Oil Stocks & Sector Analysis | Occidental & Chevron

Oil sector and two oil stocks analysis ; Chevron and Occidental

0:00 Oil Stocks
1:16 Oil Price Overview
2:03 Oil Fundamentals
5:39 OXY Stock Analysis
10:50 CVX Stock Analysis
13:05 Oil Investing

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[beach_lion]

This is a video worth watching twice -- I'd been wanting to see this kind of analysis for OXY, thanks!

[philippekogler]

I bought end of 2020 positions in Shell, BP, Exxon, Total and am very pleased.

[Viperever]

This market decline has been an interesting experience for a lot of investors. They get to see firsthand the dangers of overvaluations, the effects of political risk, monetary policy and macro trends all at the same time. I can't speak for everyone but I've learned a lot of things from this experience. We've been in a bull market so long we've all forgotten how all these factors effect the capital markets.

[davidkoba]

The man is a genius. All I know in the next recession I know exactly where to swing my money.

[eminhawa]

This guy Sven is the real deal . Fall 2020 he posted a video talking about how oil is on sale the valuation was very attractive. Since then oil has kicked the S&P 500’s behind.

[andreasabels]

Thanks for the analysis. I heavily bought oxy last summer and now it is one of the few stocks with massive gains. Last week I started selling to buy cheap tech.

[tradingfundamentals]

I liked your thoughts at the end about oil price volatility. I think volatility is one of the main themes of the oil industry.

[bobbobertson]

Great video. I was in oil stocks since 2020 in a big way, but recently exited all positions. 2020-21 is when the easy money was made. The last year had many more obstacles. Recenlty I've been grappling with the dilemma you raised in the last minute or two of the video. And I more or less reached the same conclusion. Yes, there may be a commodity super cycle in the works but there is more downside risk to oil stocks due to elevated price and macro factors such as possible recession. Why fight the headwinds for maybe 10-25% upside in the next 6-12 months, I'd rather wait for a cheaper price. Despite the progress the industry has made with regard to "capital discipline", I don't see how one can do "buy and hold" in this environment (recession risk, possible Ukraine war resolution, more supply entering market etc.) and maintain their sanity :)

[Ravencroft]

My Shell, BP, Scorpio Tankers, Exmar shares are saving me these days. Anything to do with oil and gas and the transport of it. I guess diversification does make sense when you have absolutely no idea what you are doing like me.

[mikestanmore]

Ark has about the same hit rate as Cramer, Sven.

[Philip]

I've been buying a lot of oil stocks while they were out of favour precisely because of the negative ESG sentiment and the increasingly serious lack of new investment. As you say, you can wait for a better price to buy as there can always be some kind of upset (e.g. recession) - however, oil stocks also have two factors which also allow you to buy early: a very high yield and also many unexpected shocks can also increase prices (war, disasters, etc.). ESG + Covid + Russia/OPEC standoff probably created the perfect storm of under-investment.

[khyzath]

always a pleasure to see your videos pop up Sven! :)

[Frrrrrrrrunkis]

can we get a re-do of this video? thanks so much

[blueworld]

Hello Sven! What’s your opinion on Exxon mobile ? Are you sticking with the energy sector??

[BarsonlineOrg]

I think it became clear now, that it is not only about bought it additionally and foremost as an inflation hedge....oil price goes always hand in hand with inflation....just buy the biggest player in the local Permian Basin and you are safe on this direction.

[davidedeltoro]

Sven what's your favourite Oil Stock? I checked all the major players and I see a lot of value in Petrobras! According to my research, PBR produced 33B$ cash flow from operation TTM (the same of Chevron), but is has 94B$ Market Cap instead of 329B$ Of Chevron! 😮

[ostrogonov]

The cure for high prices in oil is high prices, because it boosts investment.., unless there are politicians that are blocking those investments with mere ideological measures.. as is in case of oil investments...

[dancingnachos]

I have dealt with and followed a lot of so called gurus and investment guides and learnt one thing. No one knows anything. By the time things become apparent to us mortals, it's usually too late.

[pieromalutta]

Argomento veramente interessante druze Sven, grazie per il servizio

[bernteinar]

I love my Aker BP investment. got them at a bargain in 2020:)