Cole Smead Chevron Texaco CVX-N DON'T BUY Feb 02, 2024

Good yield, buyback and yield, but can't recommend it, because he doesn't see the price of oil hitting $100.

A dividend play for 2025 at 4.54%. Not sexy, but consistently generates earnings, free cash flow, and each year grows its dividend. Offers growth wealth generation over time.

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