Warren Buffett is loading up on this oil and gas dividend stock. Here's why you should, too. Occidental Petroleum (OXY 0.54%) stock has gained immense popularity among energy investors within a couple of years or so, and much of the credit goes to Warren Buffett. The legendary investor has been a consistent buyer of the oil and gas stock and now owns a significant stake in it through his company, Berkshire Hathaway. As of June 30, Berkshire owned a 28.8% stake in Occidental Petroleum. With reinvested divide ...

文章核心观点 - 伯克希尔-哈撒韦公司近几个季度大幅增持了美国石油公司(Occidental Petroleum)的股票 [1][2][3] - Occidental Petroleum公司通过出售资产和以股票支付伯克希尔-哈撒韦公司的优先股股息,成功降低了债务负担 [3][4][5] - Occidental Petroleum公司的碳捕集利用和封存(CCUS)技术是其长期发展的潜在催化剂 [7][8] 公司概况 - Occidental Petroleum公司在2019年以570亿美元收购了Anadarko Petroleum公司,成为历史上最大的一宗油气并购交易 [2] - 为了支持这笔交易,伯克希尔-哈撒韦公司向Occidental Petroleum公司提供了100亿美元的融资,并获得了可购买8386万股普通股的认股权证 [2] - 2020年新冠疫情期间,Occidental Petroleum公司通过出售资产和以股票支付伯克希尔-哈撒韦公司的优先股股息,成功渡过了油价暴跌的困境 [3] - 2022年俄罗斯入侵乌克兰导致油价飙升,Occidental Petroleum公司获得了237亿美元的自由现金流,用于偿还债务和回购股票 [3][4] 行业概况 - 近期能源股面临通胀和经济放缓的压力,原油价格从每桶90美元下跌至70美元,拖累了整个油气生产行业 [6] - 尽管如此,伯克希尔-哈撒韦公司仍在大幅增持Occidental Petroleum公司的股票,看好其长期发展前景 [6][7]

Buffett really likes this stock. Value investors should, too. Warren Buffett was mentored by Benjamin Graham, the father of value investing. It's no surprise, therefore, that Buffett has scrutinized the valuations of every stock he's bought throughout his long and successful career. Can value investors today get solid investment ideas from the stocks Buffett buys? I think so. The legendary investor bought seven stocks in the second quarter of 2024. Here's the best of the bunch for value investors. Buffett's ...

Occidental Petroleum (OXY) closed at $52.06 in the latest trading session, marking a +1.5% move from the prior day. The stock outperformed the S&P 500, which registered a daily gain of 0.03%. On the other hand, the Dow registered a loss of 0.04%, and the technology-centric Nasdaq increased by 0.2%. Shares of the oil and gas exploration and production company have depreciated by 10.63% over the course of the past month, underperforming the Oils-Energy sector's loss of 3.35% and the S&P 500's gain of 1.54%. T ...

This is one stock Buffett simply cannot stop buying. Berkshire Hathaway (BRK.A 0.89%) (BRK.B 0.93%) has been accumulating a position in Occidental Petroleum (OXY 0.47%) for some time and now owns more than 27% of the oil company. In this video, I sit down with energy sector expert Tyler Crowe to take a closer look at whether Occidental could be a smart buy while it's trading at a 52-week low. *Stock prices used were the morning prices of Sept. 12, 2024. The video was published on Sept. 13, 2024. ...

Occidental Petroleum aims to build out a leading carbon capture and sequestration business. Occidental Petroleum (OXY 0.12%) has long been a leader in using carbon dioxide in its oil business. It injects the greenhouse gas into underground oil reservoirs in the Permian Basin to boost the production of those legacy fields through a technique known as enhanced oil recovery (EOR). The oil company is now leveraging that expertise to become an early leader in carbon capture and sequestration (CCS). The oil compa ...

One of the Oracle of Omaha's favorite stocks to buy is Berkshire Hathaway's new leading provider of dividend income. If you've ever wondered why professional and everyday investors pay such close attention to what stocks Berkshire Hathaway (BRK.A -0.54%) (BRK.B -0.72%) CEO Warren Buffett is buying and selling, look no further than his track record. Since taking over as CEO in the mid-1960s, he's presided over an aggregate return in his company's Class A shares of almost 5,470,000%, as of the closing bell on ...

文章核心观点 - 奥克西登石油公司(OXY)股价在第三季度大幅下跌,跌破了2022年中期以来的关键支撑位$55 [1] - 公司的买入动力大幅减弱,与原油期货(CL1:COM)和能源板块(XLE)的整体下跌趋势一致 [1] - 巴菲特旗下伯克希尔-哈撒韦(BRK.A/BRK.B)暂停了对OXY的额外购买,这可能降低了市场对OXY的看好情绪 [1] 公司经营情况 - 公司预计在2026财年期间将保持相对强劲的自由现金流利润率,尽管资本支出有所增加 [2] - 公司在金融盆地拥有领先地位,具有较低的盈亏平衡点,有利于维持竞争优势 [2] - 收购CrownRock资产组合有望提升公司的运营效率 [2] - 公司正在进行战略性资产剥离,并致力于降低债务,取得了一定进展 [2] 市场评价 - 公司估值指标有所改善,但仍处于溢价水平,买入动力有所减弱 [3] - 市场可能过度担心公司在执行方面的风险,如CrownRock资产整合进度和资产剥离计划的执行 [3] - 公司的低盈亏平衡点和预期产量增加应该有助于抵御油价波动,但仍需进一步观察 [4]

文章核心观点 - 尽管近期股价下跌20%,但Occidental Petroleum(OXY)的技术指标显示短期内可能进一步下行[1][2] - 但从长期来看,OXY的基本面依然很强,为投资者提供了很好的价值机会[1] - 公司在第二季度创下了4年来的最高产量,并通过成本优化措施大幅提升了盈利能力[5][6] - 公司通过收购CrownRock资产和持续的资产剥离计划,进一步优化了资产组合,增强了在关键区域的规模优势[5][6] - 尽管公司在偿还债务方面取得了重大进展,但高额债务负担仍然是一大隐忧,限制了公司的投资能力[8][9] 文章分组总结 公司经营情况 - 第二季度创下4年来最高产量,超出了公司的产量指引[5] - 通过提高作业效率和成本优化措施,大幅降低了单桶营业成本[5] - 收购CrownRock资产,增强了在关键区域的规模优势[5] 财务状况 - 通过资产剥离和经营现金流,大幅偿还了债务,改善了财务状况[5][10] - 但高额债务负担仍然是一大隐忧,限制了公司的投资能力[8][9] 行业展望 - 公司在关键区域的产量和成本控制能力较强,有望持续创造价值[5][6] - 但资产集中度高,对特定区域依赖较大,存在一定风险[9]

文章核心观点 - 近期,奥克西石油公司(OXY)股价大幅下跌,主要是由于原油价格下跌所致 [1][2] - 尽管公司的财务状况有所改善,但如果当前油价持续,其利润和自由现金流将大幅下降 [2] - 但分析师认为,油价下跌主要是由于投机性因素,未来油价有望反弹,从而带动OXY股价上涨 [2][3] 公司情况总结 - 公司净债务和利息费用均呈下降趋势,是积极因素 [2] - 但公司作为纯粹的勘探和生产公司,其盈利直接受原油价格影响,如果油价持续低迷,其利润将大幅下降 [2] - 公司在2023年实现了46亿美元的利润,但如果油价维持在当前水平,其利润将大幅下降 [2][4] 行业供需动态分析 - 原油价格下跌主要是由于对冲基金等投机性买家减少多头头寸,而非实际供需因素 [3] - 从长期来看,全球经济保持增长,中美需求仍在增加,供给端OPEC减产也支撑油价 [3] - 分析师认为,油价有望在短期内反弹回到长期均值水平 [3][4] 公司估值分析 - 如果油价反弹至长期均值,预计OXY每股收益将达到3.56美元,每股自由现金流9.8美元 [5] - 按此计算,OXY的市盈率为14.2倍,市净率为5倍,估值较为合理 [5] - 根据自由现金流折现,OXY股价有30%的上涨空间 [7] 风险提示 - 可再生能源替代石油的风险 [8] - OPEC可能增加产量的风险 [8] - 经济衰退导致油价下跌的风险 [8]