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The Panic-Proof Portfolio (Stockchase Research)EOG Resources IncEOGTOP PICKSep 15, 2026

Stockchase Research Editor: Michael O'Reilly

The Texas based oil and gas producer recently reported a doubling of net income and a 24% increase in production over last year. At a time of rising energy prices, this allowed an aggressive cash reserve build up last quarter as shares were aggressively bought back. It trades at 12x earnings, 2.5x book and supports a 22% ROE. We recommend setting a stop-loss at $133, looking to achieve $181 -- upside potential of 18%. Yield 2.6%

(Analysts’ price target is $163.59)

The Panic-Proof Portfolio (Stockchase Research)

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$153.90

Stock price when the opinion was issued

$153.74

As of Sep 15, 2026. Market Open.

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BUY

She likes the energy space. She expects a good quarter on Wednesday. Not the cheapest energy name at 10x PE, but likes the set-up.

BUY ON WEAKNESS

Canadian or US energy stock?

Can do either. In Canada, he choose CNQ, and EOG in the U.S. CNQ acts like an annuity, requiring massive upfront investment, but cash flows for a long time. EOG has unique assets. But he wouldn't buy energy now. The supply chain problems now won't last forever. You can buy either stock on a pullback.

BUY

It will be a complicated report today. Prices in Q4 declined which will effect free cash flow. He expects EOG to reduce capex full year, which the street night like.

BUY

He likes rising natural gas prices and more share buybacks. This has outperformed the energy sector by 10% in the past 52 weeks.

BUY

A US name to look at if you don't want to deal with the geopolitical or the heavy-oil takeaway capacity. Those constraints wouldn't affect this non-Canadian name. Probably the lowest-cost operator in the US, and one of the lowest globally. Does well operating in the counter-cyclical model.

Sharp selloff along with the price of oil, and it's just to do with the economic sensitivity of the commodity. Yield is 3.2%.

COMMENT

He's overweight energy, but supply/demand hasn't rewarded him yet. It reported a beat, but shares are up only 1% today and he's disappointed.

WATCH

Great management. He's been watching it.

BUY

A low-cost oil producer that can support their dividend at much-lower oil prices.

BUY

Oil is back to pre-Ukrainian invasion levels. So, there's no geopolitical risk priced into oil today. Energy is a cheap way to hedge against geopolitcal issues. Supply is constrained. OPEC did a laughable increase this week of only 100,000 barrels (the smallest ever). There are strong outflows from energy ETFs, so people are giving up on energy. He likes energy, especially EOG which reported this week--they are the Apple of this industry. They are not doing what other companies are, which is raising capex to drive production. EOG has better technology which proves they are best in class. They are returning their cash to shareholders with a special $1.50/share dividend. You're getting a 9% yield on this company this year.

BUY ON WEAKNESS

He's bullish energy. EOG remains a big holding. It's the elite name in oil production, the Apple of E&P. They have incredible proprietary technology and have low debt, generate tons of cash even if oil falls to the $80's. EOG has sold off from its highs, so buy it now.

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK

(A Top Pick May 17/22, Down 10.1%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with EOG has triggered its stop at $115. To remain disciplined, we recommend covering the position at this time.

COMMENT

Rather than a company doing both fossil and green energy, better to find a pure play energy, or a pure play renewable. For energy, look at EOG or CNQ. Try BEP.UN for renewables.

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Unlock this Panic-proof Portfolio opinion with Stockchase Premium

Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK

(A Top Pick May 17/22, Up 12.7%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with EOG is progressing well. To remain disciplined, we recommend trailing up the stop (from $105) to $115.

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Unlock this Panic-proof Portfolio opinion with Stockchase Premium

Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK

Stockchase Research Editor: Michael O'Reilly EOG recently reported production increases of 13% over the year, helping to beat analysts expectations on earnings by 8%, while supporting a healthy ROE of 29%. Analysts now project earnings increases next year that project it at 9x earnings, compared to peers at 13x. It pays a good dividend that has been increasing for four consecutive years, backed by a payout ratio under 45% of cash flow. We like that the company has been increasing cash reserves, while buying back shares and retiring debt. We recommend setting a stop loss at $105, looking to achieve $149 -- upside over 16%. Yield 2.41% (Analysts’ price target is $148.87)

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