The YouTuber suggests Marathon Petroleum as a strong downstream oil company, owning refineries, storage, and a pipeline network. The company maintains high refinery utilization and generates significant operational cash flow, which it returns to shareholders through dividends and substantial share repurchases. Despite lower oil prices, it offers a 22% earnings yield and a 2.9% dividend.
“Marathon produced over 4.1 billion in operational cash flow in the first quarter alone helping to send 337 million to investors as dividends and repurchase 3.1 billion in shares the company also authorized another five billion dollars in share repurchases for the future now here again with lower oil prices the earnings will come down a little but we're still getting into that high double digits now with 22 earnings yield on shares of NPC along with its 2.9 dividend”