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| DON'T BUY | 80.200 | Brian Acker, CA | 17% positive differential
Not cheap enough compared to the other oils.
He's found oils mispriced, but not this one.
| 2007-06-07 | |
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| BUY | 62.000 | Ian Nakamoto | Would be comfortable buying at this price. | 2006-09-11 | |
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| BUY | 57.740 | Brian Acker, CA | His model price is $81.78 which is a 38% positive differential. | 2006-02-07 | |
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| DON'T BUY | 62.710 | John Stephenson | A little bit overvalued. With the acquisition of Unocal it will take a little bit of time to integrate. Production for the next 1 or 2 years will be a little challenged. Prefers others. | 2005-09-01 | |
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| HOLD | 53.450 | Jim O'Shaughnessy | A classic large cap value holding. He owns because of high shareholder yield. Check out the current buy-back activity and the dividend yield. Right now they have it as a Hold. | 2005-05-09 | |
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| WEAK BUY | 54.270 | Mark Jackson, CFA | Will be paying fat dividends for a while. Generates a lot of cash at these oil prices. Be concerned on owning US names for dividends as you have to pay a withholding tax. Imperial Oil (IMO-T) might be better. | 2005-04-13 | |
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| BUY | 58.170 | John Stephenson | Most of the integrated oils that have been doing well, is not from production, but from downstream, refining and marketing, which has done particularily well. | 2005-02-15 | |
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| TOP PICK | 51.720 | David Dreman | Oil prices will be $35 or more from now on. At about 12 X earnings and very good dividends. If earnings just stay where they are, or increase very gradually, it is still a good value. | 2004-12-17 | |
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| TOP PICK | 53.080 | John Stephenson | Pays a 3% yield. Relatively cheap compared to its large cap peers. Trades at a 12% discount to the other super majors, Exxon Mobile for example. Has a fair bit of upside. Improving its exploratijon activity. Got some high impact properties coming on. Well diversified globally for a defensive position. Also started a share buy-back program. | 2004-12-14 | |
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| BUY | 52.910 | John Stephenson | Offers good return to long term investors. Trades at a discount. Usually trades at a 5 X cash flow multiple, but currently trades in the 4.8 X range. | 2004-10-18 | |
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| BUY | 53.860 | Mark Jackson, CFA | For any oil stocks, the key is where oil prices go. Even at a high $30 oil price, the cash flows from integrateds will be significant enough for them to pay out large dividends and/or buy back stocks. | 2004-10-04 | |
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| TOP PICK | 100.050 | Liz Ann Sonders | Still a fan of energy. May be able to get this a little bit cheaper. | 2004-09-10 | |
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| HOLD | 95.500 | John Stephenson | Prefer other companies because there are better ones. This is fairly a good company to hold on. | 2004-08-30 | |
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| TOP PICK | 95.650 | Liz Ann Sonders | A play on profit growth that's happening with energy companies. Dividend. | 2004-07-30 | |
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| TOP PICK | 93.420 | Liz Ann Sonders | Great dividend yield. Stock has not moved consistently with the commodity price. | 2004-06-18 | |
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| TOP PICK | 91.650 | Michael Holland | Has traded off a little bit recently. Over 3% yield. | 2004-05-07 | |
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| DON'T BUY | 72.800 | John Stephenson | Have not been adding to their portfolio. Suffering a decline in their production so it could be problematic. | 2003-10-02 | |
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| PAST TOP PICK | 83.250 | Brad Willock | (Was a top pick on Jan 2 down 8%) Still likes. Has a good yield. | 2002-02-22 | |
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| TOP PICK | 89.480 | Brad Willock | New acquisition will lower operating costs. | 2002-01-02 | |
Experts that have talked about Chevron Texaco
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