Royal Dutch Shell PLC (A)
RDS.A-N
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About Royal Dutch Shell PLC (A) (RDS.A-N)
Royal Dutch Shell plc, commonly known as Shell, is a British–Dutch multinational oil and gas company headquartered in the Netherlands and incorporated in the United Kingdom.
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Expert
DON'T BUY
DON'T BUY
October 2, 2019
He would not buy here. He is out of energy entirely. He was happy to sell a couple of years ago. Under performance in this space can last 20 years and we are just getting started. He sees no value in this space at all.
He would not buy here. He is out of energy entirely. He was happy to sell a couple of years ago. Under performance in this space can last 20 years and we are just getting started. He sees no value in this space at all.
integrated oils
DON'T BUY
DON'T BUY
September 26, 2019
All oil stocks are cheap. This pays a huge dividend and cash flow yield. They make money in integrated gas. They move good LNG projects coming, like in Brazil. Their issue is social: climate change movement. Even institutional managers face pressure to not buy oil. Oil stocks will remain cheap. The companies' challenge is adjusting to a new non-fossil fuel world.
All oil stocks are cheap. This pays a huge dividend and cash flow yield. They make money in integrated gas. They move good LNG projects coming, like in Brazil. Their issue is social: climate change movement. Even institutional managers face pressure to not buy oil. Oil stocks will remain cheap. The companies' challenge is adjusting to a new non-fossil fuel world.
integrated oils
DON'T BUY
DON'T BUY
July 29, 2019
An entry point now despite a downturn in the near future? He doesn't buy oil and gas--these companies can't set market price. You're a price taker, not price maker. But take a look at renewable energy NEE.
An entry point now despite a downturn in the near future? He doesn't buy oil and gas--these companies can't set market price. You're a price taker, not price maker. But take a look at renewable energy NEE.
integrated oils
Brett Girard, CPA, CA, CFA
CFO and Portfolio Manager, Liberty International Investment Management
$63.460
Unknown
BUY
BUY
July 2, 2019
OPEC has just extended oil cuts. They've restructured their business due to the plunge in oil prices. They want to be an energy, not oil, company, so they own a lot of gas, shale and alternative/green energy. Expect long-term growth in the latter. They have diversified and will become a different company. They are not pure oil.
OPEC has just extended oil cuts. They've restructured their business due to the plunge in oil prices. They want to be an energy, not oil, company, so they own a lot of gas, shale and alternative/green energy. Expect long-term growth in the latter. They have diversified and will become a different company. They are not pure oil.
integrated oils
PAST TOP PICK
PAST TOP PICK
June 26, 2019
(A Top Pick May 07/18, Down 1%) They benefit from higher oil prices right now. Pays a solid yield of 5.5%. Cash flows are growing. Surprisingly, RDS is one of the largest investors in renewable energy which will well-position them in the decades to come.
(A Top Pick May 07/18, Down 1%) They benefit from higher oil prices right now. Pays a solid yield of 5.5%. Cash flows are growing. Surprisingly, RDS is one of the largest investors in renewable energy which will well-position them in the decades to come.
integrated oils
DON'T BUY
DON'T BUY
June 17, 2019
It's more weighted to oil, and pays a strong 6% yield. He is light in oil producers now, only 3-5% of his holdings. He doesn't know RDS that well. Oil overall is in decline; there's a perfect storm in oil (Venezuela) and yet oil is not surging higher. RDS itself is a reasonably good company. If you are bullish oil, hold and wait.
It's more weighted to oil, and pays a strong 6% yield. He is light in oil producers now, only 3-5% of his holdings. He doesn't know RDS that well. Oil overall is in decline; there's a perfect storm in oil (Venezuela) and yet oil is not surging higher. RDS itself is a reasonably good company. If you are bullish oil, hold and wait.
integrated oils
BUY
BUY
June 11, 2019
Buy class A or B? RDS will collapse both classes into one and move out of Europe. The A shares are subject to Dutch tax, and the B shares to UK tax. That's why they're priced differently. You can buy either class. They have a strong balance sheet and are global leaders in natural gas. Long-term, they are positioning away from carbon/fossil fuels and into renewables for the future.
Buy class A or B? RDS will collapse both classes into one and move out of Europe. The A shares are subject to Dutch tax, and the B shares to UK tax. That's why they're priced differently. You can buy either class. They have a strong balance sheet and are global leaders in natural gas. Long-term, they are positioning away from carbon/fossil fuels and into renewables for the future.
integrated oils
BUY
BUY
May 10, 2019
Seasonality differs from broader energy. Optimal time to hold is March - July. Has had stellar Y/Y revenue growth. He's bullish on oil, so expects this to do well. Has rolled over a bit, but you can pick out a momentum divergence. Looks as though we're on a trend of higher highs, higher lows. Support coming in at $62. Good time to buy.
Seasonality differs from broader energy. Optimal time to hold is March - July. Has had stellar Y/Y revenue growth. He's bullish on oil, so expects this to do well. Has rolled over a bit, but you can pick out a momentum divergence. Looks as though we're on a trend of higher highs, higher lows. Support coming in at $62. Good time to buy.
integrated oils
HOLD
HOLD
May 6, 2019
The dividend is certainly safe. You are better to be in the next tier down. They are the targets for acquisition. Things are on sale in the oil patch. There is nothing wrong with the big integrateds, but he prefers the next level down.
The dividend is certainly safe. You are better to be in the next tier down. They are the targets for acquisition. Things are on sale in the oil patch. There is nothing wrong with the big integrateds, but he prefers the next level down.
integrated oils
BUY
BUY
April 25, 2019
Big announcement this week--US is imposing sanctions on Iran which will reduce oil supply. This was always going to happen. Oil prices will rise to $70. Meanwhile, all the European oil majors will make money and do more development. RDS has a fine dividend that's safe.
Big announcement this week--US is imposing sanctions on Iran which will reduce oil supply. This was always going to happen. Oil prices will rise to $70. Meanwhile, all the European oil majors will make money and do more development. RDS has a fine dividend that's safe.
integrated oils
BUY
BUY
March 27, 2019
Class A or B? A shares are more liquid, and tax considerations aren't much different. You can buy either, whatever is cheaper. They trade closely together. They are a big player on LNG. If you want to diversify away from Canadian oil, look here.
Class A or B? A shares are more liquid, and tax considerations aren't much different. You can buy either, whatever is cheaper. They trade closely together. They are a big player on LNG. If you want to diversify away from Canadian oil, look here.
integrated oils
BUY
BUY
March 26, 2019
Buys for new clients. 6% dividend. Profitable at $50 oil. Generates so much cash flow, deleveraging balance sheet, buying back stock, and making investments.
Buys for new clients. 6% dividend. Profitable at $50 oil. Generates so much cash flow, deleveraging balance sheet, buying back stock, and making investments.
integrated oils
WATCH
WATCH
March 21, 2019
They completed their $30 billion divestment program that allowed them to pay down debt. They are moving towards LNG. They haven't been rising dividend lately. Caution on this. The yield is attractive but if not growing is a red flag.
They completed their $30 billion divestment program that allowed them to pay down debt. They are moving towards LNG. They haven't been rising dividend lately. Caution on this. The yield is attractive but if not growing is a red flag.
integrated oils
COMMENT
COMMENT
February 13, 2019
Not expensive and a good dividend. But like many oil companies, they've had to restructure after the oil price collapse. They made a huge purchase of British Gas and took on a lot of debt. That said, RDS can maintain its dividend. They can get good cash flow out of some of their assets in Brazil and Australia. Some of their offshore assets are working out and they can grow--but there are a lot of bumps in the road ahead.
Not expensive and a good dividend. But like many oil companies, they've had to restructure after the oil price collapse. They made a huge purchase of British Gas and took on a lot of debt. That said, RDS can maintain its dividend. They can get good cash flow out of some of their assets in Brazil and Australia. Some of their offshore assets are working out and they can grow--but there are a lot of bumps in the road ahead.
integrated oils
TOP PICK
TOP PICK
January 2, 2019
Pays a 6.7% yield. It's international and integrated, not in Alberta where the oil is trapped without pipelines. They're bullish in LNG. They're buying back stock. There may be a small dividend increase this year. Balance sheet is much better. This is a play on oil prices that he expects will rise. They've paid down debt to their lowest level. (Analysts’ price target is $78.75)
Pays a 6.7% yield. It's international and integrated, not in Alberta where the oil is trapped without pipelines. They're bullish in LNG. They're buying back stock. There may be a small dividend increase this year. Balance sheet is much better. This is a play on oil prices that he expects will rise. They've paid down debt to their lowest level. (Analysts’ price target is $78.75)
integrated oils
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