The Panic-Proof Portfolio (Stockchase Research) Shell plc SHEL-N TOP PICK Aug 15, 2023

It didn't fully reflect the expectations in energy. You could still buy it since he expects commodity prices to move higher. It is a really well run company with a good dividend. It is transferring to renewables.

(A Top Pick Aug 24/22, Up 25%)

Good to add when share price is weak. Will continue to hold shares. Hydrogen business will be good as well. Excellent long term prospects. Strong management team. 

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. 

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.

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.

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

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%.