Royal Dutch Shell PLC (A)

RDS.A-N

NYSE:RDS.A

26.98
0.62 (2.25%)
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
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%.

Show full opinionHide full opinion

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.

Show full opinionHide full opinion

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.

Show full opinionHide full opinion

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.

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.

Show full opinionHide full opinion

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.

Show full opinionHide full opinion

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.

Show full opinionHide full opinion

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.

Show full opinionHide full opinion

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.

Show full opinionHide full opinion

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.

Show full opinionHide full opinion

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.

Show full opinionHide full opinion

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.

Show full opinionHide full opinion

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.)

Show full opinionHide full opinion

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.

Show full opinionHide full opinion

(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.

Show full opinionHide full opinion

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.

Show full opinionHide full opinion

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.

Showing 46 to 60 of 127 entries