ConocoPhillips (NYSE:COP)

Approval of LNG export license should add $15 to price by qtr 3 of 13

Great company + yield!

I am a current long-term holder of CVX and a long-term bull on oil refiners and distributors. Despite cleaner fuels, natural gas, and alternative fuel sources, oil is still "king" for the vast majority of the world's growth. Granted prices have fluctuated from prior higher oil prices and near-term oil looks to be in a narrow range due to weak growth in the emerging and developed markets and higher supply levels muting excessive non-seasonal price spikes. Despite this, demand longer-term will continue to support oil prices. "The end of cheap oil" has been argued here by other Fools and in other publications, so I won't belabor the issue except to say that throughput costs and the decreasing availability of easily extracted oil has a direct effect on spot oil prices (excluding speculation). I have just recently begun following COP and despite having underperformed the S&P recently, it is in good company with the rest of the industry which has had a weak showing 1-year EPS growth. COP though is paying over a 4% dividend while you wait for the markets to recover.

Warren liked it in the 70's, I love it in the 50's. 4.5% yield sure looks better then any money market acct. good upside potential.

Well-run oil company.

The gas/oil expansion in the US will drive this company to outperform in the next 5 years.

Expect industry to rise across the board. Good value pick in sector.

liquidating more politically risky locations and concentrating more on the North american continent, has huge leases in Alaska and they are currently lowering their tax rates, large position in the Gulf of Mexico and hitting large finds, large NA position in NG the fuel of the future, very shareholder friendly with an eye on increasing dividends. great dividend, low PE. IMO one of the best majors.

High dividend yield and recent discovery of a potentially giant field gives COP good growth potential

Still a lot of growth potential in this company.

ConocoPhillips currently is one of the largest non-governmental oil companies in the world. Due to economies of scale, a large size can be a strong strength in the oil industry. ConocoPhillips commands a large market capitalization of $71.8 billion. Having a large market capitalization is beneficial because it ensures that a company has enough capital to carry-out projects and ventures. In being able to carry out its projects and ventures, ConocoPhillips can continue to acquire interests in more oil fields and increase its performance.

Another strength for ConocoPhillips is that it has extremely strategic oil field locations with 73% of its oil production coming from America, Europe, or Canada. This is beneficial because these areas are not politically unstable like the countries experiencing the “Arab Spring” or the corrupt African oil nations. In addition, these locations have an extremely large share of the resources in the world; while oil resources in traditional areas like the Middle East and Africa dwindle, resources in the West are just now starting to be seriously developed.

ConocoPhillips recently spun-off Phillips 66; in doing so, ConocoPhillips became a “pure-play” company. This means that the company has one key operation: oil exploration and production. This is a strength for ConocoPhillips because it means that the company can heavily focus on developing just that line of business. In doing so, it is expected that additional efficiency and value can be obtained in the exploration and production operations.

Next, ConocoPhillips has an extremely heavy presence in liquefied natural gas (LNG). In fact, ConocoPhillips is a pioneer in this area of energy. By having such a first mover advantage in addition to its huge presence in LNG, ConocoPhillips is looking beyond conventional crude oil to other avenues for energy production. The value of this can hardly be measured as the world moves into increasingly rapid change in all sectors of life and business.

Opportunities abound in the energy sectors in the modern era. Currently, ConocoPhillips has a number of opportunities that sit in front of it. ConocoPhillips currently has plans to start developing the Chinese oil shale fields in the coming years as part of an agreement to teach shale extraction techniques to the Chinese while, at the same time, producing oil revenues for itself. This will increase ConocoPhillips’ exposure to oil shale while building friendlier relations with the Chinese-Government-controlled petroleum industry.

Another possible opportunity comes in Russia. There are serious talks of opening the doors to more Western oil firms in the Siberian oil fields. By partnering with Rosneft, a Russian super oil company, Western firms like ConocoPhillips would be able to access the bountiful energy resources that Russia holds. Doing this would both increase revenues and improve diplomatic relations with Russia.

Further opportunity lies in ConocoPhillips’ ultra-deepwater drilling capabilities. As the “easy” oil reserves disappear, alternate sources of crude oil must be tapped. With its abilities in mind, ConocoPhillips is avidly exploring for new oil sources in the oceans, especially around Greenland in the Atlantic. These areas could yield massive oil reserves that could produce hundreds of millions of barrels of oil thereby resulting in sustained growth and revenues for years to come.

Finally, ConocoPhillips has a huge opportunity in developing floating liquefied natural gas (FLNG). FLNG is, essentially, building operations offshore in the ocean that capture natural gas and then prepare the LNG for transportation to land. Currently, only one company has infrastructure under construction, Royal Dutch Shell; however, ConocoPhillips is quickly moving into the preparations for construction of its own facilities as the company hopes to have a FLNG by 2019.

Baby its cold outside.

Bullish MACD crossover on 02/20/13

Can't go wrong with this stock, especially long. As the economy strengthens oil & gas stocks will outperform.

Buy on the dip

BIG OIL : )

Production of Oil in the U.S.A.

3 times EBITDA, 7 Times Earnings, 4.4% Dividend. Just too cheap

The company has a long trak record with a durable competitive advantage.