Summer Sale

50% off Premium Yearly

00days
00hrs
00mins
00secs

NYSE:CVX

Chevron Texaco (CVX)

173.85
+0.22 (0.13%)
as of Jun 18, 2026, 10:57:07 pm Market Open.
72 watching
0
TOP PICK
47% upside to his model price. Fundamentals have not moved down that much but stock has. Energy shows up as a pretty good value play.
COMMENT
Like similar companies, had a lot of weakness in Aug-Sept/11 because of the euro zone crisis. Now at all-time highs over the last year or so, primarily because of decent growth in production.
TOP PICK
His model price is $150.61, a 50% upside. There has been a pullback in all of the oils but the integrateds have pulled back less. This is at a nice structural level. You get a dividend growth and balance sheet growth on this one.
STRONG BUY
Really likes the name. 70% oil weighted and he is bullish on oil but not gas. They are selling Brent, which is a $10 premium.
COMMENT
Have improved reserve replacement considerably in the last year or so and are claiming above 100%, which is pretty good. Well positioned for Liquefied Natural Gas LNG with some giant projects off the shore of northwestern Australia. Also some tremendous projects in the deep water gulf of Mexico.
COMMENT
Looking at big integrateds, there are some good quality plays in Canada so he doesn’t focus on this. Has so many issues that may impact so prefers Canadian that he can concentrate on.
BUY
Of all the US majors this one has the most potential. Went from showing no growth and poor returns on capital to having one of the most focused capital programs in showing growth as well as reserve addition.
COMMENT
Big integrated oil companies have had a tougher time over the last little while. This is one of the better ones. Heading into the driving season could give you a little lift on the refiners. Attractive yield of about 4%. He would prefer some of the Canadian producers.
BUY
Exxon Mobile (XOM-N) or Chevron (CVX-N)? Favourably disposed to either but would probably favour Exxon currently. Exxon recently acquired a natural gas company XTO. Expects differential between oil and natural gas to decrease.
BUY
Good name but it hasn't gone up a whole lot. Nothing wrong with it. Yield of 3.85%. Prefers BP (BP-N), which is better value and a little more international diversification. Also better yield.
COMMENT
Chevron (CVX-N) and Exxon (XOM-N) major integrateds have so many opportunities to grow through acquisition, upstream through downstream and chemicals. Also have stable dividends and great cash flow.
DON'T BUY
17% positive differential Not cheap enough compared to the other oils. He's found oils mispriced, but not this one.
BUY
Would be comfortable buying at this price.
BUY
His model price is $81.78 which is a 38% positive differential.
DON'T BUY
A little bit overvalued. With the acquisition of Unocal it will take a little bit of time to integrate. Production for the next 1 or 2 years will be a little challenged. Prefers others.
Showing 121 to 135 of 150 entries