Royal Dutch Shell PLC (A)

RDS.A-N

NYSE:RDS.A

50.22
0.01 (0.02%)
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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Analysis and Opinions about RDS.A-N

Signal
Opinion
Expert
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.
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Buys for new clients. 6% dividend. Profitable at $50 oil. Generates so much cash flow, deleveraging balance sheet, buying back stock, and making investments.
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.
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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.
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.
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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.
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)
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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)
BUY
BUY
December 27, 2018
A long-term hold? A good company though he prefers a peer. He'd buy this at current levels.
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A long-term hold? A good company though he prefers a peer. He'd buy this at current levels.
BUY
BUY
December 5, 2018
Dividend over 5%, covered by free cash flow, they make money at $50 oil. Investing in renewables. Well run company over the last 100 years, a low cost producer. Would fit into any portfolio. Less sensitive to oil prices because of other businesses.
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Dividend over 5%, covered by free cash flow, they make money at $50 oil. Investing in renewables. Well run company over the last 100 years, a low cost producer. Would fit into any portfolio. Less sensitive to oil prices because of other businesses.
BUY
BUY
November 16, 2018
It’s had a selloff. He’d be a buyer now, the sector’s starting to simmer down a bit. It’s cheap here, back to 2010-11 levels.
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It’s had a selloff. He’d be a buyer now, the sector’s starting to simmer down a bit. It’s cheap here, back to 2010-11 levels.
SPECULATIVE BUY
SPECULATIVE BUY
November 12, 2018
Trying to build a base around $60-61. There's safety in some energy names. OPEC oil cuts could be a tailwind into the low-$80's.
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Trying to build a base around $60-61. There's safety in some energy names. OPEC oil cuts could be a tailwind into the low-$80's.
BUY
BUY
November 8, 2018
Bought it around the 50 dollar range. The issue with the European oil is that they reduced their capex strengthening their balance sheets. Moving forward they will have strong cash flows.
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Bought it around the 50 dollar range. The issue with the European oil is that they reduced their capex strengthening their balance sheets. Moving forward they will have strong cash flows.
BUY
BUY
October 2, 2018

If you want to play Canadian oil short-term, look at a company with Brent oil exposure, not Canadian where companies suffer oil discounts on the market. That said, look at Vermillion or Royal Dutch Shell.

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If you want to play Canadian oil short-term, look at a company with Brent oil exposure, not Canadian where companies suffer oil discounts on the market. That said, look at Vermillion or Royal Dutch Shell.

COMMENT
COMMENT
October 2, 2018

He prefers BP which has better upside. RDS though has a nice cash flow and did a great job repositioned the company on the downstream side. Has one of the lowest-cost asset bases. Pays over a 5% dividend. The LNG project in BC announced today will impact RDS who are one of the investors/partners, but there's a real risk of huge cost overruns.

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He prefers BP which has better upside. RDS though has a nice cash flow and did a great job repositioned the company on the downstream side. Has one of the lowest-cost asset bases. Pays over a 5% dividend. The LNG project in BC announced today will impact RDS who are one of the investors/partners, but there's a real risk of huge cost overruns.

COMMENT
COMMENT
October 2, 2018

He’s not a huge commodities fan, but he does own Royal Dutch Shell, which is a global expert in putting together large projects like LNG Canada. It is a long-term player. The fact that a skilled, major global player is driving LNG Canada is one of the important causes for optimism for the project. Has a history of being one of the least indebted oil and gas companies. They have also avoided the types of accidents that have plagued other oil companies. Yield 5.4%.

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He’s not a huge commodities fan, but he does own Royal Dutch Shell, which is a global expert in putting together large projects like LNG Canada. It is a long-term player. The fact that a skilled, major global player is driving LNG Canada is one of the important causes for optimism for the project. Has a history of being one of the least indebted oil and gas companies. They have also avoided the types of accidents that have plagued other oil companies. Yield 5.4%.

HOLD
HOLD
September 5, 2018

The dividend is safe and the balance sheet is in good shape. He would suggest one to continue holding it.

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The dividend is safe and the balance sheet is in good shape. He would suggest one to continue holding it.

DON'T BUY
DON'T BUY
August 30, 2018

Would this be a defensive position in the portfolio? Not sure if this is a defensive stock. He doesn’t own any non-Canadian oil company because there are many good ones in Canada. He prefers Canadian companies and consumer staple companies for a defensive position.

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Would this be a defensive position in the portfolio? Not sure if this is a defensive stock. He doesn’t own any non-Canadian oil company because there are many good ones in Canada. He prefers Canadian companies and consumer staple companies for a defensive position.

HOLD
HOLD
August 17, 2018

If you are looking for a dividend and some exposure to oil it is a good hold. If you believe WTI could get to $100 next year (like he thinks it could), there are better opportunities. He thinks there are tariff issues that may be delaying their announcement for a west coast LNG facility. WestJet has begun flying directly into the Kitimat region, which he sees as a positive sign. Yield 5.5%.

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If you are looking for a dividend and some exposure to oil it is a good hold. If you believe WTI could get to $100 next year (like he thinks it could), there are better opportunities. He thinks there are tariff issues that may be delaying their announcement for a west coast LNG facility. WestJet has begun flying directly into the Kitimat region, which he sees as a positive sign. Yield 5.5%.

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