Summer Sale
50% off Premium Yearly
00days
00hrs
00mins
00secs
Opinions Darren Sissons
Royal Dutch Shell PLC (B)RDS.BCOMMENTJun 11, 2021
Darren SissonsUnknown
$38.24
Stock price when the opinion was issued
$51.06
As of Jan 28, 2022. Market Open.
Energy
It's the ideal tool to help you make quicker, more informed decisions for managing and tracking your investments.
You might be interested:
TOP PICK
If you looked at what happened during Covid was the sell-off in energy. Half the world is still at home. When we start to go back to work, travel, etc there will be a demand for carbon. A recovery trade. The untold story is their transition into hydrogen and renewables. They have cash to continue growing this business. Longer term, they have cut their dividend just once since WW2, which was last year. A solid company. (Analysts’ price target is $55.86)
Darren SissonsOwned
Energy
HOLD
Fell to book value, but jumped on Pfizer announcement. Intrinsic value is 60% higher than current value. Fairly indifferent balance sheet. If it can break above $31, could easily go as high as $42. No yield.
Energy
HOLD
Did cut its dividend, but these are unprecedented times. Big oil has to come to grips with the new renewable environment. Most oil is heavily discounted, so this is a long-term opportunity. It's a turnaround for the whole industry.
Darren SissonsOwned
Energy
WEAK BUY
Pays over a 7% yield. All oil stocks have been hammered, but it made a good deal when it bought British Gas five years ago. They're now an LNG company more than oil. Gas is the cleanest carbon fuel. Last Friday, oil stocks bottomed, though the stocks are gushing cash. Oil will stick around for another 15-20 years. So, these stocks are worth looking at unless you don't care for carbon.
Gavin GrahamOwned
Energy
BUY
Half of the company benefits from strong oil prices and half benefits from weak oil prices. They are among the largest investors in the world in green energy. They are re-engineering themselves and will be a leader in renewable energy over the next 30 years starting right now. It is a reasonable defensive place to be.
Lorne SteinbergOwned
Energy
TOP PICK
They bought British Gas in 2018 and have improved the balance sheet materially by paying down debt. Profitability has doubled since 2017. He would expect to see more upside to come. The dividend has not been cut since WWII. Yield 6.56% (Analysts’ price target is $78.80)
Darren SissonsOwned
Energy
PAST TOP PICK
(A Top Pick Jan 03/19, Up 4%) Pays big 5-6% dividends without needing to worry about Canadian pipeline politics. Oil is starting to move up again. He's sticking with this.
Bruce Campbell (1)Owned
Energy
TOP PICK
It is less of an oil stock and more of an energy company. 10 years from now it could be one of the largest renewable energy companies in the world. They know what the future is. You get a 6% plus dividend yield that is covered by cash flow. They will be profitable at $40 oil in 5 years. The company is built for the future. (Analysts’ price target is $79.65)
Lorne SteinbergOwned
Energy
COMMENT
Likes the dividend, it's sustainable. Increasingly becoming an LNG player. Hard to go wrong with a 6% dividend yield in a space that's hated and geopolitical risks have never been higher. Market will be oversupplied in 2021. Longer term picture remains attractive. Well run. Survived a difficult 5 years. More investors are demanding real returns on capital, and Shell will benefit. (Analysts’ price target is $76.41)
Energy
The ESG movement is affecting stocks like RDS. Was pulled into the courts by activists. Many large companies have on going lawsuits and are shared in quarterly reports. It's not too big of an issue. They are transitioning into a renewable company with Hydrogen and wind farms. Big oil will be a natural beneficiaries of renewables. The dividend is sustainable and growth outlook is good. Oil is also a recovery trade.