Saturday, December 25, 2021

Oilprice.com's Top Five Oil And Gas "Picks" For 2022 -- December 25, 2021

I had no plans to post this, for various reasons, but upon reviewing the article again, some thoughts:

  • most agree, that of the major integrated E&P companies, CVX is by far the best (at this time) and yet CVX does not appear on this list; 
    • CVX appears on almost everyone else's list of top picks;
  • XOM is consistently and frequently considered a "dud"; and, then look at this:
  • there seems to be one outlier: NOG

December 25, 2021: top five oil and gas picks by oilprice.com

  • XOM
  • COP
  • Cenovus Energy, Inc (CVE)
  • Cheniere (LNG)
  • NOG

Motley Fool: two energy stocks below $4 with returns of more than 400%, link here:

  • Baytex, look at that P/E of 1.63; pays no dividend; huge free cash flow; Western Canadian Sedimentary Basin and the Eagle Ford in the US;
  • Pipestone Energy (PIPE.TO): pure-play condensate-rich Montney asset in the Pipestone area near Grande Prairie, "with decades of high value condensate development potential"

*********************************
Christmas Gift

No comments:

Post a Comment