to looking into various plane companies. RYCEY makes and maintains engines? Ok, I'm in that too. People tend to over look this type of investing. Investing doesn't need to be focused always on innovation and the future.... a lot of the time just breaking down the problem by asking yourself basic questions, using common sense, and spending \~10 hours researching a stock makes all the difference. ​ P.S. This is not financial advice ;)
Recently entered long positions with ~ 50% of my capital in: DINO, APA, MRO, EOG, PXD, SM, DVN
I initiated a position at $120/share a lil earlier, no theta to worry about and I’m good. Even after the guide down, their forward P/E is 18 and $50/share would stick them at <8 unless you are saying their earnings will get cut a further 60% or whatever that percentage is on top of what was already cut I’ll hold, this is just a cycle downturn. It’s shares not options and I’m comfortable paying up at this price. And the flip side of waning US demand the EU just passed a law yesterday to increase their renewables target by another 10% within the next 6 years for instance Much more tied to interest rates and how residential solar projects are financed, no? This feels like a flip of the ‘oil is dead sell everything’ mantra from 2020 and MRO/OXY made me a lot of money then. Cycle downturns are the best time to add
Put your money in the better Marathon: MRO
This is a good time to load up with oil and gas stocks, WTI will be back to $100 this fall. I own PXD, SM, DVN, DINO, MRO, EOG, APA.
Lol just seeing this thread now but we’re dealing with the same situation where I work. We onboarded them into our MRO program and it’s been a disaster. 8 months into the crib and vending installs they haven’t fully completed any category they were awarded.
Thanks to my MRO and OXY calls, oil market is now collapsing
As a graduate of the Reddit Business School of Conomics; Magnum Cum Loads, Top 5. I would advise splitting the cash up as follows; 1. $FL 2. $MRO 3. $BSQR After your Bugatti winnings are in, because lambo is for poors, give me a call and come check out my private island.
Depends how you feel about each ticker's current acreage position and near term capex plans [Devon](https://imgur.com/a/rF0FHNt) - 100% L48 onshore, concentrated in the Permian [Oxy](https://imgur.com/a/WaT9eS5) - Active across L48, both onshore and in the GoM + their International Ops + their midstream assets + OxyChem + their CCUS / DAC business [Marathon](https://imgur.com/a/BgpqeLa) - Asset footprint seems very similar to Devon. Would have had a more Oxy-ish, diversified energy business had MPLX and / or MPC not been spun off as separate public entities, although I'm pretty sure MRO still holds a controlling % of MPLX units
MRO has very high quality land assets in the Permian and Delaware and are cheaply valued. I expect them to get acquired within the next 12-18 months by a larger company that is looking for a place to deploy capital, assuming oil value holds.
MRO has been buying back a shit ton of shares.
Oxy has best land position, Dvn and MRO pretty similar
Because MRO is going down 40% on earnings 😎
the IV on MRO is just too good. I bought the 23.5p for 3 dollars each 🫣 20 bagger if it tanks 10%, my boys..
!Banbet MRO 23.5p 2000% 1d 💰
!Banbet MRO 25 smackaroos 1d
Always the best time to buy in any sector. I Remember I when MRO was lingering around 4 bucks for weeks back in October/November 2021 at 6 year lows. Oil is dead, demand is over and of coming back. Ended up seeing $30 bucks within a year.
I'm pretty sure tomorrow is a red day. Normally when I do my picks I get 30-50 and then I have to TA those to get down to 4 or 5. Today I only got 4 back before TA and I don't like the look of those few. The four are... $PSX $MRO $MKI $GS
Add a bit of exposure to Oil…. Did you notice that since last March you may be paying ~ 20% or more to fill up your tank? And wait till end of year…. I have open positions in EOG, PXD, MRO, APA, DINO, SM, DVN
Long oil stocks MRO EOG
Need more oil and gas. This is the perfect time to enter positions in PXD, EOG, APA, DINO, MRO, DVN, SM.
I’m still holding a fat ass amount of F and oil stocks like MRO that I bought in 2020
They are set to inflate the debt away. They did so after WWII when the US government had a equal massive debt to GDP. They are doing the same thing again. In 7 years prices on goods will be double what it is now. Commodities is your baby. I find energy companies like EQNR, MRO, MPC & OVV very cheap, but copper miners like FCX expensive.
MSC (MSM) will beat in my opinion. Why? They cut their coupons way down over the last few months, while aggressively raising prices on CNC and tooling that like 75% of machinery companies single source from. Let alone the rest of the MRO e-commerce booms as raw material shortages have dissipated.