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CVXWMBSubstantive discussion · 3/5Save idea

Wait for lower entry points on oil majors

Investors should avoid chasing oil producer stocks after recent double-digit gains and instead wait for lower entry points to buy high-quality names.

The argument

The guest explained that he recently took profits on his major oil positions, including Chevron and Williams. While he views them as great companies, he argued that it is better to wait for a market pullback before rebuilding positions.

The thesis, stress-tested
✓ What validates it
  • Chevron stock trading down to historically attractive valuation multiples
  • A cooling of geopolitical risk in the Middle East leading to lower crude prices
▸ Risks discussed
  • A scarcity of high-quality stock alternatives may keep prices elevated
  • Geopolitical tensions in the Persian Gulf could push oil prices higher, preventing a pullback
Hear it yourself
"I liquidated, big positions in Chevron and, Williams, the pipeline company. Those were both great plays. I'm using those proceeds to close on a house. If you think of it, those were doubles for me."
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CVX: Wait for lower entry points on oil majors · Zortix