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Started By
Message
Exxon over $70
Posted on 1/11/22 at 11:14 am
Posted on 1/11/22 at 11:14 am
Nice rebound from the O&G major. Looking like plans to start transitioning into biofuels to placate current political sentiment while continuing to invest in its base business.
Strong dividends and oil prices have those already invested enjoying the run they’ve had over the past month.
Strong dividends and oil prices have those already invested enjoying the run they’ve had over the past month.
5
Posted on 1/11/22 at 11:51 am to CollegeFBRules
Oil and gas, including Exxon, has been a very good Covid play for me.
Posted on 1/11/22 at 1:06 pm to PlanoPrivateer
Yeah, it has been an excellent play for me since October of ‘20.
Posted on 1/11/22 at 2:04 pm to CollegeFBRules
Shell has also been making steady gains over the last two months. I do believe that Exxon offers larger dividend yields.
Posted on 1/11/22 at 2:17 pm to Black n Gold
It is interesting comparing CVX, XOM and RDS since 2020 until now.
2 year returns (not including dividends):
CVX: +9.5%
XOM: +2%
RDS.B: -19.5%
2 year returns (not including dividends):
CVX: +9.5%
XOM: +2%
RDS.B: -19.5%
Posted on 1/11/22 at 8:57 pm to bod312
Big oil fell off the Covid cliff in late January, February and March. Less than two years ago. But if your point is that CVX is a better play than XOM, I won't argue with you.
Posted on 1/11/22 at 10:08 pm to CollegeFBRules
Transition into value stocks has boosted oil companies, plus money flowing into oil with inflation as new inflation hedge
I’m looking for continuation from OXY
I’m looking for continuation from OXY
Posted on 1/12/22 at 7:04 am to PlanoPrivateer
I wanted to see the price relative to pre-COVID levels so this time period works. I am just saying it was interesting to see that Chevron is already 10% above its pre-COVID price. Exxon is slightly above yet Shell is still 20% below.
This was more of a response to the poster talking about Shell making some gains, which it is relative to COVID lows but it still has a ways to go to reach pre-COVID levels. I would not have expected the difference between CVX and RDS to be 30% but the earnings have been quite different during the COVID times. Shell does have a lot of cash on hand (from what I remember) and will be curious to see how Q4 pans out after earnings release for this big 3.
This was more of a response to the poster talking about Shell making some gains, which it is relative to COVID lows but it still has a ways to go to reach pre-COVID levels. I would not have expected the difference between CVX and RDS to be 30% but the earnings have been quite different during the COVID times. Shell does have a lot of cash on hand (from what I remember) and will be curious to see how Q4 pans out after earnings release for this big 3.
Posted on 1/12/22 at 8:28 am to bod312
No one buys into shells wind strategy. They have sold a lot of oil assets.
Chevron has stayed a bit under the radar and @XOM is taking a different marketing approach after the beat down the last 2 years.
@XOM has been sitting on green energy carbon capture patents waiting for carbon tax to make it profitable. But never advertised it to get ahead of the marketing shitstorm
Chevron has stayed a bit under the radar and @XOM is taking a different marketing approach after the beat down the last 2 years.
@XOM has been sitting on green energy carbon capture patents waiting for carbon tax to make it profitable. But never advertised it to get ahead of the marketing shitstorm
Posted on 1/12/22 at 9:41 am to CollegeFBRules
I've been in Suncor Energy (SU) for a while. Expected to report huge growth during their earnings report Feb 2. The company has shifted from throwing money at expensive projects to being more "shareholder friendly"
Posted on 1/12/22 at 9:56 am to jimjackandjose
quote:
No one buys into shells wind strategy. They have sold a lot of oil assets.
They have went into green energy pretty damn heavy and it's a lot more than just wind. I worry about that too.
Their buying up of BG and the price/timing was horrible and hurt them for a while too.
Posted on 1/12/22 at 11:41 am to bod312
Thanks for the clarification. Now I understand what your point was.
Shell has lagged. I think they have been heavily pressured to go greener. Think about Royal Dutch Shell moving their corporate headquarters to London and renaming the company simply Shell.
Shell has lagged. I think they have been heavily pressured to go greener. Think about Royal Dutch Shell moving their corporate headquarters to London and renaming the company simply Shell.
Posted on 1/12/22 at 12:33 pm to CollegeFBRules
Exxon and Chevron just paid off my house.
Posted on 1/12/22 at 6:36 pm to bod312
“CVX: +9.5%
XOM: +2%
RDS.B: -19.5%”
I had just started a position in rdsb before covid to add to my dividend bucket… they then said they were transitioning from an oil and gas company to an energy company …since they are European and wind is big there …especially offshore wind turbines and they are similar to offshore rigs tech ( building and maintenance ) I figured they would lead they way… they then cut their dividend :( but still kept it respectable… this resulted in a big hit to their price…
When covid hit I added to shell and picked up chevron and xom …
Cvx up 83 percent
Xom up 100
Rdsb up 78 ( but this one had precovid portion in it)
Wish I loaded more… they are comparable to my covid cruise lines…
Btw.. keeping them cause I bought the for income flow/dividends
XOM: +2%
RDS.B: -19.5%”
I had just started a position in rdsb before covid to add to my dividend bucket… they then said they were transitioning from an oil and gas company to an energy company …since they are European and wind is big there …especially offshore wind turbines and they are similar to offshore rigs tech ( building and maintenance ) I figured they would lead they way… they then cut their dividend :( but still kept it respectable… this resulted in a big hit to their price…
When covid hit I added to shell and picked up chevron and xom …
Cvx up 83 percent
Xom up 100
Rdsb up 78 ( but this one had precovid portion in it)
Wish I loaded more… they are comparable to my covid cruise lines…
Btw.. keeping them cause I bought the for income flow/dividends
Posted on 1/12/22 at 8:47 pm to PlanoPrivateer
quote:
Oil and gas, including Exxon, has been a very good Covid play for me.
Same here. Since the crash (and then again once Biden won) I dumped money into XOM, CPE, AR and PBT as well as adding some DNN (uranium mining).
Also:
quote:
Grits N Shrimp
-XOM is the next GE
quote:
fjlee90
-It's closer to this (GE) than to a $40 steal.
quote:
Texas Tea 123
-XOM is a classic value trap and will likely cut the dividend
This post was edited on 1/12/22 at 9:07 pm
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