Royal Dutch Shell CL A (RDS-A)

This account tracks the performance of the investment firm Ruane, Cunniff, and Goldfarb - the investment manager of Sequoia Fund.

value pick
safe dividend at 5.2%

high safe yield

I am betting on oil/energy right now.

Voser is ready to start kicking butt and taking names. I like the shake up of the senior execs and the move to a leaner, quicker and cost effective structure. Van der Veer did a great job in stabilizing the company and allowing Shell to regain its respect.

I believe Shell is now focused and prepared to deliver results.

This is a pick based on Baron's recommendation. The >6% dividend is stable, and will only be more valuable as the dollar declines. Fundamentals are improving daily.

Strongly placed to benefit when the oil price starts to rise again over the next year

Ran a couple of John Neff screens, and this one popped up. I'll have to dig further, but things start to get really intersting when the PE of a company is lower than its dividend yield. Throw in what I think will be a strong macro-trend in oil, and I'm highly considering purchasing this in real life.

Oil and yield

Nice oils stock with a dividend

Those prices of slick _ _ _ _ will go back up and when they do this one looks ready to slide the stick.

I honestly dont see how this couldnt be a buy with the way oil prices are going these days along with its recent performance. its near the bottom. its PE is low and its ready to ride!

Caps Value Screen

The world is still addicted to oil. Shell is a good brand and at p/e ~5, it seems like a good time to buy.

Any strengthening in the economy will lead to a rise in oil prices as more people return to work. The odds of a return $140 a barrel oil in 2009 are slim to none, but $75 to $100 seems feasible if the workforce begins to drive again. The recent shrinking of hybrid vehicle sales vs. regular vehicles suggests in moderate times, people like their bigger cars.

Shell looks to have a stronger interest in alt fuel than some other companies, who prefer to focus on extracting the most crude they can. Whether or not this is feasible is the long term gamble, but short term, this one will bounce above $55 by 2010

Good value for a great company.

GS conviction buy, along with the dividend, that's good enough for moi.

Oil is going higher, this will follow.

The stock has been oversold recently which should provide immediate gains. Shell has great exploration and production profitablity and is well positioned to exploit new sources of energy, which should make them a good long term investment as well.