Royal Dutch Shell PLC (A)

RDS.A-N

NYSE:RDS.A

44.03
0.09 (0.20%)
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
HOLD
HOLD
August 1, 2018

This company is very well run with an A+ credit rating. They are profitable at $50 oil and the refinery business is profitable. It still is a commodity based company so there is risk.

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This company is very well run with an A+ credit rating. They are profitable at $50 oil and the refinery business is profitable. It still is a commodity based company so there is risk.

DON'T BUY
DON'T BUY
June 6, 2018

A play on oil. It's not his top pick in international oil. Oil itself is overbought--the range will be $45-65. Buying this now risks a downside going into late-2018.

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A play on oil. It's not his top pick in international oil. Oil itself is overbought--the range will be $45-65. Buying this now risks a downside going into late-2018.

DON'T BUY
DON'T BUY
April 11, 2018

The class B shares have a Dutch withholding tax on dividends, which makes class A shares more valuable. Integrated energy stocks have under-performed. He is not in love with energy. Russian sanctions may actually induce Russia to produce more, putting downward pressure on oil prices. He would lean more to E&P and drillers instead.

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The class B shares have a Dutch withholding tax on dividends, which makes class A shares more valuable. Integrated energy stocks have under-performed. He is not in love with energy. Russian sanctions may actually induce Russia to produce more, putting downward pressure on oil prices. He would lean more to E&P and drillers instead.

COMMENT
COMMENT
March 15, 2018

If you are going to invest new money into the energy area he likes international companies more than Canadian. But Shell is a little different because they made a conscious decision a couple of years ago to become more a natural gas than an oil company. Longer term outlook for Liquified Natural Gas is good. A cyclical name.

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If you are going to invest new money into the energy area he likes international companies more than Canadian. But Shell is a little different because they made a conscious decision a couple of years ago to become more a natural gas than an oil company. Longer term outlook for Liquified Natural Gas is good. A cyclical name.

HOLD
HOLD
February 23, 2018

He thinks it is a good hold. He thought the Saudis would have raised oil prices above $70 to support the IPO of Aramco. However, the US shale producers are not allowing that to happen. This company is a good hold if you like the dividend. It is better than holding a Canadian energy stock, where markets continue to go down. He is unsure about what is their future. Yield 5%.

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He thinks it is a good hold. He thought the Saudis would have raised oil prices above $70 to support the IPO of Aramco. However, the US shale producers are not allowing that to happen. This company is a good hold if you like the dividend. It is better than holding a Canadian energy stock, where markets continue to go down. He is unsure about what is their future. Yield 5%.

COMMENT
COMMENT
December 20, 2017

An incredibly big global company. It's hard to see how a company like this can get the rate of return he is looking for. Over time they have sort of compounded a 4%-5% return. It’s very difficult for them to grow because they are so big. This is not inexpensive. There are more interesting things in Canada from a consistency and profitability point of view.

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An incredibly big global company. It's hard to see how a company like this can get the rate of return he is looking for. Over time they have sort of compounded a 4%-5% return. It’s very difficult for them to grow because they are so big. This is not inexpensive. There are more interesting things in Canada from a consistency and profitability point of view.

BUY
BUY
November 22, 2017

A global energy stock to invest in? He owns Royal Dutch Shell (RDS.A-N) and Statoil (STO-N). The large super majors are cash flow positive now, and there is even a possibility that dividends are going to rise. If you take a 3-5 year view and don’t wholeheartedly buy into electric cars taking over the world, there is some upside here. Royal Dutch Shell is a good name.

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A global energy stock to invest in? He owns Royal Dutch Shell (RDS.A-N) and Statoil (STO-N). The large super majors are cash flow positive now, and there is even a possibility that dividends are going to rise. If you take a 3-5 year view and don’t wholeheartedly buy into electric cars taking over the world, there is some upside here. Royal Dutch Shell is a good name.

BUY
BUY
November 16, 2017

Oil prices should grind their way higher in the next couple of years. Shale does not produce a real return for investors so he thinks it will fade away. The gasoline engine will take 50 years to fade away. He owns SU-T and CNQ-T. If you are in early you are going to make a lot of money.

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Oil prices should grind their way higher in the next couple of years. Shale does not produce a real return for investors so he thinks it will fade away. The gasoline engine will take 50 years to fade away. He owns SU-T and CNQ-T. If you are in early you are going to make a lot of money.

COMMENT
COMMENT
October 31, 2017

Chart has a very nice formation that he really likes. There was a nice consolidation from 2015 through to and including 2017. It had a lid on it at about $57-$58, and then it broke out. You have a level of sellers that will come in somewhere around $60, and if we can break through that, then we could reach old highs.

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Chart has a very nice formation that he really likes. There was a nice consolidation from 2015 through to and including 2017. It had a lid on it at about $57-$58, and then it broke out. You have a level of sellers that will come in somewhere around $60, and if we can break through that, then we could reach old highs.

BUY
BUY
April 3, 2017

He likes energy right now. The general trend is not too bad. It will probably move back up to its resistance level.

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He likes energy right now. The general trend is not too bad. It will probably move back up to its resistance level.

DON'T BUY
DON'T BUY
March 27, 2017

He is zero weighted in energy. They have been ramping up their debt over the last 10 years and have made little progress on their reserves. They have been borrowing money to pay their dividends. If you want to play oil, you want a company that can get you production and reserve per share growth.

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He is zero weighted in energy. They have been ramping up their debt over the last 10 years and have made little progress on their reserves. They have been borrowing money to pay their dividends. If you want to play oil, you want a company that can get you production and reserve per share growth.

COMMENT
COMMENT
March 13, 2017

The motivation over the last little while was when they bought DG Group, which was mostly LNG. The CEO expected peak demand would be in 2025, but has now moved it out 2030, where we will have more than enough oil and renewable energy which will keep the price of oil fairly low. They are using borrowed money to pay for the dividend. What they sold in the oil sands is going to go towards paying down debt so that they can get the dividend payout ratio down lower. Their future focus is going to be on natural gas. LNG and biofuels. He wouldn’t have any issue with somebody buying this, but be aware that if they don’t get asset sales for paying down the debt, they may have to cut the dividend at some point.

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The motivation over the last little while was when they bought DG Group, which was mostly LNG. The CEO expected peak demand would be in 2025, but has now moved it out 2030, where we will have more than enough oil and renewable energy which will keep the price of oil fairly low. They are using borrowed money to pay for the dividend. What they sold in the oil sands is going to go towards paying down debt so that they can get the dividend payout ratio down lower. Their future focus is going to be on natural gas. LNG and biofuels. He wouldn’t have any issue with somebody buying this, but be aware that if they don’t get asset sales for paying down the debt, they may have to cut the dividend at some point.

BUY
BUY
February 8, 2017

Royal Dutch Shell (RDS.A-N) or Total (TOT-N)? He prefers Shell. Both companies are so large and diverse that you can’t even call them heavy oil. They are both a bit sleepy and are never going to blow you up, but they don’t move as much as some others. If you are just looking for something that pays a really strong dividend, this is probably a good entry point. Dividend yield of about 6.5%.

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Royal Dutch Shell (RDS.A-N) or Total (TOT-N)? He prefers Shell. Both companies are so large and diverse that you can’t even call them heavy oil. They are both a bit sleepy and are never going to blow you up, but they don’t move as much as some others. If you are just looking for something that pays a really strong dividend, this is probably a good entry point. Dividend yield of about 6.5%.

COMMENT
COMMENT
January 10, 2017

He is constructive on oil and thinks prices will do better this year. For the very first time, this coming quarter you are going to get really strong year-over-year comparisons in energy, so energy is a good place to be. This one tends to be a more defensive, but in this environment it is going to do just fine. It wouldn’t be his 1st preference, especially when you have a company like Suncor (SU-T) in your backyard.

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He is constructive on oil and thinks prices will do better this year. For the very first time, this coming quarter you are going to get really strong year-over-year comparisons in energy, so energy is a good place to be. This one tends to be a more defensive, but in this environment it is going to do just fine. It wouldn’t be his 1st preference, especially when you have a company like Suncor (SU-T) in your backyard.

COMMENT
COMMENT
December 16, 2016

He is taking a harder look at this sector. His favourite of all the oil majors is Total (TOT-N). It has the best growth profile. Fully integrated, as it has refining as well as the retail business, which has been a saviour during the difficult period. As we enter into a period where we think oil prices are going to start to normalize, this has exposure being fully integrated with both upstream and downstream. Shell also has a full integrated model, so it too should be well positioned.

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He is taking a harder look at this sector. His favourite of all the oil majors is Total (TOT-N). It has the best growth profile. Fully integrated, as it has refining as well as the retail business, which has been a saviour during the difficult period. As we enter into a period where we think oil prices are going to start to normalize, this has exposure being fully integrated with both upstream and downstream. Shell also has a full integrated model, so it too should be well positioned.

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