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Total SA (NYSE:TOT), an integrated oil and gas company, has operations in over 130 countries and engages in all aspects of the petroleum industry. It operates in three segments: Upstream operations, downstream operations and chemicals. It also has interests in the coal mining and power generation sectors.

Reasons to be bullish on Total SA:

  • Year over year growth rates of 7.7% and 73% for 2012 and 2013 respectively
  • A great long-term debt to equity ratio of 0.33
  • A 5 year dividend growth rate of 5.14%
  • A good yield of 5.5%
  • A beta of 1.59 makes it a good candidate for covered writes and for selling naked puts if one is bullish on the stock
  • A decent quarterly revenue growth rate of 12.4%
  • A strong levered free cash flow $2.46 billion
  • Net income has increased from $12.03 billion in 2009 to $17.523 billion in 2011
  • Cash flow jumped from $9.53 in 2009 to $11.51 in 2011
  • Annual EPS before NRI increased from $4.85 in 2009 to $6.82 in 2011
  • A low payout ratio of 47%
  • A good 5 year ROE average of 23.71%
  • A very strong interest coverage ratio of 36.8
  • A decent free cash flow yield of 4%
  • EBITDA increased from $33 billion in 2009 to $50 billion in 2011
  • Cash flow from operations increased by 10.9% to $27.1 billion at the end of 2011 Vs 24.5 billion in 2010
  • $100K invested for 10 years would have grown to $191K; if the dividends were reinvested the rate of return would be much higher

Company: Total SA

Levered Free Cash Flow = 2.46B

Growth

  1. Net Income ($mil) 12/2011 = 17523
  2. Net Income ($mil) 12/2010 = 14351
  3. Net Income ($mil) 12/2009 = 12034
  1. EBITDA ($mil) 12/2011 = 50134
  2. EBITDA ($mil) 12/2010 = 40482
  3. EBITDA ($mil) 12/2009 = 33494
  4. Cash Flow ($/share) 12/2011 = 11.51
  5. Cash Flow ($/share) 12/2010 = 11.13
  6. Cash Flow ($/share) 12/2009 = 9.3
  1. Sales ($mil) 12/2011 = 245420
  2. Sales ($mil) 12/2010 = 217573
  3. Sales ($mil) 12/2009 = 183201
  1. Anl EPS before NRI 12/2009 = 4.85
  2. Anl EPS before NRI 12/2010 = 6.26
  3. Anl EPS before NRI 12/2011 = 6.72

Dividend history

  1. Dividend Yield = 5.5
  2. Dividend Yield 5 Yr Average = 4.8
  3. Dividend 5yr Growth 12/2011 = 5.14%

Dividend sustainability

  1. Payout Ratio 09/2011 = 0.47
  2. Payout Ratio 06/2011 = 0.39
  3. Payout Ratio 5 Yr Average 12/2011 = 0.43
  4. Change in Payout Ratio = -0.06

Performance

1. 5 Yr Historical EPS Growth 12/2011 = -5.66

2. ROE 5 Yr Average 12/2011 = 23.71

3. Return on Investment 12/2011 = 13.24

4. Debt/Tot Cap 5 Yr Average 12/2011 = 26.15

5. Current Ratio 12/2011 = 1.36

6. Current Ratio 09/2011 = 1.4

7. Current Ratio 06/2011 = 1.25

8. Current Ratio 5 Yr Average = 1.39

9. Quick Ratio = 0.98

10. Cash Ratio = 0.55

11. Interest Coverage 12/2011 = 36.83

Valuation

  1. Price/ Book = 1.23
  2. Price/ Cash Flow = 4.00
  3. Price/ Sales = 0.50

Other interesting companies

For investors who are looking for additional ideas, we have provided detailed data on four additional companies. An explanation on the many key ratios covered in this article can be found here - 3 Dividend And 2 Growth Plays To Consider.

Company: Range Resources (NYSE:RRC)

Basic Key ratios

Percentage Held by Insiders = 1.8

Growth

  1. Net Income ($mil) 12/2011 = 58
  2. Net Income ($mil) 12/2010 = -239
  3. Net Income ($mil) 12/2009 = -54
  1. EBITDA ($mil) 12/2011 = 609
  2. EBITDA ($mil) 12/2010 = 522
  3. EBITDA ($mil) 12/2009 = 437
  4. Cash Flow ($/share) 12/2011 = 2.85
  5. Cash Flow ($/share) 12/2010 = 2.18
  6. Cash Flow ($/share) 12/2009 = 2.8
  1. Sales ($mil) 12/2011 = 1219
  2. Sales ($mil) 12/2010 = 910
  3. Sales ($mil) 12/2009 = 907
  4. Annual EPS before NRI 12/2009 = 1.04
  5. Annual EPS before NRI 12/2010 = 0.36
  6. Annual EPS before NRI 12/2011 = 0.34

Dividend history

  1. Dividend Yield = 0.3
  2. Dividend Yield 5 Year Average 12/2011 = 0.33
  3. Dividend 5 year Growth 12/2011 = 3.16

Dividend sustainability

  1. Payout Ratio 09/2011 = 0.18
  2. Payout Ratio 5 Year Average 12/2011 = 0.17
  3. Change in Payout Ratio = 0

Performance

  1. Percentage Change Price 52 Weeks Relative to S&P 500 = 17.03
  2. Next 3-5 Year Estimate EPS Growth rate = 35.76
  3. EPS Growth Quarterly(1)/Q(-3) = 131.82
  4. 5 Year History EPS Growth 12/2011 = -21.35
  5. ROE 5 Year Average 12/2011 = 8.96
  6. Return on Investment 12/2011 = 3.35
  7. Current Ratio 12/2011 = 0.84
  8. Current Ratio 5 Year Average = 1.09
  9. Quick Ratio = 0.59
  10. Cash Ratio = 0.34
  11. Interest Coverage Quarterly = 0.93

Company: Anadarko Petrol (NYSE:APC)

Basic Key ratios

Percentage Held by Insiders = 0.19

Growth

  1. Net Income ($mil) 12/2011 = -2649
  2. Net Income ($mil) 12/2010 = 761
  3. Net Income ($mil) 12/2009 = -135
  1. EBITDA ($mil) 12/2011 = 1245
  2. EBITDA ($mil) 12/2010 = 6210
  3. EBITDA ($mil) 12/2009 = 4126
  4. Cash Flow ($/share) 12/2011 = 11.07
  5. Cash Flow ($/share) 12/2010 = 9.32
  6. Cash Flow ($/share) 12/2009 = 6.25
  1. Sales ($mil) 12/2011 = 13967
  2. Sales ($mil) 12/2010 = 10984
  3. Sales ($mil) 12/2009 = 9000
  1. Annual EPS before NRI 12/2009 = -0.96
  2. Annual EPS before NRI 12/2010 = 1.81
  3. Annual EPS before NRI 12/2011 = 3.38

Dividend history

  1. Dividend Yield = 0.49
  2. Dividend Yield 5 Year Average 12/2011 = 0.63
  3. Dividend 5 year Growth 12/2011 = 0

Dividend sustainability

  1. Payout Ratio 06/2011 = 0.11
  2. Payout Ratio 5 Year Average 12/2011 = 0.2
  3. Change in Payout Ratio = -0.1

Performance

  1. Percentage Change Price 52 Weeks Relative to S&P 500 = -7.94
  2. Next 3-5 Year Estimate EPS Growth rate = 27.15
  3. EPS Growth Quarterly(1)/Q(-3) = -126.03
  4. ROE 5 Year Average 12/2011 = 6.93
  5. Return on Investment 06/2011 = 4.94
  6. Current Ratio 06/2011 = 1.42
  7. Current Ratio 5 Year Average = 1.25
  8. Quick Ratio = 1.42
  9. Cash Ratio = 0.75

Company: Energy Transfer Partners (NYSE:ETP)

Basic Key ratios

Percentage Held by Insiders = 3

Growth

  1. Net Income ($mil) 12/2011 = 669
  2. Net Income ($mil) 12/2010 = 617
  3. Net Income ($mil) 12/2009 = 792
  1. EBITDA ($mil) 12/2011 = 1631
  2. EBITDA ($mil) 12/2010 = 1398
  3. EBITDA ($mil) 12/2009 = 1520
  4. Cash Flow ($/share) 12/2011 = 5.67
  5. Cash Flow ($/share) 12/2010 = 5.34
  6. Cash Flow ($/share) 12/2009 = 6.32
  1. Sales ($mil) 12/2011 = 6850
  2. Sales ($mil) 12/2010 = 5885
  3. Sales ($mil) 12/2009 = 5417
  1. Annual EPS before NRI 12/2007 = 3.31
  2. Annual EPS before NRI 12/2008 = 4.09
  3. Annual EPS before NRI 12/2009 = 2.51
  4. Annual EPS before NRI 12/2010 = 1.47
  5. Annual EPS before NRI 12/2011 = 1.48

Dividend history

  1. Dividend Yield = 7.5
  2. Dividend Yield 5 Year Average 12/2011 = 7.65
  3. Dividend 5 year Growth = 7

Dividend sustainability

  1. Payout Ratio 06/2011 = 2.31
  2. Payout Ratio 5 Year Average 12/2011 = 1.59
  3. Change in Payout Ratio = 0.72

Performance

  1. Percentage Change Price 52 Weeks Relative to S&P 500 = -7.85
  2. Next 3-5 Year Estimate EPS Growth rate = 14.46
  3. EPS Growth Quarterly(1)/Q(-3) = 130.99
  4. ROE 5 Year Average 12/2011 = 18.6
  5. Return on Investment 06/2011 = 5.6
  6. Current Ratio 06/2011 = 0.81
  7. Current Ratio 5 Year Average = 1.16
  8. Quick Ratio = 0.61
  9. Cash Ratio = 0.19
  10. Interest Coverage Quarterly = 2.50

Company: Williams Cos (NYSE:WMB)

Basic Key ratios

  1. Percentage Held by Insiders = 0.63
  2. Number of Institutional Sellers 12 Weeks = 6

Growth

  1. Net Income ($mil) 12/2011 = 376
  2. Net Income ($mil) 12/2010 = -1097
  3. Net Income ($mil) 12/2009 = 285
  1. EBITDA ($mil) 12/2011 = 3441
  2. EBITDA ($mil) 12/2010 = 2532
  3. EBITDA ($mil) 12/2009 = 2657
  4. Cash Flow ($/share) 12/2011 = 4.07
  5. Cash Flow ($/share) 12/2010 = 3.96
  6. Cash Flow ($/share) 12/2009 = 3.54
  1. Sales ($mil) 12/2011 = 7930
  2. Sales ($mil) 12/2010 = 6638
  3. Sales ($mil) 12/2009 = 5278
  1. Annual EPS before NRI 12/2007 = 1.75
  2. Annual EPS before NRI 12/2008 = 2.15
  3. Annual EPS before NRI 12/2009 = 0.94
  4. Annual EPS before NRI 12/2010 = 1.28
  5. Annual EPS before NRI 12/2011 = 1.23

Dividend history

  1. Dividend Yield = 3.10
  2. Dividend Yield 5 Year Average 12/2011 = 2.16
  3. Dividend 5 year Growth 12/2011 = 18.75

Dividend sustainability

  1. Payout Ratio 09/2011 = 0.67
  2. Payout Ratio 5 Year Average 12/2011 = 0.38

Performance

  1. Percentage Change Price 52 Weeks Relative to S&P 500 = 1.8
  2. EPS Growth Quarterly(1)/Q(-3) = -108.33
  3. 5 Year History EPS Growth 12/2011 = -5.58
  4. ROE 5 Year Average 12/2011 = 11.51
  5. Return on Investment 12/2011 = 5.77
  6. Debt/Total Cap 5 Year Average 12/2011 = 51.75
  1. Current Ratio 06/2011 = 1.13
  2. Current Ratio 5 Year Average = 1.31
  3. Quick Ratio = 1.03
  4. Cash Ratio = 0.65
  5. Interest Coverage Quarterly = 4.26

Conclusion

The markets are finally correcting as projected and traders should expect the second quarter to be volatile. Investors can use strong pullbacks to deploy money into long term positions. An excellent way to do this would be to sell naked puts at strikes you would not mind owning the stock at. If the stock trades below the strike price, you will be assigned the shares otherwise you walk away with the premium.

Disclaimer

This list of stocks is meant to serve as a starting point. Please do not treat this as a buying list. It is imperative that you do your due diligence and then determine if any of the above plays meet with your risk tolerance levels. The Latin maxim caveat emptor applies - let the buyer beware.

Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.

Additional disclosure: EPS and EPS surprise charts obtained from zacks.com. A major portion of the historical data used in this article was obtained from zacks.com.