Chevron Texaco

CVX-N

NYSE:CVX

88.31
0.69 (0.79%)
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
TOP PICK
TOP PICK
January 28, 2013

Model price $164.62, 42% upside. 3.1% yield. Great value, EBV lines go straight up.

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Chevron Texaco (CVX-N)
January 28, 2013

Model price $164.62, 42% upside. 3.1% yield. Great value, EBV lines go straight up.

DON'T BUY
DON'T BUY
June 27, 2012
One of the better super majors but that’s not exactly the biggest compliment you could pay. Super majors have very little growth ahead of them. Has had an OK run, hard to see it growing and there is a very negative background for oil and gas.
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One of the better super majors but that’s not exactly the biggest compliment you could pay. Super majors have very little growth ahead of them. Has had an OK run, hard to see it growing and there is a very negative background for oil and gas.
TOP PICK
TOP PICK
June 14, 2012
47% upside to his model price. Fundamentals have not moved down that much but stock has. Energy shows up as a pretty good value play.
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47% upside to his model price. Fundamentals have not moved down that much but stock has. Energy shows up as a pretty good value play.
COMMENT
COMMENT
May 25, 2012
Like similar companies, had a lot of weakness in Aug-Sept/11 because of the euro zone crisis. Now at all-time highs over the last year or so, primarily because of decent growth in production.
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Like similar companies, had a lot of weakness in Aug-Sept/11 because of the euro zone crisis. Now at all-time highs over the last year or so, primarily because of decent growth in production.
TOP PICK
TOP PICK
May 18, 2012
His model price is $150.61, a 50% upside. There has been a pullback in all of the oils but the integrateds have pulled back less. This is at a nice structural level. You get a dividend growth and balance sheet growth on this one.
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His model price is $150.61, a 50% upside. There has been a pullback in all of the oils but the integrateds have pulled back less. This is at a nice structural level. You get a dividend growth and balance sheet growth on this one.
STRONG BUY
STRONG BUY
July 18, 2011
Really likes the name. 70% oil weighted and he is bullish on oil but not gas. They are selling Brent, which is a $10 premium.
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Really likes the name. 70% oil weighted and he is bullish on oil but not gas. They are selling Brent, which is a $10 premium.
COMMENT
COMMENT
December 9, 2010
Have improved reserve replacement considerably in the last year or so and are claiming above 100%, which is pretty good. Well positioned for Liquefied Natural Gas LNG with some giant projects off the shore of northwestern Australia. Also some tremendous projects in the deep water gulf of Mexico.
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Chevron Texaco (CVX-N)
December 9, 2010
Have improved reserve replacement considerably in the last year or so and are claiming above 100%, which is pretty good. Well positioned for Liquefied Natural Gas LNG with some giant projects off the shore of northwestern Australia. Also some tremendous projects in the deep water gulf of Mexico.
COMMENT
COMMENT
December 9, 2010
Looking at big integrateds, there are some good quality plays in Canada so he doesn’t focus on this. Has so many issues that may impact so prefers Canadian that he can concentrate on.
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Chevron Texaco (CVX-N)
December 9, 2010
Looking at big integrateds, there are some good quality plays in Canada so he doesn’t focus on this. Has so many issues that may impact so prefers Canadian that he can concentrate on.
BUY
BUY
September 21, 2010
Of all the US majors this one has the most potential. Went from showing no growth and poor returns on capital to having one of the most focused capital programs in showing growth as well as reserve addition.
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Chevron Texaco (CVX-N)
September 21, 2010
Of all the US majors this one has the most potential. Went from showing no growth and poor returns on capital to having one of the most focused capital programs in showing growth as well as reserve addition.
COMMENT
COMMENT
June 21, 2010
Big integrated oil companies have had a tougher time over the last little while. This is one of the better ones. Heading into the driving season could give you a little lift on the refiners. Attractive yield of about 4%. He would prefer some of the Canadian producers.
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Big integrated oil companies have had a tougher time over the last little while. This is one of the better ones. Heading into the driving season could give you a little lift on the refiners. Attractive yield of about 4%. He would prefer some of the Canadian producers.
BUY
BUY
February 10, 2010
Exxon Mobile (XOM-N) or Chevron (CVX-N)? Favourably disposed to either but would probably favour Exxon currently. Exxon recently acquired a natural gas company XTO. Expects differential between oil and natural gas to decrease.
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Chevron Texaco (CVX-N)
February 10, 2010
Exxon Mobile (XOM-N) or Chevron (CVX-N)? Favourably disposed to either but would probably favour Exxon currently. Exxon recently acquired a natural gas company XTO. Expects differential between oil and natural gas to decrease.
BUY
BUY
August 24, 2009
Good name but it hasn't gone up a whole lot. Nothing wrong with it. Yield of 3.85%. Prefers BP (BP-N), which is better value and a little more international diversification. Also better yield.
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Chevron Texaco (CVX-N)
August 24, 2009
Good name but it hasn't gone up a whole lot. Nothing wrong with it. Yield of 3.85%. Prefers BP (BP-N), which is better value and a little more international diversification. Also better yield.
COMMENT
COMMENT
July 29, 2009
Chevron (CVX-N) and Exxon (XOM-N) major integrateds have so many opportunities to grow through acquisition, upstream through downstream and chemicals. Also have stable dividends and great cash flow.
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Chevron (CVX-N) and Exxon (XOM-N) major integrateds have so many opportunities to grow through acquisition, upstream through downstream and chemicals. Also have stable dividends and great cash flow.
DON'T BUY
DON'T BUY
June 7, 2007
17% positive differential Not cheap enough compared to the other oils. He's found oils mispriced, but not this one.
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17% positive differential Not cheap enough compared to the other oils. He's found oils mispriced, but not this one.
BUY
BUY
September 11, 2006
Would be comfortable buying at this price.
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Chevron Texaco (CVX-N)
September 11, 2006
Would be comfortable buying at this price.
Showing 61 to 75 of 92 entries