Opinions Mike S. Newton, CIM FCSI
Exxon MobilXOMHOLDJan 27, 2015
Stock price when the opinion was issued
As of Jun 09, 2026. Market Open.
You might be interested:
Trades at 15x PE, pays nearly a 3% dividend yield, is 15% off its peak and well look today's oil and natural gas prices in Asia and Europe. Exxon will be making money for a while.
Jim LebenthalIs up 38% in one year, and 25% annualized over 5 years. Because of the Iran war, war is no longer oversupplied. He will ride this higher, then trim.
Jim LebenthalHas more going for it than just the price of oil. Lots of internal catalysts. Pretty compelling organic growth prospects, especially Guyana production.
Brian Madden
He's been a consistent bull on this one for all of 2025. Neither the upside nor the downside of Venezuela has anything to do with that. He's bullish about the O&G industry over the next 5 years generally. Best deployer of capital among the global large caps. Really, really likes it. Would absolutely invest at current levels.
Expects an all-time high soon. China is stimulating its economy and the American one seems to be doing fine. Oil prices, now low, should go higher.
Jim LebenthalIs a super-integrated, major oil name and pays a good dividend. Are buying back shares. Given the poor performance of the oil price this year, the price will probably rise meaningfully in 2026, lifting oil stocks with it.
Jim LebenthalIs top of class in energy. Nobody knows where energy prices will go, but if they go down, XOM can produce results and pay dividends and buy shares back. Problem is, nobody cares about the energy sector.
Jim Lebenthal
Shareholder returns are a little lighter than peers. Valuation a bit higher than peers. Cashflow per share growth is in line with peers, as is the payout ratio. Balance sheet better than peers.
How many boxes does it tick? Ends up being fair. He wouldn't be buying a big oil company right now in front of the OPEC meeting.
The only oil name that he is ever owned. With all the carnage out there, this name has never breached any kind of Stop. The move down below $50 in oil is very destructive for a lot of different companies. There will be companies that go bankrupt and that get shut in. You end up with the survival of the fittest at the end, and this one will be one of the survivors. This all leads to higher oil prices in the future. It is going to take a while and you are going to have to be very patient.