Royal Dutch Shell CL A (RDS-A)

Despite the surge in spending on alternative energy, our dependence on oil will not go away for at least the next few decades. Oil demand worldwide is increasing. Royal Dutch Shell has a new process for extracting oil from oil shale of which the US has roughly 2 trillion barrels of which between 800 billion and 1.2 trillion are recoverable. Royal Dutch Shell is currently testing the process in the oil shale fields in the midwest. If the process is approved by the government the US could become the next Middle East.

A very long term play. Shell has been beaten down due to the fact their reserves and prospects are tightening, and the oil prices are not surging as strongly as before. However, what most investors don't realize is that RDS owns several new-age oil recovery patents and leases to thousands of acres of potent reserves in the US. On top of that, it has a very god dividend yield, which I doubt they will reduce by much. looking for at least an avg return of 15%+ over 5 or more years.

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.

Royal Dutch Shell is trading at a 12% discount to the Majors. XOM trades at ~11 times Earnings and RDS-A trades at ~9 times. Reserve replacement has/is RDS-A major problem .... but they have promised they will solve it. They are betting Billions and Billions on some non conventional projects. RDS-A is a European company and they do not do any restructurings fast, but they are moving this monolith in the right direction. I believe its value will be recognized with a couple of years and will trade on par with XOM.

Time for a 20% slide in energy prices.

I am betting on oil/energy right now.

Caps Value Screen

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!

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

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

Nice oils stock with a dividend

Oil and yield

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.

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.

value pick
safe dividend at 5.2%

high safe yield

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

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.

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.