Matt Kacur Chevron Texaco CVX-N TOP PICK Jan 06, 2017

It reports Friday. He won't buy any oils, because these companies could cave to Trump's demands of drilling like mad. He thinks they will stay disciplined.

The dividend is super safe and cash flow is great.

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

Pays a 4.6% dividend yield. It bounced nicely today.  They keep buying back stock. A good CEO. He's not an oil bull, though.

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.