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Casey Hoerth  

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  • Believe In The Permian
    Wed, Jan. 21 OXY 11 Comments

    Summary

    • Permian has logistical challenges, but cost of production here is still very low.
    • In this oil price environment, the Permian is a very attractive place to invest.
    • Occidental Petroleum and Permian Basin Royalty Trust are two good places to start.
  • Occidental Petroleum Best Prepared For This Downturn
    Dec. 4, 2014 OXY 3 Comments

    Summary

    • Occidental is reorganizing itself and spinning off assets.
    • As a result, the company will be flush with cash at just the right time.
    • Expect some good acquisitions going forward.
  • Occidental Petroleum: A Neglected Dividend Play
    Oct. 29, 2014 OXY 15 Comments

    Summary

    • Spinoff of California Resources means a big buyback is coming.
    • Shares down significantly since last month.
    • Company is well-positioned with one of the strongest balance sheets in the industry.
  • Occidental: Worth More Than The Sum Of Its Parts
    Aug. 26, 2014 OXY 12 Comments

    Summary

    • Occidental will soon split off its California assets and is looking to sell a number of others.
    • Buybacks will be very significant.
    • Pro forma Occidental will have considerably less geographical diversification.
  • Monterey Shale: Occidental Takes Its Shot
    Aug. 6, 2013 OXY 17 Comments
  • Occidental Petroleum Now A Dividend Achiever
    Feb. 19, 2013 OXY 14 Comments
  • Occidental Petroleum: Dividend Growth At A Reasonable Price
    Dec. 7, 2012 OXY 10 Comments
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