Shell plc (SHEL)

She added more SHEL and SLB recently after trimming at the oil peak recently during the war. Inventories are getting low. Every government will replenish their inventories, so there's a floor in oil supplies an the stock.

He took some profits. Canada's jurisdiction is safe, and we have ample resources. Money's now being made in energy, people like the dividend, and ESG pushback has declined. Applauds growing its portfolio by purchasing ARX. 

Attractive here, but wait for the "new normal" of oil pricing to kick in if there's peace in Iran.

Has doubled in the past 5 years. He prefers CNQ. Shell is so big that it has to keep buying assets just to stand still. It lacks the resources of CNQ or Suncor. If you think oil prices will stay high for a long time, this will be okay.

When it comes to energy companies, he prefers the big names like SHEL or XOM.

The technical fundamentals in the oil sector are rising with increasing returns on invested capital. It is at a good valuation and actually very cheap. There are growth catalysts in new fields: the lubricants business, carbon capture, LNG. It has taken almost $4 billion in costs out of the business. It is doing the right things in an out-of-favour sector.        Buy 11  Hold 9  Sell 0

Demand for carbon energy is still there within the broader, increasing demand for all energy. Plus, a place like Canada doesn't have the grid to support EVs the way some other countries can. People want nuclear, but not in their backyards. So what's the alternative? 

Buying back shares in significant quantities. You make $$ when you buy, not when you sell. Good value, likes it long term. Dividend is safe. Yield is 3.84%.

They exited the renewables business. Huge share buybacks. Attractive price now and would hold long term.

His favourite name in the space. Performed extremely well. Chart is much more attractive than, say, BP. Fundamental and quant measures also point to this name.

It's the best oil major that will benefit from the LNG boom in the next decade. Trades at 9x PE and pays a 4% dividend.

Very strong dividend. Excellent assets with ability for long term growth. Consistent share buyback program excellent for long term investors. Sector currently "out of favor" which is creating opportunity for investors. Would recommend buying, and owns shares.