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NYSE:XOM

Exxon Mobil (XOM)

168.94
+0.44 (0.26%)
as of Oct 9, 2026, 8:00:00 pm Market Open.
247 watching
0
COMMENT

Trading at about 2.5X BV. Has reasonable upside potential, but only reasonable. In other words, the stock is not cheap. He prefers others.

WEAK BUY
(Market Call Minute.) Good stable company. Good cash flow and dividend. Not very excited about it.
BUY
(Market Call Minute.) Great story. Good dividend growth. Really, really well managed company.
COMMENT
Shale gas in China as well as making an entry in Natural gas in North America. There are plenty of opportunities in Canada for oil/gas plays so he doesn’t own this one
COMMENT
Going for shale gas in China. This is indicative of what the big companies have to do in order to make any dent in their long-term growth in production rates. Also made a major acquisition in the US as well. He prefers Canadian oil/gas companies.
BUY
Good holding. Integrated and making most of money in refining.
BUY
Likes this one. Ranks very well in his growth metrics. Has come down a bit like most other energy stocks because of the price of oil. Beat earnings several quarters in a row. Reasonable yield.
HOLD
He’s positive on oil, which is the commodity to be in right now. Natural gas will be the commodity of the future and this company acquired XTO Energy last year, which vastly increased their presence in the natural gas market.
BUY
Likes it. At these levels it is not overvalued. This was one of those companies that didn’t get caught up in the massive run-up since ‘09. You now have higher oil prices and opportunity for oil companies to start to churn out profits.
BUY
The major in integrated oils. Just made a major acquisition in the natural gas sector, which is a good thing for them. Not the most exciting play in the world but is fairly stable.
COMMENT
Senior company in the oil/gas sector. Have had difficulty finding growth over the last number of years. Would prefer Canadian companies in this sector.
BUY
Exxon Mobile (XOM-N) or Chevron (CVX-N)? Favourably disposed to either but would probably favour this one currently. Exxon recently acquired a natural gas company XTO. Expects differential between oil and natural gas to decrease.
COMMENT
Marvellous stewards of their assets. Not done a bad job of finding oil and gas and has generated reasonable returns for shareholders but integrateds have never made people a lot of money.
HOLD
In the process of acquiring XPO Energy. Probably the largest publicly traded oil company globally. Big oil companies are having a problem finding enough reserves to replace what they are producing. Also, a lot of the countries where they produce are unstable.
BUY
For a large-cap, this is a good choice. Has been very aggressive recently with the purchase of XTO, which gives them exposure to a shale play. Chevron (CVX-N) is another when you could look at.
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