Chevron Texaco

CVX-N

NYSE:CVX

78.21
0.58 (0.74%)
Chevron Corporation is an American multinational energy corporation. One of the successor companies of Standard Oil, it is headquartered in San Ramon, California, and active in more than 180 countries.
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Analysis and Opinions about CVX-N

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
January 8, 2015

(Top Pick Jan 14/14, Down 4.64%) As it comes down he will buy more. Has a 7% upside in his model. The majors have the pick of the lot in terms of assets.

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Chevron Texaco (CVX-N)
January 8, 2015

(Top Pick Jan 14/14, Down 4.64%) As it comes down he will buy more. Has a 7% upside in his model. The majors have the pick of the lot in terms of assets.

PAST TOP PICK
PAST TOP PICK
January 5, 2015

(A Top Pick Jan 2/14. Down 9.55%.) The oils that came through, relatively speaking, were the senior integrateds. They got hurt, but they didn’t get pounded. The value is still strong.

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Chevron Texaco (CVX-N)
January 5, 2015

(A Top Pick Jan 2/14. Down 9.55%.) The oils that came through, relatively speaking, were the senior integrateds. They got hurt, but they didn’t get pounded. The value is still strong.

WAIT
WAIT
December 29, 2014

Seasonal strength is from mid Feb. until May of each year. It is trying to form a base pattern, but it is too early right now. Okay to hold if you already own it.

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Chevron Texaco (CVX-N)
December 29, 2014

Seasonal strength is from mid Feb. until May of each year. It is trying to form a base pattern, but it is too early right now. Okay to hold if you already own it.

COMMENT
COMMENT
December 10, 2014

In the very short term, there is pressure on the oil/gas sector. In the next month, he would expect this stock to go lower, but in 5 years, you will make money on this. In the next 6 months, a financial would probably do better.

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Chevron Texaco (CVX-N)
December 10, 2014

In the very short term, there is pressure on the oil/gas sector. In the next month, he would expect this stock to go lower, but in 5 years, you will make money on this. In the next 6 months, a financial would probably do better.

BUY
BUY
December 8, 2014

Thinks this is in a good position. She invested in this originally because it had a lot of capital projects coming on line and a lot of spend going on. Whenever you have that type of spending, the investment community is always a little concerned about what your costs are going to come in at, in overruns, etc. She took an opportunity to Buy in that environment. Even through 2018, you are supposed to see a ramp up in their production. They have key assets in Asia and are still funding the growth there. A good asset.

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Chevron Texaco (CVX-N)
December 8, 2014

Thinks this is in a good position. She invested in this originally because it had a lot of capital projects coming on line and a lot of spend going on. Whenever you have that type of spending, the investment community is always a little concerned about what your costs are going to come in at, in overruns, etc. She took an opportunity to Buy in that environment. Even through 2018, you are supposed to see a ramp up in their production. They have key assets in Asia and are still funding the growth there. A good asset.

PAST TOP PICK
PAST TOP PICK
December 3, 2014

(A Top Pick Jan 14/14. Down 1.35%.) This is an integrated and you want to look at the integrateds on both sides of the US and Canada border. There has been devastation in the oil patch, but this one is still flat and he loves that. He is also up about 10%-13% on the currency as well. This has an upside of 9% to his Model Price. (See Top Picks.)

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Chevron Texaco (CVX-N)
December 3, 2014

(A Top Pick Jan 14/14. Down 1.35%.) This is an integrated and you want to look at the integrateds on both sides of the US and Canada border. There has been devastation in the oil patch, but this one is still flat and he loves that. He is also up about 10%-13% on the currency as well. This has an upside of 9% to his Model Price. (See Top Picks.)

COMMENT
COMMENT
November 17, 2014

If you are not warmish on the oil price, which he is not, the super majors are a more defensive way to be in this space. If you are going to be in energy, something like this or an Exxon Mobile (XOM-N), is probably is a safer way to play. They have a much higher return on capital than the Canadian entities. This company went through a fairly painful period of writing off a bunch of assets, but it looks like they are largely done with that now. Still have production in Russia, which some people are worried about, but this is a safer way to own energy.

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Chevron Texaco (CVX-N)
November 17, 2014

If you are not warmish on the oil price, which he is not, the super majors are a more defensive way to be in this space. If you are going to be in energy, something like this or an Exxon Mobile (XOM-N), is probably is a safer way to play. They have a much higher return on capital than the Canadian entities. This company went through a fairly painful period of writing off a bunch of assets, but it looks like they are largely done with that now. Still have production in Russia, which some people are worried about, but this is a safer way to own energy.

PAST TOP PICK
PAST TOP PICK
October 14, 2014

(A Top Pick Oct 15/13. Down 2.99%.) He has a 34% upside with his model price of $150.84. These stocks could come down, but he sees this as a buying opportunity going forward.

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Chevron Texaco (CVX-N)
October 14, 2014

(A Top Pick Oct 15/13. Down 2.99%.) He has a 34% upside with his model price of $150.84. These stocks could come down, but he sees this as a buying opportunity going forward.

PAST TOP PICK
PAST TOP PICK
September 17, 2014

(A Top Pick Oct 15/13. Up 9.49%.) Loves the value in this. His model price is $168.90, a 35% upside. To him this has potential to break up. There is a lot of implied value here. Nice dividend of 3.4%.

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Chevron Texaco (CVX-N)
September 17, 2014

(A Top Pick Oct 15/13. Up 9.49%.) Loves the value in this. His model price is $168.90, a 35% upside. To him this has potential to break up. There is a lot of implied value here. Nice dividend of 3.4%.

PAST TOP PICK
PAST TOP PICK
August 29, 2014

(A Top Pick Sept 20/13. Up 6.79%.) Still likes this. Have a lot of production coming on stream. Have some big projects off the coast of Australia where there have been a lot of concerns. Historically they have been very good at giving a very good return. Over the next several years, the shares should ramp significantly higher. 3.3% dividend yield.

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Chevron Texaco (CVX-N)
August 29, 2014

(A Top Pick Sept 20/13. Up 6.79%.) Still likes this. Have a lot of production coming on stream. Have some big projects off the coast of Australia where there have been a lot of concerns. Historically they have been very good at giving a very good return. Over the next several years, the shares should ramp significantly higher. 3.3% dividend yield.

TOP PICK
TOP PICK
August 15, 2014

International oils are being way overlooked in terms of value. His model price is $168.71, a 33% upside. Yield of 3.4%.

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Chevron Texaco (CVX-N)
August 15, 2014

International oils are being way overlooked in terms of value. His model price is $168.71, a 33% upside. Yield of 3.4%.

PAST TOP PICK
PAST TOP PICK
July 3, 2014

(Top Pick Jul 15/13, Up 8.63%) Others have huge upsides. There is a disconnect where we have global warming and these companies with all these reserves. These can’t be produced because it would take carbon emissions above 2%.

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(Top Pick Jul 15/13, Up 8.63%) Others have huge upsides. There is a disconnect where we have global warming and these companies with all these reserves. These can’t be produced because it would take carbon emissions above 2%.

TOP PICK
TOP PICK
June 23, 2014

Has done a great job of investing its capital in projects that earn a good return for their investors. Some projects in Australia are causing some concerns. As they come on line, it really ramps up their production. They should do well with strengthening commodity process.

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Has done a great job of investing its capital in projects that earn a good return for their investors. Some projects in Australia are causing some concerns. As they come on line, it really ramps up their production. They should do well with strengthening commodity process.

DON'T BUY
DON'T BUY
June 6, 2014

When designing a portfolio for his clients, he is generally going to look in Canada. Although this is a great company, the growth prospects are fairly muted. Pays a nice yield, but that does not qualify for the dividend tax credit.

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When designing a portfolio for his clients, he is generally going to look in Canada. Although this is a great company, the growth prospects are fairly muted. Pays a nice yield, but that does not qualify for the dividend tax credit.

DON'T BUY
DON'T BUY
June 4, 2014

He found that oil/gas production in 2006 had been going down for 5 years in a row. He took another look at this recently and it is still the same. If you want to invest in an oil/gas company, and their production is declining year after year, look elsewhere.

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He found that oil/gas production in 2006 had been going down for 5 years in a row. He took another look at this recently and it is still the same. If you want to invest in an oil/gas company, and their production is declining year after year, look elsewhere.

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