Royal Dutch Shell PLC (A)

RDS.A-N

NYSE:RDS.A

39.78
1.13 (2.92%)
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
Chart
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.
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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.
Andrew Pink
Price
$62.920
Owned
No
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.
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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.
Darren Sissons
Price
$64.510
Owned
Yes
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.
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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.
Jon Vialoux
Price
$63.550
Owned
Unknown
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.
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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.
Rick Stuchberry
Price
$64.110
Owned
Unknown
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.
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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.
Darren Sissons
Price
$0.000
Owned
Unknown
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.
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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.
Gavin Graham
Price
$62.580
Owned
Unknown
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.
Lorne Steinberg
Price
$63.200
Owned
Yes
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.
David Driscoll
Price
$64.080
Owned
Unknown
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.
Paul Harris, CFA
Price
$62.970
Owned
Unknown
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.
Jamie Murray
Price
$57.800
Owned
Unknown
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.
Elliott Fishman
Price
$62.020
Owned
Unknown
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.
Darren Sissons
Price
$62.770
Owned
Yes
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