Gordon Reid Chevron Texaco CVX-N PAST TOP PICK Apr 09, 2025

Oil prices have done well, but it's a least-loved rally. The oil companies haven't done that well. CVX is held down by their purchase of Hess. The market was split on this, though he thinks it helps CVX long term. At some point, energy will do well. Timing is key in stock-buying. Stay with CVX.

Recently reported and the market didn't like it in a mixed quarter. Current weak oil prices don't help either. Trades under 12x PE, but pays a 4.5%. dividend. Are trying to buy Hess-not sure how this will turn out.

Plans to invest in clean energy, a great opportunity. People think of it as an O&G giant, but has been investing a lot in clean energy. Stock's moved sideways for 12 months, so a good opportunity. Acquired major stake in world's largest proposed storage facility for hydrogen, which she sees as a big play over 5 years. Great yield of 4.5%.

Doesn't own, on her watchlist, looking for an entry point. Ranks 10/10 on fundamentals, good margins, great earnings growth and cashflow. Target of $178.

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.

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.