Chevron Texaco (CVX-N)

The dividend is super safe and cash flow is great.

It reports Friday. He won't buy any oils, because these companies could cave to Trump's demands of drilling like mad. He thinks they will stay disciplined.

A dividend play for 2025 at 4.54%. Not sexy, but consistently generates earnings, free cash flow, and each year grows its dividend. Offers growth wealth generation over time.

Good yield, buyback and yield, but can't recommend it, because he doesn't see the price of oil hitting $100.

Plans to invest in clean energy, a great opportunity. People think of it as an O&G giant, but has been investing a lot in clean energy. Stock's moved sideways for 12 months, so a good opportunity. Acquired major stake in world's largest proposed storage facility for hydrogen, which she sees as a big play over 5 years. Great yield of 4.5%.

Doesn't own, on her watchlist, looking for an entry point. Ranks 10/10 on fundamentals, good margins, great earnings growth and cashflow. Target of $178.

Recently reported and the market didn't like it in a mixed quarter. Current weak oil prices don't help either. Trades under 12x PE, but pays a 4.5%. dividend. Are trying to buy Hess-not sure how this will turn out.

Oil prices have done well, but it's a least-loved rally. The oil companies haven't done that well. CVX is held down by their purchase of Hess. The market was split on this, though he thinks it helps CVX long term. At some point, energy will do well. Timing is key in stock-buying. Stay with CVX.

Buy shares. Expecting a $200 share price. 

Never argue against Warren Buffett. Oil's had a massive rally, and these stocks tend to move up and down with commodity prices. Oil might go lower if economy continues to slow down. He'd have trouble jumping in here.

He just trimmed it on oil's move upward. 

It reports Friday. Will they take advantage of higher oil prices due to the war premium (Middle East conflicts)? They should.

Oil prices are higher mostly on fundamentals, but also on geopolitical tensions and some manipulation of supply by the usual suspects. Fortress balance sheet. Payout ratio only 43-44%. Great income stock. Ignore short-term noise on Hess acquisition. BRK has a very large holding in CVX, and they don't do anything lightly. Yield is 4.1%.

Oil has been choppy. Turmoil with purchase of Hess, though he likes the opportunity longer term. Tussle with XOM. Pristine balance sheet, very little debt, great dividend. Will do well with oil, profitable, just be patient.

Recent M&A not good for investors. Does not own shares in company. Disappointment on capital allocation in company. Would look elsewhere for energy sector investors.