Exxon Mobil (XOM)

Not a name he'd own. Sell, and buy either FRU for the dividend or CHRD for capital appreciation.

If the price of oil spikes in the next two years, XOM could spike with it, though he doesn't see a price rise in the near future.

He owns a lot of shares. It trades 11x PE forward, pays a 3.5 dividend and buys back a lot of shares. Their next earnings should be good. The oil prices remains high and natural gas is coming back. If the global economy performs better than expected, XOM will roar.

She sold XOM today. Though a great company and pays a 3.3x dividend, it lacks the growth she wants.

It reports Friday. Will they take advantage of higher oil prices due to the war premium (Middle East conflicts)? They should.

The CEO is doing a good job and it pays nearly a 4% dividend.

The best of breed. Was punished years ago for getting booted out of the Dow index. They just bought Pioneer, which yes is a weight on the stock, but have enjoyed exploration success in Guyana (troubled politically) which added 11 billion barrels in reserves. They've maintained their investments while peers have not.

Are buying back tons of shares. You want to be in this if oil continues to go down.

XOM is clearly tracking the price of oil, which has been in a trading range of high-60s to high-80s. We're in a stage of curtailed production by OPEC+ and shale producers. Then, the price will rise again. Can China's demand get worse? If the US economy avoids a hard landing, then oil and XOM will pick up in price.

He just bought it for its dividend and valuation. This is his sole energy position.

Are too many variables in crude oil and prices will fluctuate. What will OPEC+ do with supplies? XOM is a great company.

Pays a good dividend and did a good thing by buying Pioneer.

Yes, they will. You will get Exxon stock in the deal. He sold Pioneer to avoid the arbitrage. 

He still likes energy and still likes this company but sold at recent highs and rotated into other sectors with higher upside. It pays a 3.3% dividend and is still trading above its 200 day moving average. He will probably re-buy it at some point.