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
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.

Keith Richards
Price
$52.360
Owned
Unknown
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.

David Fingold
Price
$52.270
Owned
No
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.

David Driscoll
Price
$51.990
Owned
Unknown
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%.

Robert Lauzon
Price
$53.180
Owned
Yes
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.

Bruce Tatters
Price
$54.370
Owned
Unknown
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.

Mark Grammer
Price
$54.210
Owned
No
COMMENT
COMMENT
December 7, 2016

A world-class oil and natural gas company. Feels the dividend is safe. He likes this and thinks oil is going to go up to around $60.

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A world-class oil and natural gas company. Feels the dividend is safe. He likes this and thinks oil is going to go up to around $60.

James Thorne
Price
$52.850
Owned
Yes
COMMENT
COMMENT
November 14, 2016

In a recent earnings call, the CEO said he is more concerned about peak demand then peak supply. This caught his ear, only from the standpoint that everybody is thinking about this resurgence in oil, pumping and watching prices going high, worried about OPEC and about getting oil back to $100 a barrel. Alternative sources of energy, whether wind or solar, is coming, we just don’t know when. When it comes, it is going to hit hard and have an impact on oil stocks. The dividend on this is safe as they have plenty of cash flow to cover it.

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In a recent earnings call, the CEO said he is more concerned about peak demand then peak supply. This caught his ear, only from the standpoint that everybody is thinking about this resurgence in oil, pumping and watching prices going high, worried about OPEC and about getting oil back to $100 a barrel. Alternative sources of energy, whether wind or solar, is coming, we just don’t know when. When it comes, it is going to hit hard and have an impact on oil stocks. The dividend on this is safe as they have plenty of cash flow to cover it.

David Driscoll
Price
$48.780
Owned
No
BUY
BUY
November 1, 2016

Pays a really healthy yield of about 6%. With the British pound being down, you are using your Cdn$ and will be able to get more shares. Thinks the dividend is sustainable, and this is probably a good place to hide. His view is that oil is going to be $40-$50, but once oil breaks $50 and heading towards $60, you may want to switch into another name that gives you a little bit more upside.

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Pays a really healthy yield of about 6%. With the British pound being down, you are using your Cdn$ and will be able to get more shares. Thinks the dividend is sustainable, and this is probably a good place to hide. His view is that oil is going to be $40-$50, but once oil breaks $50 and heading towards $60, you may want to switch into another name that gives you a little bit more upside.

Robert Lauzon
Price
$52.170
Owned
Yes
COMMENT
COMMENT
October 19, 2016

If you are going to have major integrated oil/gas companies, this is probably the premier one. Some people felt they paid quite a high price for Gas BG last year. They are now a major, major player in LNG gas.

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If you are going to have major integrated oil/gas companies, this is probably the premier one. Some people felt they paid quite a high price for Gas BG last year. They are now a major, major player in LNG gas.

Gavin Graham
Price
$51.020
Owned
Yes
COMMENT
COMMENT
October 13, 2016

He is zero weighted in oils, because he doesn’t think the long-term dynamics of oil pricing are going to be very good. Maybe there will be a deal with OPEC and the Russians to restrict output, but history shows us those deals don’t last very long or work very well. There is also the situation with all the fracers on the sideline patiently waiting for the opportunity to start producing again as soon as oil is above a reasonable price. If you couple that with the whole business of electric cars and the replacement of fossil fuels worldwide with alternative energy, he doesn’t think the dynamics of the oil business are that good.

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He is zero weighted in oils, because he doesn’t think the long-term dynamics of oil pricing are going to be very good. Maybe there will be a deal with OPEC and the Russians to restrict output, but history shows us those deals don’t last very long or work very well. There is also the situation with all the fracers on the sideline patiently waiting for the opportunity to start producing again as soon as oil is above a reasonable price. If you couple that with the whole business of electric cars and the replacement of fossil fuels worldwide with alternative energy, he doesn’t think the dynamics of the oil business are that good.

David Baskin
Price
$50.550
Owned
No
HOLD
HOLD
September 9, 2016

If you own this, he thinks you’ll be fine. Everything works in a circle, oil and gas in particular. This is probably the best of the large cap oil companies. Very stable and very safe.

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If you own this, he thinks you’ll be fine. Everything works in a circle, oil and gas in particular. This is probably the best of the large cap oil companies. Very stable and very safe.

Fabrice Taylor
Price
$49.580
Owned
Unknown
COMMENT
COMMENT
July 27, 2016

As the Cdn$ got so cheap, he was more concerned about buying things here first, in Cdn$ terms, because then he gets the bounce in Cdn$ which gives you a gain in oil, but also a currency kick.

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As the Cdn$ got so cheap, he was more concerned about buying things here first, in Cdn$ terms, because then he gets the bounce in Cdn$ which gives you a gain in oil, but also a currency kick.

Bill Harris, CFA
Price
$53.950
Owned
Unknown
DON'T BUY
DON'T BUY
June 20, 2016

One of the biggest energy companies globally. You have to ask if there is value here, and if you are trading or investing. Right now, from an investment standpoint, a lot of the stocks have recovered back to the area where they are pricing in $60 oil. He doesn’t see a lot of value in the energy sector today. Feels the sector is probably going to underperform for a long time. If oil goes back to $40 or less, that is the time you want to nibble at oil companies.

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One of the biggest energy companies globally. You have to ask if there is value here, and if you are trading or investing. Right now, from an investment standpoint, a lot of the stocks have recovered back to the area where they are pricing in $60 oil. He doesn’t see a lot of value in the energy sector today. Feels the sector is probably going to underperform for a long time. If oil goes back to $40 or less, that is the time you want to nibble at oil companies.

COMMENT
COMMENT
May 20, 2016

One of the big, global energy plays. It does look like energy is turning, which is the single most important driver for this company. Prefers Schlumberger (SLB-N). Feels the theme is very early, but the right stability factors seem to be in play. All these companies have technical formations that gets him interested. (See Top Picks.)

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One of the big, global energy plays. It does look like energy is turning, which is the single most important driver for this company. Prefers Schlumberger (SLB-N). Feels the theme is very early, but the right stability factors seem to be in play. All these companies have technical formations that gets him interested. (See Top Picks.)

Cameron Hurst
Price
$49.220
Owned
Unknown
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