Ttowbin23 : we are still sucking oil for energy uses

105232125 : doubtful

PAUL BIN ANTHONY : Thank you, sir.

juwanda :

102856583 : From an investment perspective, Chevron's strategic positioning in low-cost oil assets has the following attractions and potential return opportunities:
1. Strong cash flow and ability to return value to shareholders.
Strong free cash flow:
Chevron's low-cost assets (such as the Permian and future Guyana projects) enable it to maintain robust cash flow amidst oil price fluctuations, with free cash flow exceeding 30 billion dollars in 2024, even maintaining positive inflow at a price of 70 dollars per barrel.
Stable dividends and buybacks:
Chevron is one of the few companies that have raised dividends for 36 consecutive years, with a current dividend yield of around **4.0%-4.3%**, significantly higher than the average level of S&P 500. The company also continues to conduct share buybacks, making it a typical shareholder-friendly enterprise.
2. Cyclical resilience and defensive asset structure.
Low breakeven point:
Chevron's majority of new projects have a breakeven point below $40 per barrel, allowing them to maintain profitability during periods of oil price decline, which is particularly important for investors looking to Hold long-term and ride out the cycles.
Diversification and resource security:
Its operations are highly concentrated in the USA and stable regions (such as Australia and Kazakhstan), with relatively low geopolitical risk.
III. Future Growth Potential and Asset Revaluation
Growth opportunities brought by the acquisition of Hess:
If the acquisition of Hess is successful, the future share of the Guyana oil field will become a new profit growth engine. The production capacity in this block is expected to double by 2027, and the market still sees potential for revaluation for Chevron.
Improving PB and reasonable valuation:
Currently, CVX's PE is about 12-13 times (far lower than the S&P 500 average), and the PEG ratio is also low, indicating that the valuation has not fully reflected its long-term low-cost Global Strategy and potential growth.
IV. Risks that investors should pay attention to
Uncertainty related to mergers and acquisitions: The merger case of Hess is still awaiting regulatory approval and may face legal disputes with Exxon regarding priority of Guyana assets.
Pressure from energy transition: If global policies strongly promote Carbon Neutrality, it may suppress the long-term valuation of traditional oil companies.
Oil price fluctuations remain a core variable: Despite low costs, profitability is still tied to the oil price cycle.
Summary and recommendations (from an investment perspective)
Long-term value investors: Chevron is a good candidate, possessing robust dividends, strong cash flow, and cyclical resilience, which can be viewed as a "defensive leader in the Energy Sector."

71426715 : Berkshire Hathaway's upcoming earnings release is set for Saturday, May 3, 2025, after market hours. Given the historical volatility surrounding earnings announcements, investors should be prepared for potential fluctuations. Here's a breakdown of what to consider¹:
- *Earnings History*: Berkshire Hathaway's Q4 2024 earnings report showed a strong beat, with actual EPS of $6.73 versus the consensus estimate of $4.43. Revenue also exceeded expectations, reaching $94.92 billion against an estimated $88.30 billion.
- *Stock Price Movement*: Historically, the stock price has shown significant volatility around earnings releases. The last earnings report resulted in a stronger-than-predicted stock price fluctuation of +4.11% compared to the predicted ±1.98%.
- *Current Market Performance*: As of April 30, 2025, Berkshire Hathaway's stock prices are as follows² ³:
   - BRK.B: $534.57 (0.68% change)
   - BRK.A: $801,340 (0.45% change)
Considering these factors, I'm cautiously optimistic about Berkshire Hathaway's earnings. The company's diversified portfolio, strong track record of beating earnings estimates, and resilient equity investments could contribute to a positive earnings surprise. However, investors should remain vigilant due to potential market volatility and closely monitor the stock's performance around the earnings announcement.
*Key Takeaways*:
- *Earnings Date*: May 3, 2025, after market hours
- *Potential Volatility*: Historically significant price fluctuations around earnings releases
- *Earnings Expectations*: Analysts estimate Q1 2025 EPS of $5.07, with potential for surprises given the company's track record⁴

sunwu79 :

101775147 AL pyen :

101775147 AL pyen 71426715 : slow

skumaar42 : Great info!

JoanFishers : Buffett loves cash right now — but with stocks rebounding, is holding $334 billion in cash still a smart move?

Hotbuns : Buffett sticks to Apple but avoids AI hype. Is he missing out on tech’s next wave, or is everyone else overvaluing it?

104748096 : Everyone has a past.

NTilly : why aren’t the Japanese stocks showing on his moomoo page?

103459102 JoanFishers : he see something we dont he sell at high last year he saw  this  crash on tariff