Royal Dutch Shell PLC (B)

RDS.B-N

NYSE:RDS.B

57.42
0.87 (1.54%)
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.
More at Wikipedia

Analysis and Opinions about RDS.B-N

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
October 29, 2019
(A Top Pick Jan 03/19, Up 4%) Pays big 5-6% dividends without needing to worry about Canadian pipeline politics. Oil is starting to move up again. He's sticking with this.
(A Top Pick Jan 03/19, Up 4%) Pays big 5-6% dividends without needing to worry about Canadian pipeline politics. Oil is starting to move up again. He's sticking with this.
Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$60.890
Owned
Yes
COMMENT
COMMENT
October 25, 2019
He doesn't own any Canadian energy right now since oil is between $55-$66 bound right now. They are making movements into renewables and they haven't cut dividends in living memory. It is a good price right now. There is political risk and we could see volatility.
He doesn't own any Canadian energy right now since oil is between $55-$66 bound right now. They are making movements into renewables and they haven't cut dividends in living memory. It is a good price right now. There is political risk and we could see volatility.
Darren Sissons
Vice President and Partner, Campbell Lee & Ross
Price
$60.460
Owned
No
TOP PICK
TOP PICK
August 15, 2019
It is less of an oil stock and more of an energy company. 10 years from now it could be one of the largest renewable energy companies in the world. They know what the future is. You get a 6% plus dividend yield that is covered by cash flow. They will be profitable at $40 oil in 5 years. The company is built for the future. (Analysts’ price target is $79.65)
It is less of an oil stock and more of an energy company. 10 years from now it could be one of the largest renewable energy companies in the world. They know what the future is. You get a 6% plus dividend yield that is covered by cash flow. They will be profitable at $40 oil in 5 years. The company is built for the future. (Analysts’ price target is $79.65)
Lorne Steinberg
President & Portfolio Manager, Lorne Steinberg Wealth Management Inc
Price
$55.100
Owned
Yes
COMMENT
COMMENT
May 13, 2019
Likes the dividend, it's sustainable. Increasingly becoming an LNG player. Hard to go wrong with a 6% dividend yield in a space that's hated and geopolitical risks have never been higher. Market will be oversupplied in 2021. Longer term picture remains attractive. Well run. Survived a difficult 5 years. More investors are demanding real returns on capital, and Shell will benefit. (Analysts’ price target is $76.41)
Likes the dividend, it's sustainable. Increasingly becoming an LNG player. Hard to go wrong with a 6% dividend yield in a space that's hated and geopolitical risks have never been higher. Market will be oversupplied in 2021. Longer term picture remains attractive. Well run. Survived a difficult 5 years. More investors are demanding real returns on capital, and Shell will benefit. (Analysts’ price target is $76.41)
John O'Connell, CFA
Chairman and CEO, Davis Rea
Price
$64.280
Owned
No
HOLD
HOLD
May 9, 2019
This is the one to be in if you want to play the sector. We are still in a bit of an uptrend. If it breaks down, then exit.
This is the one to be in if you want to play the sector. We are still in a bit of an uptrend. If it breaks down, then exit.
Brooke Thackray
Research Analyst, Horizons ETFs (Canada) Inc.
Price
$63.980
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
May 7, 2019
(A Top Pick May 07/18, Down 8%) Pays nearly a 6% dividend and are very well-capitalized, benefitting from current oil prices. They're conservative managers; they carry less debt than their peers. RDS invests heavily in renewable energy and that should give them some growth in time.
(A Top Pick May 07/18, Down 8%) Pays nearly a 6% dividend and are very well-capitalized, benefitting from current oil prices. They're conservative managers; they carry less debt than their peers. RDS invests heavily in renewable energy and that should give them some growth in time.
Lorne Steinberg
President & Portfolio Manager, Lorne Steinberg Wealth Management Inc
Price
$63.050
Owned
Yes
BUY
BUY
May 14, 2018

5.2% yield. He likes yield for oil stocks. It keeps the companies honest. It is a great place to park money to play the potential upswing. We are positioned for another leg up. Geopolitics can cut both ways but it is a tailwind right now. He feels the Iranian barrels will get to market but there is the risk premium from it. He also likes that the yield is getting higher. It makes the hurtle rates higher for shale buys. Higher interest rates are good for everyone.

5.2% yield. He likes yield for oil stocks. It keeps the companies honest. It is a great place to park money to play the potential upswing. We are positioned for another leg up. Geopolitics can cut both ways but it is a tailwind right now. He feels the Iranian barrels will get to market but there is the risk premium from it. He also likes that the yield is getting higher. It makes the hurtle rates higher for shale buys. Higher interest rates are good for everyone.

Thomas George
, TD Asset Management
Price
$74.930
Owned
Unknown
TOP PICK
TOP PICK
May 7, 2018

The Nat Gas acquisition is looking very good today. The make money at $50 oil. They are so well positioned and with a growing dividend yield. (Analysts’ target: $78.13).

The Nat Gas acquisition is looking very good today. The make money at $50 oil. They are so well positioned and with a growing dividend yield. (Analysts’ target: $78.13).

Lorne Steinberg
President & Portfolio Manager, Lorne Steinberg Wealth Management Inc
Price
$72.570
Owned
Yes
BUY
BUY
December 1, 2017

The stock has been following the oil price, and just like oil, it has recently broken out. This is a sector they started moving into, an underappreciated sector that is maybe overlooked by the market. These breakouts that are happening on the whole sector because of oil prices are great. Thinks oil is going to have a little bit of resistance around $62 or so. It’s got some upside from here.

The stock has been following the oil price, and just like oil, it has recently broken out. This is a sector they started moving into, an underappreciated sector that is maybe overlooked by the market. These breakouts that are happening on the whole sector because of oil prices are great. Thinks oil is going to have a little bit of resistance around $62 or so. It’s got some upside from here.

Keith Richards
Portfolio Manager, ValueTrend Wealth Management
Price
$65.770
Owned
Unknown
COMMENT
COMMENT
November 28, 2017

In the past couple of years, they’ve been paying a chunk of their dividend in shares for those who wanted it. Just announced that starting in the 4th quarter, there won’t be a choice. You will have to take your dividend in cash, which tells you that many of these large oil companies have figured out a way to make money with $50 oil. Their large acquisition of BG looks like it is starting to pay off. Generating a huge amount of free cash flow at these oil prices. Expects to see significant share buyback in the future.

In the past couple of years, they’ve been paying a chunk of their dividend in shares for those who wanted it. Just announced that starting in the 4th quarter, there won’t be a choice. You will have to take your dividend in cash, which tells you that many of these large oil companies have figured out a way to make money with $50 oil. Their large acquisition of BG looks like it is starting to pay off. Generating a huge amount of free cash flow at these oil prices. Expects to see significant share buyback in the future.

Lorne Steinberg
President & Portfolio Manager, Lorne Steinberg Wealth Management Inc
Price
$65.820
Owned
Yes
TOP PICK
TOP PICK
October 31, 2017

With Brent at $60, it is fabulous for this company. They are starting to break out. Feels that Brent doesn't have much room to grow, being in the $55-$60 range, but what we are seeing right now in crude prices solidifies their dividend. A good safe way to play the global energy market, because it is both upstream and downstream. Dividend yield of 6.2%. (Analysts' price target £2,500.00.)

With Brent at $60, it is fabulous for this company. They are starting to break out. Feels that Brent doesn't have much room to grow, being in the $55-$60 range, but what we are seeing right now in crude prices solidifies their dividend. A good safe way to play the global energy market, because it is both upstream and downstream. Dividend yield of 6.2%. (Analysts' price target £2,500.00.)

Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$65.360
Owned
Yes
COMMENT
COMMENT
October 23, 2017

All these companies are investing more and more in renewables, as they see the future of oil. They’ve brought their cost structure down. Balance sheet is very, very strong. You’re getting a 6% dividend, but they are balancing out their portfolio and throwing off lots of free cash flow. Rising dividends are in the cards even if oil stays at $50. If oil gets weaker, these of the survivors.

All these companies are investing more and more in renewables, as they see the future of oil. They’ve brought their cost structure down. Balance sheet is very, very strong. You’re getting a 6% dividend, but they are balancing out their portfolio and throwing off lots of free cash flow. Rising dividends are in the cards even if oil stays at $50. If oil gets weaker, these of the survivors.

Lorne Steinberg
President & Portfolio Manager, Lorne Steinberg Wealth Management Inc
Price
$63.110
Owned
Yes
PAST TOP PICK
PAST TOP PICK
September 11, 2017

(A Top Pick Nov 11/16. Up 13%.) The company has significantly improved its balance sheet and the dividend is safe. Hasn’t cut its dividend since the end of World War II. They are now the leading global force in LNG. Still a Buy.

(A Top Pick Nov 11/16. Up 13%.) The company has significantly improved its balance sheet and the dividend is safe. Hasn’t cut its dividend since the end of World War II. They are now the leading global force in LNG. Still a Buy.

Darren Sissons
Vice President and Partner, Campbell Lee & Ross
Price
$58.580
Owned
Yes
COMMENT
COMMENT
June 9, 2017

His oil/gas percentage is down to around 5%-6%. He wouldn’t have qualms about the dividends, but he is not buying stocks for dividends. The oil market is challenged for a while. There is no way this is going to be an easy out now. We need crude higher than $50, or a lot of these companies are in jeopardy. These big ones are okay because they have very old fields at very low costs.

His oil/gas percentage is down to around 5%-6%. He wouldn’t have qualms about the dividends, but he is not buying stocks for dividends. The oil market is challenged for a while. There is no way this is going to be an easy out now. We need crude higher than $50, or a lot of these companies are in jeopardy. These big ones are okay because they have very old fields at very low costs.

Rick Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$55.760
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
May 16, 2017

(A Top Pick May 19/16. Up 23%.) The cream of the crop of the major integrated, the only space he likes in energy. They struggle with oil and gas prices on the one hand, but the petrochemical business and refining benefits from low oil prices. 6%+ dividend. Bulletproof balance sheet. The dividend is covered by cash flow.

(A Top Pick May 19/16. Up 23%.) The cream of the crop of the major integrated, the only space he likes in energy. They struggle with oil and gas prices on the one hand, but the petrochemical business and refining benefits from low oil prices. 6%+ dividend. Bulletproof balance sheet. The dividend is covered by cash flow.

Lorne Steinberg
President & Portfolio Manager, Lorne Steinberg Wealth Management Inc
Price
$58.450
Owned
Yes
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