CXO - Marathon Oil Corporation: Avoiding Trouble

• The enterprise value of Marathon Oil is less than 5 times the nine month cash flow figure reported.
• The enterprise value of ConocoPhillips is more than 20 times the nine month cash flow figure reported.
• The adequate Eagle Ford takeaway capacity was a valuable competitive edge over the Permian takeaway inadequate capacity.
• The common stock of ConocoPhillips is a market darling while the common stock of Marathon Oil is in the doghouse.
• Clearly Marathon Oil management has been more successful at cutting costs and raising efficiency.

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