Royal Dutch Shell PLC (A) (RDS.A) Buy, Sell…

Royal Dutch Shell PLC (A) (RDS.A)

51.05

-0.00 (0.00%)

as of Jan 28, 2022, 11:00:04 pm Market Open.

117 watching

DON'T BUY

She does not own any energy producers. Energy is a growth investment and as energy prices remain weak, with the help of OPEC production cuts, higher oil prices just don't seem in the cards.

BUY

If you are going into energy, this is a good choice as they have international exposure. They have exposure in renewables as well. A top holding for them.

DON'T BUY

He would not buy here. He is out of energy entirely. He was happy to sell a couple of years ago. Under performance in this space can last 20 years and we are just getting started. He sees no value in this space at all.

DON'T BUY

All oil stocks are cheap. This pays a huge dividend and cash flow yield. They make money in integrated gas. They move good LNG projects coming, like in Brazil. Their issue is social: climate change movement. Even institutional managers face pressure to not buy oil. Oil stocks will remain cheap. The companies' challenge is adjusting to a new non-fossil fuel world.

DON'T BUY

An entry point now despite a downturn in the near future? He doesn't buy oil and gas--these companies can't set market price. You're a price taker, not price maker. But take a look at renewable energy NEE.

BUY

OPEC has just extended oil cuts. They've restructured their business due to the plunge in oil prices. They want to be an energy, not oil, company, so they own a lot of gas, shale and alternative/green energy. Expect long-term growth in the latter. They have diversified and will become a different company. They are not pure oil.

PAST TOP PICK

(A Top Pick May 07/18, Down 1%) They benefit from higher oil prices right now. Pays a solid yield of 5.5%. Cash flows are growing. Surprisingly, RDS is one of the largest investors in renewable energy which will well-position them in the decades to come.

DON'T BUY

It's more weighted to oil, and pays a strong 6% yield. He is light in oil producers now, only 3-5% of his holdings. He doesn't know RDS that well. Oil overall is in decline; there's a perfect storm in oil (Venezuela) and yet oil is not surging higher. RDS itself is a reasonably good company. If you are bullish oil, hold and wait.

BUY

Buy class A or B? RDS will collapse both classes into one and move out of Europe. The A shares are subject to Dutch tax, and the B shares to UK tax. That's why they're priced differently. You can buy either class. They have a strong balance sheet and are global leaders in natural gas. Long-term, they are positioning away from carbon/fossil fuels and into renewables for the future.

BUY

Seasonality differs from broader energy. Optimal time to hold is March - July. Has had stellar Y/Y revenue growth. He's bullish on oil, so expects this to do well. Has rolled over a bit, but you can pick out a momentum divergence. Looks as though we're on a trend of higher highs, higher lows. Support coming in at $62. Good time to buy.

HOLD

The dividend is certainly safe. You are better to be in the next tier down. They are the targets for acquisition. Things are on sale in the oil patch. There is nothing wrong with the big integrateds, but he prefers the next level down.

BUY

Big announcement this week--US is imposing sanctions on Iran which will reduce oil supply. This was always going to happen. Oil prices will rise to $70. Meanwhile, all the European oil majors will make money and do more development. RDS has a fine dividend that's safe.

BUY

Class A or B? A shares are more liquid, and tax considerations aren't much different. You can buy either, whatever is cheaper. They trade closely together. They are a big player on LNG. If you want to diversify away from Canadian oil, look here.

BUY

Buys for new clients. 6% dividend. Profitable at $50 oil. Generates so much cash flow, deleveraging balance sheet, buying back stock, and making investments.

WATCH

They completed their $30 billion divestment program that allowed them to pay down debt. They are moving towards LNG. They haven't been rising dividend lately. Caution on this. The yield is attractive but if not growing is a red flag.

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Royal Dutch Shell PLC (A) (RDS.A)