Royal Dutch Shell PLC (A)

RDS.A-N

NYSE:RDS.A

40.40
1.33 (3.40%)
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
Chart
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.

Lorne Steinberg
Price
$39.930
Owned
Yes
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.

Craig Millar
Price
$42.120
Owned
Unknown
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.

Mark Grammer
Price
$51.700
Owned
No
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.

Craig Millar
Price
$59.230
Owned
No
DON'T BUY
DON'T BUY
February 20, 2015

Sold his position about 18 months ago. On a relative basis, this company did fantastically well, compared to some of the higher growth names. It is very much a defensive stock. Dividend of about 5.8% is safe. Doesn’t expect there will be a sharp rebound in oil prices, so he would prefer being elsewhere. Prefers this over BP (BP-N).

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Sold his position about 18 months ago. On a relative basis, this company did fantastically well, compared to some of the higher growth names. It is very much a defensive stock. Dividend of about 5.8% is safe. Doesn’t expect there will be a sharp rebound in oil prices, so he would prefer being elsewhere. Prefers this over BP (BP-N).

Charles Lannon
Price
$65.800
Owned
No
DON'T BUY
DON'T BUY
January 29, 2015

The price of oil affects all these companies. Being a super major in this environment helps them. Small and mid cap stocks get hurt a lot more. RDS.A-N’s management has not been consistent. He is not sure if it is the best company if the price of oil turns around. It is hard to grow something like this. The currency has a huge impact on the story right now. Prefers Canadian companies like SU-T and CNQ-T.

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The price of oil affects all these companies. Being a super major in this environment helps them. Small and mid cap stocks get hurt a lot more. RDS.A-N’s management has not been consistent. He is not sure if it is the best company if the price of oil turns around. It is hard to grow something like this. The currency has a huge impact on the story right now. Prefers Canadian companies like SU-T and CNQ-T.

Paul Harris, CFA
Price
$62.310
Owned
Unknown
HOLD
HOLD
December 5, 2014

A Grandpa in the oil and gas business. They have a balance sheet that can weather storms. This is an opportunity for these big companies to Buy distressed companies, because the balance sheet is so strong. If the price of oil stays down for the next few quarters, the big fellows with the big balance sheets will get more active.

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A Grandpa in the oil and gas business. They have a balance sheet that can weather storms. This is an opportunity for these big companies to Buy distressed companies, because the balance sheet is so strong. If the price of oil stays down for the next few quarters, the big fellows with the big balance sheets will get more active.

Rick Stuchberry
Price
$67.130
Owned
Unknown
BUY
BUY
November 20, 2014

The .A shares are taxed differently in the UK. This has the best balance sheet of the majors. They underperformed because they were investing. There is upside on the dividend. The balance sheet is sustainable. You have to wait until oil prices raise before there will be upside in the stock price.

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The .A shares are taxed differently in the UK. This has the best balance sheet of the majors. They underperformed because they were investing. There is upside on the dividend. The balance sheet is sustainable. You have to wait until oil prices raise before there will be upside in the stock price.

Darren Sissons
Price
$71.000
Owned
Yes
TOP PICK
TOP PICK
November 4, 2014

A big, global, energy company with good natural gas exposure. Natural gas prices are terrible in Canada but are much better in Europe, and it is a much more profitable business. A vertically integrated company so they are in the refining business as well, which has been a good place to be. Huge cash flow generation. A company this strong can take advantage of a very weak sector, because they will be a net acquirer of very cheap assets that other companies not financially sound will be forced to sell. 5.3% dividend yield.

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A big, global, energy company with good natural gas exposure. Natural gas prices are terrible in Canada but are much better in Europe, and it is a much more profitable business. A vertically integrated company so they are in the refining business as well, which has been a good place to be. Huge cash flow generation. A company this strong can take advantage of a very weak sector, because they will be a net acquirer of very cheap assets that other companies not financially sound will be forced to sell. 5.3% dividend yield.

Lorne Steinberg
Price
$68.790
Owned
Yes
WEAK BUY
WEAK BUY
September 11, 2014

85% of the carbon resources are owned by governments. Large oil and gas companies around the world are competing for the remaining 15%. You’d be better off with a Canadian dividend if it outside of a registered account. Prefers TOU-T

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85% of the carbon resources are owned by governments. Large oil and gas companies around the world are competing for the remaining 15%. You’d be better off with a Canadian dividend if it outside of a registered account. Prefers TOU-T

Teal Linde
Price
$78.170
Owned
No
COMMENT
COMMENT
July 10, 2014

This is a good integrated company, but he prefers Total (TOT-N).

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This is a good integrated company, but he prefers Total (TOT-N).

Mark Grammer
Price
$81.100
Owned
No
BUY
BUY
May 27, 2014

One of the best values of the majors. Reduced their forecast for production growth. They have a big bet on gas which is a fairly lengthy and expensive business. With the new management taking a sharp pencil to their reserves and production growth, the feeling now is that there will be some fairly meaningful production growth for the next 2-3 years.

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One of the best values of the majors. Reduced their forecast for production growth. They have a big bet on gas which is a fairly lengthy and expensive business. With the new management taking a sharp pencil to their reserves and production growth, the feeling now is that there will be some fairly meaningful production growth for the next 2-3 years.

Gavin Graham
Price
$78.460
Owned
Yes
WAIT
WAIT
March 11, 2014

A wall around $73, untill it breaks out of that probably best to stay away.

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A wall around $73, untill it breaks out of that probably best to stay away.

Keith Richards
Price
$72.680
Owned
Unknown
Showing 61 to 75 of 130 entries