Exxon Mobil (XOM) posts
FeedPosted Nov 30th 2007 6:10PM by Sheldon Liber (RSS feed)
Filed under: Bad news, Management, Consumer experience, Rants and raves, Google (GOOG), Microsoft (MSFT), Wal-Mart (WMT), Home Depot (HD), Exxon Mobil (XOM), Scandals, Citigroup Inc. (C), Bank of America (BAC), Costco Wholesale (COST), , Lowe's Cos (LOW)
This post was part of AOL Money & Finance's Best & Worst of 2007 feature. The voting has now closed and readers have chosen ExxonMobil as the most hated company of the year. Be sure to let us know in the comments if you are pleased with this result.
Trying to discuss the Most Hated Companies is not easy. There are so many to choose from that if we left the subject wide open it would fill a novel. The four companies that made our list are all substantial in size and that alone brings much criticism. These four companies and their stocks are all broadly covered by Wall Street and business journals everywhere. We at BloggingStocks have written dozens of stories about them in just the past year alone. Each time we do, we find that our readers have plenty to vent about, so here we are giving you all one more chance.
Three of the four stocks here have not paid off for shareholders, and that is bound to start the ranting and raving. All of them have created some consumer backlash, and even fury. Some people hate the management. But management hating is not the problem at the worlds largest company, Exxon Mobil, since it is up about 200% in the past five years.
Continue reading Best & Worst of 2007: The most hated companies
Posted Jun 8th 2007 12:30PM by Sheldon Liber (RSS feed)
Filed under: Home Depot (HD), Exxon Mobil (XOM), Columns, Walt Disney (DIS), Caterpillar (CAT), Alcoa Inc (AA), Amer Intl Group (AIG), ETF Investing, Bargain stocks, Serious Money, DJIA
Whittling Away at the Dow has been my longest multi-part blog to date. This is the seventh and concluding post of the series and for those that have been following along I hope there has been something of value for you in my comments. Among my surprises have been that there was so much value still left in the Dow given it's reaching new highs almost daily; I was surprised Disney was among the stocks that made the cut, and I was surprised at how few comments I received. You might notice that all six stocks that made the cut were from the top half of the Dow 30, perhaps I became tougher as I went along, but that's how it worked out. If you want to read the previous posts the following links will get you there: Part 1, Part 2, Part 3, Part 4, Part 5, or Part 6. So here we go, whittling the six down to three. Here are the stars:
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Home Depot (NYSE:
HD): Retail and wholesale hardware and construction materials
Continue reading Serious Money: Whittling away at the Dow - best values : Part 7
Posted May 31st 2007 1:57PM by Sheldon Liber (RSS feed)
Filed under: General Electric (GE), Exxon Mobil (XOM), Columns, Walt Disney (DIS), duPont(E.I.)deNemours (DD), Dow Chemical (DOW), ETF Investing, Bargain stocks, Serious Money, Oil, DJIA
Onward with my review of the Dow Jones Industrials. Ten stocks have been reviewed so far with three worth further consideration as potential value plays: Alcoa Aluminum (NYSE: AA), American International Group (NYSE: AIG) and Caterpillar Inc. (NYSE: CAT). You can link to Part 1 of this series or Part 2 if you want to catch up. Comments are always welcome.
Disney (Walt) Company (NYSE: DIS) on first glance looks like it may have some value hidden away. The raw numbers do not scream out at me but they cannot be ignored either. At a minimum this stock seems to be slightly under valued, given its strong brand and depth of content in a business where content is king, it has locked up many franchises. This includes the Pirates of the Caribbean: At the World's End now in theaters. It has an average P/E, a below average debt ratio, a modest dividend yield to go along with very low P/S 2.18 and P/B 2.36 ratios. Disney is worth consideration as a value stock.
DuPont EI De Nemours (NYSE: DD) is another mixed bag, although mostly favorable from a value standpoint. You have to like the below average P/E of 14.92, P/S of 1.77 and the generous dividend yield of 2.84%. On the other hand, it has a P/B of almost 5, which is higher than I would usually consider for a value play and the same is true for the P/CF of almost 12.29, which is a little bit pricey to me. It does report strong profit margins of 11.48% and a great ROE of 34.41. In comparing it to one of my stock picks Dow Chemical (NYSE: DOW) for 2007, which has a P/S and P/B of half of DuPont and a higher yield of 3.67% I think I will pass this one up.
Continue reading Serious Money: Whittling away at the Dow -- DIS, DD, XOM, & GE: Part 3
Posted Feb 7th 2007 5:35PM by Sheldon Liber (RSS feed)
Filed under: International markets, Consumer experience, Rants and raves, Exxon Mobil (XOM), Columns, Chevron Corp (CVX), ConocoPhillips (COP), BP p.l.c. ADS (BP)
ExxonMobil Corporation (NYSE:XOM) made headlines reporting an annual profit of $39.5 billion. So what?!
So what if a company capitalized at $440 billion earns less than 10% profit. Suppose you bought the entire company "lock, stock and barrel"; wouldn't you expect to make far greater than that? You would be taking on a massive amount of responsibility and risk! Currency risk, political risk (you go deal with Putin in Russia and Chavez in Venezuela, or worse in Iraq or Iran or Africa), workman's comp for oil derricks in the Gulf Coast and elsewhere, environmental risk, government regulation -- the list is endless.
When I invest, my anticipation is at least a 10% return. Who in the entire investment world would do this, unless of course you were buying bonds paying 5% to 7% without any work. The 70-year stock market average is about 10%.
There is nothing wrong with Exxon Mobil's profit, given its size. It would be sad if they could not make 10%, and consider that they only made this with very high oil prices! If the profits were so high and prospects so good, why isn't there a run on the stock?
Continue reading $39.5 billion ExxonMobil profits: no big deal