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.
More at Wikipedia

Analysis and Opinions about RDS.A-N

Signal
Opinion
Expert
Chart
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.

Jamie Murray
Price
$69.070
Owned
Unknown
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.

Jamie Murray
Price
$69.070
Owned
Unknown
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%.

Lorne Steinberg
Price
$69.070
Owned
Yes
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%.

Eric Nuttall
Price
$63.190
Owned
No
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.

Lorne Steinberg
Price
$67.520
Owned
Yes
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.

Andrew Pyle
Price
$69.130
Owned
Unknown
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.

Cameron Hurst
Price
$68.500
Owned
No
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.

Norman Levine
Price
$61.890
Owned
No
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.

Bill Harris, CFA
Price
$65.100
Owned
Unknown
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.

Darren Sissons
Price
$62.150
Owned
Yes
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.

Fabrice Taylor
Price
$61.560
Owned
No
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.

Keith Richards
Price
$63.030
Owned
Unknown
Showing 31 to 45 of 130 entries