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70 - Oil Majors Clearance Sale 2020

The DIY Investing Podcast

Release Date: 04/05/2020

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The DIY Investing Podcast

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More Episodes

Mental Models discussed in this podcast:

  • Dividend Aristocrats
  • Dividend Growth Investing
  • Discount Rates

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If you enjoyed this podcast and found it helpful, please consider leaving me a rating and review. Your feedback helps me to improve the podcast and grow the show's audience. 

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Twitter Handle: @TreyHenninger

YouTube Channel: DIY Investing

Support the Podcast on Patreon

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You can find out more information by listening to episode 11 of this podcast.

Show Outline

The full show notes for this episode are available at https://www.diyinvesting.org/Episode70

Current Clearance Sale on Oil Major Stocks

  • As of recording on March 20th, the oil majors trade with the following dividend yields:
    • ExxonMobil $33 per share, $3.48 dividend, 10.5% yield
    • Chevron $58 per share, $5.16 dividend, 8.9% yield
    • Royal Dutch Shell $24 per share, $3.76 dividend, 15.6% yield
    • BP $18 per share, $2.52 dividend, 14% yield
    • TOTAL $27 per share, $2.93 dividend, 10.8% yield

Summary:

During stock market crashes correlations tend to go to 1 and many stocks trade together, both the good and the bad. Market dislocations like this, therefore, offer many opportunities to buy individual stocks at great prices. Today offers that opportunity in the oil supermajors. You have the ability to buy companies at double-digit dividend yields that have raised their dividend every year for over 30 years. This is a once in a 50-year occurrence in the oil industry.

Other References: