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  • Exxon Mobil Currently 17.6% Undervalued Based On Dividend Discount Model [View article]
    Guess you will have a problem with your last sentence now that XOM and Rosneft have announced they have discovered oil at the Kara Sea drilling site.
    Sep 27 10:25 AM | Likes Like |Link to Comment
  • Exxon makes first Vaca Muerta shale discovery [View news story]
    Heard a very senior XOM manager say they pulled out of Argentina due to the unstable government environment. Even moved a business support center to Brazil a few years ago.
    Notice this is an indigenous XOM subsidiary, not the parent.

    Sadly, Argentina has been plagued for 60 years with poor governments, narcissistic leaders and a self-destructive out-sized ego.
    May 21 08:02 PM | Likes Like |Link to Comment
  • Exxon Mobil: Chevron And ConocoPhillips Are Better Picks [View article]
    Phenom 1, Thanks for the reasoned analysis. I thought the entire article was poorly reasoned and the modeling flawed.
    Long XOM.
    May 13 11:02 PM | 1 Like Like |Link to Comment
  • Exxon Mobil Needs A Big Dividend Hike This Year [View article]
    A Question: What is the reason for your continuing negativity on XOM? It seems as though you have a chip on your shoulder for the company. Are you a disgruntled former employee? Just don't like some of their policies? Got burned on the stock at one time?
    It seems you take delight in stirring the pot on XOM and then watching the comments roll in disputing your assessment about 70-30 for XOM.
    Just wondering what motivates your periodic "dump on XOM" posts.
    Mar 8 10:39 AM | Likes Like |Link to Comment
  • Exxon Mobil Needs A Big Dividend Hike This Year [View article]
    A question: Why are you so obsessed with XOM from a negative viewpoint? Did you work for them in the past and you left with a chip on your shoulder? Or did you invest at the wrong time and took a bath in the short-term?
    I would like to know the reason as every one of your articles on XOM is from a negative viewpoint and always generates the usual 60-40 or 70-30 response rate in favor of XOM's approach.
    Or do you construct your articles to occasionally just "stir the pot"?
    Mar 8 09:21 AM | 1 Like Like |Link to Comment
  • Falling gasoline prices hurts big oil's plea for U.S. crude exports [View news story]
    G H,

    How much do you think our oil companies are "taxpayer-subsidized"? I believe the oil companies pay hundreds of millions in tax to the various levels of US governments. Not including the taxes all the people working for US oil companies pay in their taxes.

    Do you not understand that if we do not produce these products you cannot drive, probably won't be able to heat your home or cook, won't benefit from anything plastic you use, won't benefit from affordable food produced and transported with oil company products. I want to do all of these things. If you do not then please take yourself off grid, move to the wilderness, burn wood and pollute the atmosphere. That will leave more product for "us" to enjoy and profit from.
    Jan 28 06:22 PM | 6 Likes Like |Link to Comment
  • It's Time To Exit Exxon And Chevron Stock [View article]
    I don't think so. XOM has many long-term projects coming on-line and a reduction in capital spending from the previous year. That spells more income available for possible dividend increases, on top of what XOM usually provides.
    Instability in the mid-east oil producing areas, Nigeria, Venezuela, increasing demand from the PRC and India, and a move to export LNG from the US all favor XOM and other US oil companies.
    Long XOM and staying there. Sell?? No way!!
    Jan 6 09:09 AM | 15 Likes Like |Link to Comment
  • BP, The Comeback Kid [View article]
    It was not only the Macondo disaster, it was also the pipeline oil spill in Alaska as BP cut back on cleaning and maintenance and the explosion at the Texas refinery, killing 14, that established the facts that BP (Beyond Petroleum?) was a company riddled with safety and maintenance problems caused by their own policies.
    Added to that was the lack of internal senior standards and governance in the problems with the personal mis-couduct and scandal involving the former CEO, Sir John Browne.
    I'd much rather put my investment into companies without the policy "issues" of BP.
    After all, XOM walked away from an unstable well, similar to Macondo, rather than take the risk proceeding into a possible disaster. It is a company's state-of-mind from which smart policies are derived.
    Dec 23 11:47 AM | 1 Like Like |Link to Comment
  • Exxon upgraded to Buy at Goldman on production growth turnaround [View news story]
    Doesn't matter with many Seeking Alpha contributors saying XOM is stuck, not going anywhere, etc.
    Guess you can write a nice contribution and still be wrong in your analysis.
    Very long XOM, including MOB valued at $7/share.
    Dec 16 04:24 PM | Likes Like |Link to Comment
  • Don't Follow Warren Buffett's Lead On Exxon Mobil [View article]
    What now with XOM following Goldman Sachs outlook and upgrade to Buy today? Looks like Warren called it correct.
    Dec 16 04:21 PM | Likes Like |Link to Comment
  • Why Did Buffett Reduce ConocoPhillips Stake And Add Exxon Mobil? [View article]
    Mike, I wonder what your background is with XOM. You seem to continually "bash" the management, especially Rex Tillerson. Do you have a personal history of employment with XOM? Does this influence your usual negative comments?
    Nov 15 11:33 AM | Likes Like |Link to Comment
  • Chevron And Exxon: Is Big Oil Declining? [View article]
    Seeing as how petroleum products will be key for the next 30-40 years, at least, and the scale of exploration and product production will require huge amounts of capital, then XOM is a player. State-owned oil companies will provide the bulk of products in the future, albeit at an inefficient, politics-driven pace. This leaves the big oil players as the main catalysts for a new energy age.

    Not flashy, fast growers, but strong solid, well-grounded research, exploration, product producing companies. I do not pay any attention to Cramer, and his theatrics, but I do pay attention to well-run, conservative, safety-conscious (not BP) US-based big oil.

    My only concern is the current US regime's "war" on affordable energy. They will hurt investors, the economy and the country unless a well-rounded, diverse energy policy is thought out to provide our future with abundant, cost-effective resources.
    Nov 4 11:54 AM | 7 Likes Like |Link to Comment
  • Exxon Mobil's Hidden Source Of Value [View article]
    XOM may still have operations in tough geopolitical areas but they also recognize areas that are no longer profitable to be in, and leave. Hence the decision to leave Japan, a no-growth market for petroleum products, and Argentina, a poster child for government chaos with respect to foreign businesses.
    Oct 28 03:31 PM | 1 Like Like |Link to Comment
  • Report: Top 50 polluters emit 75% of greenhouse gases [View news story]
    I would like to know who deemed this POS article worthy of publishing under the Seeking Alpha website?
    There are evidently no standards of what is and is not published.
    The same applies to some of the so-called "analysts" who publish their own opinions as "analysis'.
    Articles of this sort severely bring the value of continuing to reed this website into question.
    Sep 13 08:03 AM | 7 Likes Like |Link to Comment
  • Report: Top 50 polluters emit 75% of greenhouse gases [View news story]
    This report comes from a London-based organization that is promoting "...disclose their impacts on the environment and natural resources and take action to reduce them".
    Not an unbiased source. Their methodology relies on self-reporting statistics that do not cover all companies in any of the sectors. This is just an amalgam of what some people report, wrapped in the "non-profit" cover of an advocacy group. The CEO is a business and finance graduate with no discernible background on climate sciences. Seems to be the usual Brit Met Office "believer". Of course the Met Office has now been proven wrong on so many of their climate 'horror' predictions that they are no longer to be believed.
    The entire report should be taken with a grain of salt or ignored. Usual climate change rubbish!
    Sep 12 11:18 PM | 6 Likes Like |Link to Comment