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Royal Dutch shell

But Shell's fundamentals are improving. And with a stable 7% dividend yield that is triple Exxon's, Shell is paying its investors handsomely to wait for that turnaround.

During the first quarter, Shell funded its dividend almost entirely using debt, which raised concerns. Even if the net debt-to-capitalization of 7% spikes to over 20% by year end, it would still be in line with the industry average of 20%-30%.