Darren Sissons
Shell plc
SHEL-N
TOP PICK
Oct 07, 2025
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 $$ when you buy, not when you sell. Good value, likes it long term. Dividend is safe. Yield is 3.84%.
It didn't fully reflect the expectations in energy. You could still buy it since he expects commodity prices to move higher. It is a really well run company with a good dividend. It is transferring to renewables.
With growing cash reserves, a 15% ROE and trading at 1.1x book value, we reiterate SHEL as a TOP PICK. The company is introducing the fastest EV recharging stations at its Singapore stations, using renewable solar sources. We recommend trailing up the stop (from $56) to $57, looking to achieve $72, upside potential of 17%. Yield 1.8%
Good to add when share price is weak. Will continue to hold shares. Hydrogen business will be good as well. Excellent long term prospects. Strong management team.
(A Top Pick Aug 15/23, Up 1.7%)Stockchase Research Editor: Michael O'Reilly
Our PAST TOP PICK with SHEL has triggered its stop at $62. To remain disciplined, we recommend covering the position at this time. When combined with our previous recommendations, this will result in a net investment gain of 5%.
Very strong dividend. Excellent assets with ability for long term growth. Consistent share buyback program excellent for long term investors. Sector currently "out of favor" which is creating opportunity for investors. Would recommend buying, and owns shares.
His favourite name in the space. Performed extremely well. Chart is much more attractive than, say, BP. Fundamental and quant measures also point to this name.
Demand for carbon energy is still there within the broader, increasing demand for all energy. Plus, a place like Canada doesn't have the grid to support EVs the way some other countries can. People want nuclear, but not in their backyards. So what's the alternative?
(Analysts’ price target is $80.65)Buying back shares in significant quantities. You make $$ when you buy, not when you sell. Good value, likes it long term. Dividend is safe. Yield is 3.84%.