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
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.

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.

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.

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.

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.

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.

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.

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.)

PAST TOP PICK
PAST TOP PICK
January 12, 2016

(A Top Pick Nov 4/14. Down 40.47%.) The only sector of the oil business that he likes are the large integrateds. This one has a massive dividend which is sustainable. They are generating free cash flow. If oil dropped to $20, he expects they would cut the dividend, but for 2016 this dividend is bullet proof, probably for 2017 as well. Companies like this are on the hunt looking for distressed assets to buy.

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(A Top Pick Nov 4/14. Down 40.47%.) The only sector of the oil business that he likes are the large integrateds. This one has a massive dividend which is sustainable. They are generating free cash flow. If oil dropped to $20, he expects they would cut the dividend, but for 2016 this dividend is bullet proof, probably for 2017 as well. Companies like this are on the hunt looking for distressed assets to buy.

HOLD
HOLD
January 7, 2016

Dividend near 9%. Management keeps saying they will keep the dividend even if they have to sell assets. Ultimately if they have to cut, then they have to cut. This is a key risk. They are over distributing. They are spending more than the depreciation to maintain assets. On the plus side, they made an acquisition that has a lot of synergies, being accretive in a couple of years time. If you believe oil will firm up over the next couple of years then you could do very well in this one.

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Dividend near 9%. Management keeps saying they will keep the dividend even if they have to sell assets. Ultimately if they have to cut, then they have to cut. This is a key risk. They are over distributing. They are spending more than the depreciation to maintain assets. On the plus side, they made an acquisition that has a lot of synergies, being accretive in a couple of years time. If you believe oil will firm up over the next couple of years then you could do very well in this one.

COMMENT
COMMENT
September 16, 2015

He is significantly underweight in energy. The only integrated oil stock he owns is Total (TOT-N). In the majors, this is the only one that has a good growth profile. Their assets are growing. They’re spending a lot of time focused on reducing costs. A very sensible CapX program, which should drive fairly good free cash flow, which is ultimately what he is looking at.

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He is significantly underweight in energy. The only integrated oil stock he owns is Total (TOT-N). In the majors, this is the only one that has a good growth profile. Their assets are growing. They’re spending a lot of time focused on reducing costs. A very sensible CapX program, which should drive fairly good free cash flow, which is ultimately what he is looking at.

COMMENT
COMMENT
August 24, 2015

(Bought when Cdn$ was at par. Sell and convert back to Cdn$?) You probably made 30% on the currency, but you lost 30% on the stock. Sector is cheap now, so wouldn’t recommend selling, but would recommend buying. He would look to sell some of those and lock in the FX gain, but roll that exposure into a Canadian ETF like an XEG-T so that when oil recovers, you don’t have the currency risk.

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(Bought when Cdn$ was at par. Sell and convert back to Cdn$?) You probably made 30% on the currency, but you lost 30% on the stock. Sector is cheap now, so wouldn’t recommend selling, but would recommend buying. He would look to sell some of those and lock in the FX gain, but roll that exposure into a Canadian ETF like an XEG-T so that when oil recovers, you don’t have the currency risk.

COMMENT
COMMENT
July 13, 2015

You have to love the dividends. They are nice and steady. This one is relatively safe. The difficulty for all of these stocks is that there are just no flows into the sector yet.

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You have to love the dividends. They are nice and steady. This one is relatively safe. The difficulty for all of these stocks is that there are just no flows into the sector yet.

DON'T BUY
DON'T BUY
June 25, 2015

One of the world’s biggest and this is one of the ones to own outside of Canada. The industry has headwinds because of oil prices and because of the oil and shale gas phenomenon. The costs of off shore oil exploration are very, very high. He owns very few oil and gas companies outside of Canada.

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One of the world’s biggest and this is one of the ones to own outside of Canada. The industry has headwinds because of oil prices and because of the oil and shale gas phenomenon. The costs of off shore oil exploration are very, very high. He owns very few oil and gas companies outside of Canada.

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