Royal Dutch Shell PLC News and Headlines -

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The stock is down 4.3%.

Shares of multinational oil production company Chevron Corp. (CVX) fell 4.3% on Friday. The San Ramon, California-based company posted weak fiscal fourth-quarter and full-year 2020 results before market opened.

Chevron's stock is now down 23.5% over the last 12 months after gaining nearly 55% from multiyear lows it reached in March. The company remains unprofitable on a trailing 12-month basis after a disappointing campaign in 2020. However, as the recovery continues, 2021 could see the 141-year-old company return to profitability.

Its forward price-earnings ratio of 23.28 suggests that Chevron is expected to

249 Views    Nicholas Kitonyi    2021-01-30 22:31
Chevron Corp tops the list

Screening for stocks with compelling Shiller price-earnings ratios increases the likelihood of identifying value opportunities, in my opinion. Thus, investors may want to consider the following stocks, as their Shiller price-earnings ratios are trading below the S&P 500 Index's historical average of 16.77 as of Dec. 23.

Chevron Corp

The first company under consideration is Chevron Corp (CVX), a San Ramon, California-based integrated oil and gas company.

The company has a Shiller price-earnings ratio of 10.75, which is the result of a share price of $85.69 as of Dec. 23 and 10-year average inflation-adjusted earnings per share of $7.97

223 Views    Alberto Abaterusso    2020-12-24 16:54
The firm mostly sold during the quarter, but it also picked up some out-of-favor energy stocks

First Pacific Advisors (Trades, Portfolio) recently released its portfolio updates for the third quarter of 2020, which ended on Sept. 30.

The Los Angeles-based investing management firm emphasizes a research-based, low-risk value investing strategy that seeks to increase capital in the long term while avoiding a high chance of loss. With 88 employees and 31 investment professionals led by Chief Financial Officer J. Richard Atwood, First Pacific invests through several funds, including the FPA Capital Fund (Trades, Portfolio), the FPA Crescent Fund, the FPA International Value Fund and the FPA Paramount Fund.

During the

253 Views    Margaret Moran    2020-12-10 22:07
Firm's largest sales of the 3rd quarter

Fisher Asset Management, LLC's Ken Fisher (Trades, Portfolio) sold shares of the following stocks during the third quarter, which ended on Sept. 30.

Total

The firm reduced its stake in Total SE (TOT) by 21.61%. The trade had an impact of -0.17% on the portfolio.

The integrated oil and gas company has a market cap of $99.72 billion and an enterprise value of $141.14 billion.

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GuruFocus gives the company a profitability and growth rating of 6 out of 10. The return on equity of -5.01% and return on assets of

88 Views    Tiziano Frateschi    2020-11-16 17:36
Firm boosts positions in ETFs, Apple and Amazon, trims 2 energy holdings

Ken Fisher (Trades, Portfolio), portfolio manager of Fisher Investments, revealed his third-quarter portfolio this week, listing five position boosts among its top trades.

The Camas, Washington-based firm seeks long-term capital appreciation on the belief that the market has already priced in all information on a stock and that supply and demand of securities are key drivers of stock prices. According to the strategy, value is created through identifying information not widely known or interpreting information differently from other market participants.

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As of the quarter-end, the firm's $114.09 billion equity portfolio contains

549 Views    James Li    2020-11-11 18:58
A compelling price-to-tangible-book-value ratio could be of interest to investors

When in search of value opportunities amid companies operating in capital-intensive industries, one strategy investors should consider is looking for stocks whose price-to-tangible-book-value ratios are more appealing than their peers.

The price-to-tangible-book-value ratio is preferred to the price-book ratio, as the assessment of these companies mainly stems from tangible assets.

Royal Dutch Shell PLC

The first stock that qualifies is Royal Dutch Shell PLC (RDS.A) (RDS.B), a major British-Dutch petrochemical company.

Royal Dutch Shell PLC has a price-to-tangible-book-value ratio of 0.79 (for common stock class A) and 0.75 (for common stock class B), which appeal more than the industry median

122 Views    Alberto Abaterusso    2020-11-08 18:52
Fund reduces top holdings and sells out of other positions

The Tweedy Browne Global Value Fund (Trades, Portfolio) has disclosed its portfolio for the third quarter.

The fund operates as part of New York-based value investing firm Tweedy, Browne Co. LLC. The fund's management team invests in a diverse number of undervalued companies from developed countries to achieve long-term capital growth.

During the quarter, the largest changes for the fund's portfolio consisted of selling out of the holdings in Antofagasta PLC (LSE:ANTO) and Royal Dutch Shell PLC (XAMS:RDSA), as well as reducing its positions in Novartis AG (XSWX:NOVN), Zurich Insurance Group AG (XSWX:ZURN) and Nestle SA (XSWX:NESN).

303 Views    Graham Griffin    2020-10-12 20:47
Will we see a wave of mergers and acquisitions in the near future?

Royal Dutch Shell (RDS.A)(RDS.B) cut its dividend for the first time since World War II back in the first quarter of the year. Now, while this undoubtedly spooked investors, and many oil majors have been loath to follow suit, (ExxonMobil (XOM), for instance, took on more debt and slashed other expenses just so it could maintain its payouts), there is a silver lining to being the first to do such a thing - now that the proverbial band-aid has been ripped off, management can move forward and reposition the company and, of course, have left the door open to

150 Views    Stepan Lavrouk    2020-08-18 18:18
The key difference between European and American energy majors

I recently discussed the state of the oil industry after what has been an extremely bad quarter. In part two of this series on the energy sector, we will look at how different oil majors have approached the question of dividend payments in an age of falling earnings.

To slash or not to slash?

In part one, I noted that the European oil giants like Royal Dutch Shell (RDS.A)(RDS.B) and British Petroleum (BP) booked huge impairment charges last quarter. By contrast, U.S. giants like Chevron (CVX) and ExxonMobil (XOM) had relatively smaller impairment charges. There

222 Views    Stepan Lavrouk    2020-08-17 20:34
GMO turns over portfolio during the second quarter

Jeremy Grantham (Trades, Portfolio)'s GMO LLC recently released its portfolio updates for the second quarter of 2020, which ended on June 30.

Grantham is a co-founder and a member of the asset allocation team of Grantham, Mayo, Van Otterloo (GMO) & Co. LLC. The Boston-based asset management firm utilizes various long-term, value-based investment strategies that focus on risk management and diversification. Grantham is known for his success in consistently identifying and avoiding stock market bubbles, including the Japanese market bubble in the late 1980s, tech and internet stocks in the late '90s and credit markets in 2006.

469 Views    Margaret Moran    2020-08-14 20:01
What the energy market looks like after a turbulent quarter

As most investors know, the last six months have not been kind to the energy industry. Oil producers have been hit by a double whammy of oversupply (due to fractures in the OPEC-Russia alliance) and plummeting demand (due to global lockdowns). As a result, oil prices fell to multidecade lows earlier this year, with prices even going negative in some futures markets.

We won't go into the specifics of how this is even theoretically possible, but you don't need to be a professional oil trader to understand that a negative price for a commodity means that producers

319 Views    Stepan Lavrouk    2020-08-14 18:08
Fund invests in Spanish bank and Japanese industrial manufacturing company

The Causeway International Value (Trades, Portfolio) Fund released its portfolio for the first quarter earlier this week, listing two new positions.

The fund, which is part of Sarah Ketterer (Trades, Portfolio)’s Los Angeles-based Causeway Capital Management, was founded in 2001. Executing a bottom-up investment strategy based on fundamental research, the portfolio managers look for value opportunities among mid- to large-cap companies in developed international markets to achieve long-term capital growth.

Sticking to these criteria, the fund established holdings in Banco Bilbao Vizcaya Argentaria SA (XMAD:BBVA) and Komatsu Ltd. (TSE:6301) during the quarter. Other notable

154 Views    Sydnee Gatewood    2020-06-04 16:49
The company's earnings will grow exponentially in the coming quarters

The word "crash" is often associated with catastrophic outcomes, whether we are talking about an airplane, stock markets or commodity prices. However, when it comes to capital markets, a severe decline in prices might present lucrative opportunities for prudent investors. Some companies, on the other hand, benefit from these events due to the very nature of their business operations. Euronav EV (EURN) is one such company that is looking at eye-popping earnings growth numbers in the next few quarters thanks to the oil crash. An investment in the stock will likely provide stellar returns within the next year.

A top-down

1162 Views    Dilantha De Silva    2020-04-24 19:19
The Public Investment Fund of Saudi Arabia is betting big on 2 unloved sectors

Investing is and will always be a learning curve for even the most accomplished investors. For instance, Warren Buffett (Trades, Portfolio) claimed last year that he learned some valuable lessons by paying too much for Kraft Heinz (KHC). There are many ways for an investor to gain insight into the expected market performance, and analyzing the investment trends of billion-dollar investment funds is certainly one.

Saudi Arabia’s sovereign wealth fund, which is commonly known as the Public Investment Fund, is one of the largest collective investment schemes in the world with over $320 billion

1162 Views    Dilantha De Silva    2020-04-10 18:53
Spanish investor addresses Covid-19 outbreak

Dear investor,

In these extraordinary times we want to have a more continuous communication than usual, so we will try to keep our entire investor community up to date with the news that concerns us. These are difficult times for all of us, which will pass, but may leave a deep mark on all of us along the way.

First of all, we confirm that at Cobas Asset Management we are working from home and that all procedures are working correctly. Both the registration and cancellation procedures, as well as the daily release of the net asset value and the

316 Views    Sydnee Gatewood    2020-03-16 21:34
The price war has energy stocks plummeting, but that may not mean value buys are ahead

Fears of the new coronavirus (Covid-19) have now spread to the energy sector as the dramatic reduction in travel has resulted in lower global fuel demand.

On Friday, Saudi Arabia and Russia ended their three-year-old agreement on price cooperation, kicking off a price war as Saudi Arabia announced steep discounts and a boost in production. Following the news, the prices of Brent crude (the international oil price benchmark) and U.S. West Texas Intermediate (the U.S. oil price benchmark) dropped 24% on Monday before rebounding approximately 10% on Tuesday. This marks the steepest oil price drop since Iraq invaded Kuwait in

1352 Views    Margaret Moran    2020-03-10 21:55
The declining energy prices will benefit a few industries

The new coronavirus had already provided a demand-side shock to energy markets, and Russia surprised investors by not agreeing to the production cuts proposed by Saudi Arabia last Saturday. This conflict led to authorities of both countries discounting oil prices on the market.

Unsurprisingly, this triggered a bloodbath in capital markets. In the early hours of Monday, Brent crude declined a staggering 30%. Even though prices recovered somewhat (about 8% Tuesday morning), the mid-day performance of energy commodities on Monday wasn't pretty.

Source: Bloomberg data as of March 9, 11 AM

The repercussions of falling oil

503 Views    Dilantha De Silva    2020-03-10 15:03
Thoughts on why the highly leveraged oil company is less desirable compared to a stalwart Big Oil company

The energy sector has been punished the most compared to other industries so far this year. Shrinking demand is coming from the world's largest oil consumer, China, amidst its fight against the coronavirus. The bountiful supply of oil coming from the world's new leading producer, the U.S., in addition to the disagreements of oil output reduction in the joint coalition of OPEC and Russia and other nine countries (also known as OPEC+) have led to the inevitable decline of oil prices. As a result, value and dividend yields have soared for oil companies as prices tank to new lows.

1040 Views    Mark Yu    2020-03-09 18:19
Company recently changed its name amid reorganization

Causeway Capital Management leader Sarah Ketterer (Trades, Portfolio) disclosed this week she upped her firm’s stake in Ovintiv Inc. (OVV) by 28.36%.

With the goal of achieving superior risk-adjusted returns, Ketterer’s Los Angeles-based firm, which she founded with Harry Hartford in 2001, invests in mispriced equities in both developed and emerging markets. The investment team looks for potential opportunities among mid- and large-cap companies using quantitative and value-oriented methods. Each stock also receives a risk score based on the amount of volatility it adds to the portfolio. The team then enters positions in the stocks with the

270 Views    Sydnee Gatewood    2020-02-11 16:52
As American markets continue to soar, it's time to shop for high-yield stocks in emerging markets and Europe

Investing in dividend-paying stocks is a strategy that is truly tried and tested. According to data from a report published by JPMorgan in May of 2013, companies with a dividend policy returned an average of 9.5% in comparison to an average return of 1.6% from companies that did not pay dividends from 1972 to 2012. This difference between the performance of these two categories of stocks adds up to a massive dollar amount for the entire period of 40 years, as depicted below.

The U.S. markets have gained staggering amounts in the last 10 years, and

243 Views    Dilantha De Silva    2020-01-07 16:29

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