Royal Dutch Shell PLC (A)

RDS.A-N

NYSE:RDS.A

25.61
0.16 (0.63%)
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
August 29, 2012

This one is on his radar. He is warm towards international oils because from a valuation point of view they are very reasonable. This one is a great international company and most of its operations are in political stable areas.

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This one is on his radar. He is warm towards international oils because from a valuation point of view they are very reasonable. This one is a great international company and most of its operations are in political stable areas.

BUY
BUY
August 14, 2012

He owns the ’B’ shares. ‘A’ shares are Okay. Have been investing considerable capital. Has dividend stability but no growth short-term. ‘A’s have more liquidity so are preferable.

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He owns the ’B’ shares. ‘A’ shares are Okay. Have been investing considerable capital. Has dividend stability but no growth short-term. ‘A’s have more liquidity so are preferable.

STRONG BUY
STRONG BUY
July 9, 2012
This is a global gorilla. Integrated oil company with deep pockets. Good reserve creation in the next 5-6 years. 15% ROE. Trades at 7.6X. Thinks it will do extremely well. Has a very, very strong profile in general. Yielding about 4.73%.
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This is a global gorilla. Integrated oil company with deep pockets. Good reserve creation in the next 5-6 years. 15% ROE. Trades at 7.6X. Thinks it will do extremely well. Has a very, very strong profile in general. Yielding about 4.73%.
PAST TOP PICK
PAST TOP PICK
May 30, 2012
(Top Pick Nov 22/11, Down 5.47%) Commodity space has taken the brunt of the sell-off. Likes equities in the space that pay dividends. RDS pays a dividend. Has not performed as he likes but he would buy it for new clients at these prices.
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(Top Pick Nov 22/11, Down 5.47%) Commodity space has taken the brunt of the sell-off. Likes equities in the space that pay dividends. RDS pays a dividend. Has not performed as he likes but he would buy it for new clients at these prices.
BUY
BUY
May 25, 2012
There is nothing intrinsically wrong with the company. It is off about 7% over the last year. Has gotten back close to where it was prior to the big selloff in 2008. Probably the best managed out the majors.
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There is nothing intrinsically wrong with the company. It is off about 7% over the last year. Has gotten back close to where it was prior to the big selloff in 2008. Probably the best managed out the majors.
PAST TOP PICK
PAST TOP PICK
March 16, 2012
(Top Pick March 18/11, Up 7.67%) Keep watching
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(Top Pick March 18/11, Up 7.67%) Keep watching
TOP PICK
TOP PICK
February 2, 2012
Too many Canadian oil/gas royalty trusts have too much debt. Also too many with bases that are long in the tooth and dividends that are going to be unsustainable in the low gas price environment. This company just reported with so-so results. Production was good. Refining was weak. Very modest increase in the dividends but he feels the 4.7% dividend will continue to grow.
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Too many Canadian oil/gas royalty trusts have too much debt. Also too many with bases that are long in the tooth and dividends that are going to be unsustainable in the low gas price environment. This company just reported with so-so results. Production was good. Refining was weak. Very modest increase in the dividends but he feels the 4.7% dividend will continue to grow.
BUY
BUY
January 9, 2012
Good dividend and well-run company. Wouldn't hesitate to own it.
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Good dividend and well-run company. Wouldn't hesitate to own it.
BUY
BUY
December 28, 2011
Royal Dutch Shell (RDS.A-N) Vodaphone (VOD-Q)? Both are likely to do OK for you over time. Good dividend. This would be the more stable one of the two.
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Royal Dutch Shell (RDS.A-N) Vodaphone (VOD-Q)? Both are likely to do OK for you over time. Good dividend. This would be the more stable one of the two.
TOP PICK
TOP PICK
November 22, 2011
Interesting dynamic at this point because they are coming to the end of a multimillion dollar spend on developing production capacity over the last number of years. Feels the 5% dividend is more than sustainable and possibly even rise.
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Interesting dynamic at this point because they are coming to the end of a multimillion dollar spend on developing production capacity over the last number of years. Feels the 5% dividend is more than sustainable and possibly even rise.
BUY
BUY
November 18, 2011
One of the majors and one that has executed pretty successfully. It obviously depends on what happens to oil prices. Have made a big bet on gas, especially LNG out of the Persian Gulf. Demand for oil continues to grow. 3.5% yield.
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One of the majors and one that has executed pretty successfully. It obviously depends on what happens to oil prices. Have made a big bet on gas, especially LNG out of the Persian Gulf. Demand for oil continues to grow. 3.5% yield.
TOP PICK
TOP PICK
November 17, 2011
4.8% dividend yield. Decades long resource base. Having just completed a huge CapX build out prospects for significant dividend growth and buybacks are very strong going forward.
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4.8% dividend yield. Decades long resource base. Having just completed a huge CapX build out prospects for significant dividend growth and buybacks are very strong going forward.
HOLD
HOLD
September 29, 2011
Has a big play on gas. Doing a liquefied natural gas in Qatar. Also looking for gas in North America as a major long-term play. Very decent yield.
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Has a big play on gas. Doing a liquefied natural gas in Qatar. Also looking for gas in North America as a major long-term play. Very decent yield.
HOLD
HOLD
September 9, 2011
Made its mark in gas on a global scale, believing that gas is going to be the solution to the power solution over the next decade or so.
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Made its mark in gas on a global scale, believing that gas is going to be the solution to the power solution over the next decade or so.
PAST TOP PICK
PAST TOP PICK
August 24, 2011
(Top Pick March 18/11, Down 4.68%) Growth expansion continues. 5.6% yield.
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(Top Pick March 18/11, Down 4.68%) Growth expansion continues. 5.6% yield.
Showing 91 to 105 of 127 entries