OXY's Clash of the Billionaire Titans (Occidental)

Mr. Oxy | Oil & Gas | Energy | Market News You Can Use

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I am a value investor, searching for undervalued stocks. I look for securities with prices that are unjustifiably low based on intrinsic worth, estimated by analyzing an issuer's fundamentals.

I do not support the efficient market hypothesis. This suggests that stocks always trade at their fair value, making it harder for investors to either buy stocks that are undervalued, or sell them at inflated prices. I believe the market will eventually favor quality stocks that were undervalued. I am not really concerned with the activities of the stock market, although I "watch" market activity all the time.

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[crystalclean]

Got to love when noone else is talking about energy on social media.
In the meantime the stocks keep creeping up on pure fundamentals and fat dividends are already locked in, compounding every single quarter.
Unlikely the sector gets hyped in the future due to perception, but at some point institutional investors will have to find real cash flows.
This week bought another nice tranche of Chevron.
Thanks for the content

[adishemla]

I forgot how much i missed Mr Oxy and his video’s referring Oxy ONLY.
Words cannot describe the respect i owe you.
Thank You!!!!

[Judezhou]

Thanks Rudy, planning to long in oxy for years, oxy warrant is going to be one of the best deal I made in my life time. So I am hoping recent US dollar index raise could bring oil price lower, and I still have chance to pick up more warrant at price around 5-6.

[nadanahsb]

Thank you for the video. There is not many places where I can find oxy information. This is definetely helpful! I have been holding oxy for one year and plan to have it for another 2-3 years. I wish oxy stock goes up to $40 by end of 2nd quarter and $60 by end of this year

[garipapi]

Here is south korea. Thank you for everyting. I've had oxy since March last year. checking the price every day is like torturing myself. But I think Eventually 24-dollar wall will be broken. Other American shale companies aren't ready. Please just focus on the demand explosion in the future guys!

[robertburke]

Thank you Mr. Rudi Bester. Your research and insight are very precious. Here is a long, long shot of a buy low situation: Buy a condo room or two available at the Trump estates... consider Las Vegas Trump Hotel property? Ha ha. That is a long shot?

[yidizhang]

Thanks, Rudi. Warren was a bit conservative in 2020. It looks like he was more concerned about protecting his portfolio than making money. Today's api oil report shows a decline of more than 4 million-barrels and wti is almost 55 dollars. As you mentioned before, oxy is printing money at $55 wti. Sooner or later, money will have to move to energies.

[gregkrazanski]

to be totally fair though WB is making 200M a quarter on that 8% coupon and all of Icahn's warrants and shares are only up 100M or so. I get your point, but it's hard to say that WB did poorly here. yes, he could have made better choices perhaps, but maybe he saw better opportunities elsewhere rather than waiting around for OXY, though, or felt risk mitigation was more important, who knows. but thank you for putting the video together, of course!

[felixchu]

Hi Mr. OXY, i have been holding OXY since September with an average price of $12. I realised buy and hold is much harder to execute than i thought it would be, looking at stocks that are able to gain 30-40% in a day, double triple within a week. Whilst buy and hold, locking the funds for a year could 'only' double. What would your advices be, for both mental mindset and execution?

[ezroadglider]

Long on oxy myself, here in New Orleans! Think I've 1100+ warrants and was curious as to why you traded your warrants in early for stock?

[PulverizerA]

As I recall, Buffet got like a 10% premium for taking shares instead of cash for those 2 quarters, so he didn't do bad at all. Buffett and Co. would have been issued warrants for their common shares held too, so I assume he still has them if you don't mention them. Who knows, maybe the tax guys said sell here for some reason.
Kinda a fun little video to see what 2 sharks are doing with the same company. Thanks.

[pakheiho]

I am currently long 3000 OXY and around 375 warrant. I want to buy more now! Thank you Mr. OXY. Do you think that OXY has the lowest operational cost for each BOE in America?

[ezroadglider]

Actually they are currently at 164.41% so ...would you say it's prudent to sell a portion? I'm seriously thinking oxy shares may increase...however I've a neighbor employed whom has said they've discontinued some offshore drilling??? There in lies the question...whom to believe these days...I'm holding until earning come out

[brians]

Hey Rudi, nice video as usual and just wanted to suggest an idea for a future video. Have a look at Canadian Natural Resources ticker:nyse CNQ. I think they could be an interesting beneficiary of the KXL pipeline situation but are slightly overpriced right now.

[MSStateBulldawg]

Rudi, thanks for the update! Are you "Buying" or just "Holding" OXY?

[viv]

Hello Mr. Oxy, I would like to see a video about the futures of the carbon-neutral oil opportunities particular to Oxy. And how the carbon-neutral oil market could possibly look like in the future, and what other companies might jump into this model.

[amitluthra]

You got the airline situation a bit off. Airlines could have collected with travel restrictions. This covid situation could have been for years as the last major vaccine took 4 years to make. For oxy shares, selling his shares was a polite way of telling oxy to pay him cash next time and not pay with shareholder dilution. Shares are not funny money or bail you out of a obligation to pay preferred coupons. In essence, if oxy pays in shares he would dump them on the market and take his cavitied cash as a lesson to oxy. Anyways if he wanted shares he can always buy them with a cash coupon from his preferred. Oxy was getting too cute with games to ease it's financial stress from oil prices.

[robertbarry]

Can you talk about BP and why it is going down?

[chessdad]

Interesting. Although I suppose to be fair to Warren, we would need to know what he did with the money. It is possible he found a good place to use the funds. If I had to guess, I suspect he bought Apple stock. But just a guess.

[pebbleschun]

Mr Oxy-At current oil prices, how much debt do you think Oxy can pay off in 2021? Thanks for your thoughts.