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Opinions The Panic-Proof Portfolio (Stockchase Research)
Shell plcSHELTOP PICKJul 06, 2023
Stock price when the opinion was issued
As of Jun 18, 2026. Market Open.
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Premium contentOur PAST TOP PICK with SHEL has triggered its stop at $62. To remain disciplined, we recommend covering the position at this time. When combined with our previous recommendations, this will result in a net investment gain of 5%.
(A Top Pick Aug 24/22, Up 25%)
Good to add when share price is weak. Will continue to hold shares. Hydrogen business will be good as well. Excellent long term prospects. Strong management team.
Darren SissonsPremium contentPremium contentWith growing cash reserves, a 15% ROE and trading at 1.1x book value, we reiterate SHEL as a TOP PICK. The company is introducing the fastest EV recharging stations at its Singapore stations, using renewable solar sources. We recommend trailing up the stop (from $56) to $57, looking to achieve $72, upside potential of 17%. Yield 1.8%
(Analysts’ price target is $72.23)It didn't fully reflect the expectations in energy. You could still buy it since he expects commodity prices to move higher. It is a really well run company with a good dividend. It is transferring to renewables.
Darren SissonsPremium contentWe reiterate SHEL, an ideal international diversified energy play, operating in over 70 countries, in everything from wind farms to renewable natural gas as a TOP PICK. It trades at 6x earnings, just over 1x book value, and supports a ROE of 23%. The company is generating great cash flow allowing cash reserves to grow, while aggressively retiring debt and buying back shares. We recommend trailing up the stop (from $52) to $55, looking to achieve $71 -- upside over 19%. Yield 3.4%
(Analysts’ price target is $70.52)Darren Sissons
Stan WongPremium contentStan WongStan Wong
Darren Sissons
We reiterate SHEL as a TOP PICK. The new CEO re-committed to deploying capital into the highest returns that play to their strengths. This is after the previous CEO vowed to reduce production annually through 2030. Cash reserves are growing and the company is generating $45 billion in free cash flow annually. It trades at 6x earnings, at book value, and supports a 23% ROE. We continue to recommend a stop-loss at $55, looking to achieve $72 --upside potential of 22%. Yield 1.8%
(Analysts’ price target is $72.40)