ExxonMobil Corp (XOM)

Oil in the coming years is all about talent, obtaining it, motivating it, keeping it. XOM has the worst package and outlook and simply doesn't get it. By the time it figures it out (if ever), it will probably be too late.

Yeah, I am an industry guy, worked for several majors, interviewed with XOM and found their offer to be a joke. I honestly have no ire towards them, but I do recognize this significant flaw, which I think is fatal, in the long run.

That being said, the next 5years, maybe even 10, will be good for them. Then it will be all over. It may be one of the most spectacular corporate deaths in history.

Dubai ,and higher temps in North america

Price of oil will trend lower in Q4 2009. This stock will follow.

Will not outperform SP500 until second half of 2010

The stock appears rangebound over the past 6 months. Oil retailers could remain that way over the next 3-6 months.

profits down 66 % not looking to good for next 2 month time frame

The world economy is not ready to buy oil like it was before yet. Oil is being stockpiled. That's not good for Exxon. I exepct to be able to buy back in at a good price again for XOM.

Exxon isn't evil because it's an oil company -- it's an oil company because it's evil.

Evil elements:
-Exxon Valdez + other environmental misdeeds
-Funds groups that spread climate change disinformation
-Contributes to Third World political strife through involvement in warring states
-For years, sought to block clean energy policy. Current 'efforts' on clean energy are inadequate, especially compared with Shell, Chevron, BP, etc.

given time this stock should pop.. perhaps by the middle of summer.

Huge slug of crude is coming ashore - seems every tanker on the planet is loaded and heading out. Onshore storage is already brimming, and petrochemical plants are running at low end of capacity due to the slow economy, so I expect prices to sag significantly until the excess supply can be worked off.

When oil returns, I think Exxon will be the least of the beneficiaries. They are at the top of their pole and will get nothing from the new sources coming out. Dump 'em!

http://contrarianedge.com/2009/01/04/exxon-apostasy/

With oil under $40/barrel the exorbitant profits will be hard to justify and gas is dropping to 5 year lows at the pump. If this stock hits under 52 week lows it might be worth taking a look at for a long term runup. Dividends are better elsewhere if one is looking for cash.

Demand is declining rapidly & inventories and supplies are increasing. OPEC's production cuts are negative indicators, since they are reacting to demand reduction. Also, XOM has lost significant production in recent quarters as prices increased.
I'm bullish on the dollar, only due to relative economic strength.
Finally, political will exists to cut domestic consumption rates, end tax benefits, and subsidize competitors in the energy sector who provide desirable clean alternatives. Life is easy when your friends are in charge. Expect something slightly less dramatic than a chart for XOM in the next 5 years that resembles the inverse of 2001-07.

Oil has declined by 2/3rds. Stock has declined 20%. Exxon's earnings will be similar to that of 2004. Stock price will respond and head down. Exxon is a great company & will not go bankrupt, etc. It is just expensive, given the macro environment, price of oil and near-term earnings.

GAS Bubble is gone till the Repulicans return.

what can i say, a dinosaur that keeps growing. the recent nat gas contract adds to consumer driven growth. first stock i owned and one of the last i'll sell.

This oil giant is stingy with dividends, has restless shareholders and a bad rep in environmental circles. As the EPA becomes stronger, this company will weaken

Oil will fall much faster than anticipated.