NYSE:XOM

Exxon Mobil (XOM)

163.54
+0.27 (0.17%)
as of Sep 18, 2026, 8:00:00 pm Market Open.
247 watching
0
HOLD
Potential for higher dividend increases and more share buybacks. One of the largest integrated oil companies. Underinvestment means low supply. Demand not usually disrupted in recessions. Still room to run. Yield is 3.2%.
BUY
He's holding for the long-term. There's a supply-demand imbalance that will last 2 years and will favour energy and Exxon. The green transition will take the pressure off that demand, and the world needs that. Then, what will happen if China removes its strict-Covid policy? Demand will spike.
TOP PICK
Energy is his top sector weighting right now. Attractive free cashflow yield of about 11-12%. Management focused on returning excess cash to shareholders by increasing dividends and buybacks. Broken out to multi-year highs, technically sound. Yield is 3.32%. (Analysts’ price target is $108.58)
BUY
Hurt by the Russian divestment, but it's such a big company he wouldn't worry. The whole Russia-Ukraine thing is just tragic. Outlook for oil/gas fantastic for next several years. We're facing an energy crisis next year. Older people will remember how serious this can get.
BUY
Exxon is well behind the market, a cheap oil stock. He likes it.
TOP PICK
One of the largest energy companies in the world. Proven reserves across 15 countries. Attractive free cashflow yield about 12%. Focused on returning excess cash to shareholders. Tripling share buyback program. Energy prices expected to remain firm over the coming years. Yield is 3.73%, expected to increase over time. (Analysts’ price target is $105.10)
BUY
Hard to get bearish on oil. Trades under 10x earnings and pays a 3.6% dividend.
BUY
He's happy he bought this recently and is happy with the quarter just released. There is a secular, wide supply-demand imbalance that won't go away and that oil drawdowns can't keep addressing.
HOLD
Big cap oil is reconsidering how they deploy capital. They're working on returning capital to shareholders, paying down debt, buying back shares rather than building new projects. That's why you have this tight issue in the oil market. Companies are not expanding production. It will continue to do well as a cashflow machine.
COMMENT
They report Tuesday. Oil accounting can be difficult. Witness Chevron's report today, which the street took as a miss, but was really a depreciation. He fears Exxon could face the same problem, but this would be a buying opportunity.
PAST TOP PICK
(A Top Pick Feb 05/21, Up 54%) Likes energy. In his income portfolio, with its 9.5% dividend. Oil will never disappear, nor will uranium. Energy has been hot all year, and it's inflationary.
BUY
Loves oil and loves XOM. Model price of $94.95, upside of 44%. Oil should continue its run. Europe is paying 8x what NA natural gas is. China's suffering blackouts. We're in an energy crisis, and these stocks go higher. Yield is 5.3%.
DON'T BUY
Big integrated companies will take some time to get back to normal. Companies are under pressure from ESG investing. Not the first company he'd buy in the group. If you're looking at dividends and dividend growth, stay home and buy CNQ or SU.
BUY
Exxon Mobil saw a lot of call buying today. He'll jump in tomorrow.
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