Matt Kacur Chevron Texaco CVX-N HOLD Nov 22, 2016

Hess deal being contested made things too murky. He sold. Comfortable with his Canadian holdings in the oil patch instead.

He was going to recommend it is a dividend stock, but no one can tell where oil will go.

They report Friday. He doubts they will report anything positive because of the low price of oil.

Pays a 4.8% dividend and return a lot of money to shareholders.

He expects to fall into the $50s, as part of Trump's plan, but CVS yields 5%. Buy at $136

She is following it. Has a good dividend of 4.6 to 4.7. It is very volatile but is one of the best positioned with a strong balance sheet. She sees upside and free cash flow of 9%. It is one of the fastest growing in the offshore basin. There is an oil overhang due to softer prices but you could set up for a compelling entry price point.

Has both upstream and downstream. So you could do quite well on the oil price, but then lose $$ on the refining side. Refining is a tough industry, pretty cyclical. Well run, but instead look to OXY, XOM, or CNQ.

He stays home for oil and gas stocks, especially because years of underappreciating Canada has led to lower valuations. For dividends coming from the O&G patch, especially in Canada where they're tax-effective, there's no better place to be. With this name, you're buying the oil price, but he believes more in the gas price.

It reports Friday. It fresh off its legal victory over Exxon concerning Hess, so he expects Chevron to raise its numbers. Also, Trump has allowed CVS to resume pumping oil in Venezuela.

She sold late last year for profits but she still likes it for its profitability. There will be some volatility with the energy cycles. Trades at 11 times 2026 free cash flow and pays a dividend of 4%. She sees only 7% upside but has it on her watch list and could trade it.