$58 Billion in Free Cash - Exxon ($XOM) - Stock Price to Maximize Your Investment
ฝัง
- เผยแพร่เมื่อ 31 ม.ค. 2024
- This is a deep dive into the True Free Cash Flow of Exxon. I review 10 years of Revenue, EBITDA, Debt, Market Cap, Enterprise Value, Free Cash Flow CAPEX, Share Count and Investment IRR at different prices. Don't miss this epic video. $CVS $XOM
"Long ago, Ben Graham taught me that 'Price is what you pay; value is what you get.' Whether we're talking about socks or stocks, I like buying quality merchandise when it is marked down." - Warren Buffett
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All opinions expressed by Cameron Stewart at Rational Investing with Cameron Stewart, CFA or on Cashflowinvestingpro.com are solely Mr. Stewart's opinions. You should not treat any opinion expressed by Mr. Stewart as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of his opinion. Mr. Stewart's statements and opinions are subject to change without notice. Past performance is not indicative of future results. Mr. Stewart does not guarantees any specific outcome or profit. You should be aware of the real risk of loss in following any strategy or investment discussed on this show. Strategies or investments discussed may fluctuate in price or value. Investors may get back less than invested. Investments or strategies mentioned on this show may not be suitable for you. This material does not take into account your particular investment objectives, financial situation or needs and is not intended as recommendations appropriate for you. You must make an independent decision regarding investments or strategies mentioned on this show. Before acting on information on this show, you should consider whether it is suitable for your particular circumstances and strongly consider seeking advice from your own financial or investment adviser.
#stockmarket #stockanalysis #stockmarket2023 #stockmarketcrash #rationalivesting #investingforbeginners #recession2023 #stockmarketforbeginners #stocks #dividendstocks
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Thanks Cameron - good to see you back brother 🙌
Likely the most underrated finance channel on all of TH-cam. Fantastic work man - absolutely love your deep dives
Brother you’re the best out there. It’s such a low key channel but it goes so hard
appreciate you
hit that subscribe button ;)
Exx
The man the myth is baaaack! Thank you Cam!
hahahah. Thanks.
glad to see you back
Thanks bro. Been lookin out for the videos. I bought CVX at the low this year and unfortunately have to buy a new car now so i missed a buy on XOM. Hope i can go back to buying after the buying a car. Dont worry i wont use debt for it. Good to see ya back!
This channel is absolutely brilliant. No emotions and protects us as investors with a conservative outlook and clear understanding of the numbers to help guide us as best as possible. Thanks Cameron!
Much appreciated! Thanks for the comment. Don't forget to hit the subscribe button. ;)
@@CstewartCFA Been subscribed for about a year now but I have literally watched all your videos.😂 Thanks for doing the video on Geo Inc. I got in because you made great points about this C Corp and as a long term investor this suited my portfolio perfectly. Got in at $7.17 and not getting out anytime soon! Thanks!
What i really don t like is the buybacks and dividends policy, which works exactly the opposite as it should. They should stop buybacks when stock is at the top of the cycle and instead pay dividends, and stop dividends when stock is at the bottom to do buyback. Congrats for your video, as always well done
The comparison of forecast on futures price to throwing darts was spot on!
Appreciated your research and channel. You gained one more subscriber!!!
Good to see you back, Cameron. Missed your videos a lot
Great quick introduction to the industry and valuation. Well worth the subscription. Thanks!
Welcome aboard!
Stupendously presented. Well done and quite convincing. Thank you.
Thank you 🙏
Brilliant! Thank you
Great information thanks
thanks for the video
Great video. Amazing breakdown. So easy to learn from. One thing it's missing is the dynamic in market with demand forecasted to outstrip supply due to capex cuts over last decade thx to regulations. But of course that is debateable.
Thank you, welcome back :)
Thanks. Consider subscribing if you like the content
Love your analysis 🙏
Appreciate you
Hey Cameron, you're the man! I am here to write that some of your deep dives such as T and BAT have been spot on, and i have been doubling down and seeing returns of 6% on them. Any chance you could do NYCB? The recent media buzz around it seemed very doom and gloom but i personally think its an over-reaction. Would be curious to see your take on this.
Thank you as always, but as it's cyclical, I think the best moment to buy it is at the low part of the cycle, that is like it was in 2019, 2020... Not now after doubling its price and at the top of the cycle... It will fall eventually when the next cycle begins. Very careful with cyclicals-from experience.
I currently have a $280k stock portfolio consisting of 33% S&P, 33% Total stock, and 33% international. I feel a need to focus on complete growth so I went 100% stocks, but does the SP500 and QQQ overlap too much to make sense holding both?
You might also follow a lots stocks across other industries. I'll advise you to work with a financial advisor who can assist you decide when is the best to buy and sell the shares or ETFs you want to acquire since you don't have to act on every forecast.
No doubt, having the right plan is invaluable, my portfolio is well-matched for every season of the market and recently hit 100% rise from early last year. I and my CFP are working on a 7 figure ballpark goal, tho this could take till Q3 this year.
that's a double up in two years! seeing a lot of news on the rally, investors will make tons of profit with the right picks. would you mind disclosing info of this person guiding you please? my problem is I do not trust my guts in today's mkt
Sure. She's known as Camille Anne Hector. One of the finest portfolio managers in the field. She's widely recognized; you should look her up online.
Found her, I wrote her a mail and scheduled a call, hopefully she responds, I plan to start 2024 on a woodnote financially.
Complimenti. Ottima analisi
Nice vid! Alibaba would be nice to see these days.
Yes. Need to do BABA
Thanks for your time and effort Cameron. I really learn from your channel and follow the way you analyse stocks.
I would also like to see Evolution AB deep dive if possible.
Nevertheless a GREAT channel! 👌
Thank you for the recommendation, got a few other stocks lined up. Please subscribe if you like
Wondering, as I watch this, which oil stocks will benefit most from a change in US domestic oil production policy.
I own $PBR instead. Great dividend payer at a much better value. Love your videos, so well done. Would love to see some reviews on previous covered companies. Recently bought $CVS and $PYPL.
Better value. Thoughts on geopolitical risks with it?
Well, better prices yes, but also it's a more uncertain/risky company. So that basically depends on your risk tolerance.
it's probably going to increase oil over time... Consider subscribing to the channel, it helps me out
Thanks for the comment, I own both of those as well. Consider subscribing to the channel, it helps me out.
What do you think of SPGI - would love a video like this on them
Thank you very much for the great analysis. Btw: Shell (SHEL) has the lowest cost per barrel from all the large oil companies according to an online statistic.
I'll probably move away from oil after that one but thanks for the recommendation. Consider subscribing if you like the content.
Thanks Cameron-could you do an analysis on Greenthumb or Trulieve.
Thanks, Cameron. Great video. Question: you mentioned you bought XOM at the pandemic lows, do you reinvest your dividends or are you waiting for the stock to drop below $100 to DRIP dividends? Also, would you mind doing a follow up to BTI? It’ll be nice to get your thought on the company’s decision to write down its investment in Reynolds. Thanks.
I've been saving cash, i still feel this market is expensive. waiting for another cheap opportunity to come my way. Hit the subscribe button if you can please. It helps me out.
Great channel.
Thanks please subscribe if you like
@@CstewartCFA I have been subscribed. I bought some westrock. I have a harder time selling stocks than buying. I guess if you see something better you sell?
I missed your videos
nice, i was wondering about the oil sector
Thanks. Please subscribe, it helps me out
Can you review Microsoft or Google ? Always enjoy listening to your analysis
Will do
I also bought at $40 per share😉
You left out the Pioneer deal and what that will do for share value.
True. So much to cover
Omg Standard Oil was so freaking huge, it's unbelievable.
ya, incredible fortune.
How about Petrobras?
Hi Cameron, could you please review Hasbro stock. Ticker HAS, huge toy company with lots of brands and been paying dividends for 40 + years. They are down quite a bit.
Been a long time stock holder of Exxon. I should have doubled down when it went to the $40 but I didn’t. My bad.
Ya that was a great time to buy. Please subscribe
EOG is another oil company that I’d love to see you look into
I'm moving on from oil companies but thanks for the recommendation. Consider subscribing to the channel, it helps me out.
Please do realty income!
lets do one on DVN!
Thanks for the recommendation, i'm moving on from the oil space. consider subscribing to the channel, it helps me out.
New York Community Bank
The community banks have issues
Awesome video. Could you review DOOO. I’m a big fan of the stock and looks like an amazing buy right now. Would love a review
Thanks for watching and the comment. I’ve got several stocks lined up already. Consider subscribing if you enjoy the content
@@CstewartCFA no worries. Could you put it on the list I think its definitely worth taking a look
98$ in 2032 really?
lol 58 billion
Huge
EBITDA aka bullshit earnings😂 But honestly to me EBITDA makes no sense! Especially with oil businesses i think its nonsense.
Cashflow is king. You are right
Let’s look at the last 10 years if you would have invested in XOM…April 2014 Xom $104 a share. April 2024 Xom $120. Averaging a whopping 1% a year gain. You’re better off giving your local kids lemonade stand money for investing. Stock is a turd. Unless you swing the highs and lows Do not hold Xom you’ll jump off a bridge in depression.
Jesus dude, shorten it up. Say all of this in 5 to 7 minutes.
Then I’m just another stock jock on TH-cam. Trying to add value over here :)
I appreciate that and I'm giving you a little friendly advice. People like TH-cam to get good information in less time. If you shorten up your presentations you will see that more people will watch them.@@CstewartCFA
📝 Summary of Key Points:
📌 Exxon Mobile is the second largest oil company in the world, with over $400 billion in revenue last fiscal year. It originated from Standard Oil in the 1800s.
🧐 Despite the rise of electric vehicles, the global demand for oil continues to grow. The video mentions the biggest oil producers in the world, such as the United States, Saudi Arabia, and Russia.
🚀 The video discusses how the price of oil affects Exxon Mobile's earnings and revenue. The company's earnings have grown at an average of 5% annually over the past decade.
🚀 Exxon Mobile's debt has doubled over the past decade, but it remains relatively low compared to its earnings. The importance of considering debt levels when evaluating a company is highlighted.
🚀 The video emphasizes the importance of looking at a company's free cash flow, which is the cash generated from operations minus capital expenditures.
🚀 An analysis of Exxon Mobile's free cash flow over the past decade suggests that the stock is currently fully priced and advises waiting for a better opportunity to buy.
🚀 Considering long-term trends and forecasts is crucial when valuing a stock.
🚀 The video concludes by offering courses and resources for further learning about investing and financial modeling.
💡 Additional Insights and Observations:
💬 "The global demand for oil continues to grow, despite the rise of electric vehicles."
📊 Exxon Mobile's earnings have grown at an average of 5% annually over the past decade.
🌐 References and Sources: The video does not mention any specific references or sources.
📣 Concluding Remarks:
Exxon Mobile, as the second largest oil company in the world, has seen consistent growth in earnings and revenue over the past decade. Despite the rise of electric vehicles, the global demand for oil continues to increase. However, the video suggests that the stock is currently fully priced and advises waiting for a better opportunity to buy. It emphasizes the importance of considering debt levels and free cash flow when evaluating a company. Additionally, long-term trends and forecasts should be taken into account when valuing a stock. For those interested in further learning about investing and financial modeling, the video offers courses and resources.
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conoco phillips is better sharholder value
Thanks for the recommendation. Consider subscribing to the channel it helps me out.