Industry Announcement: Major Integrated Oil and Gas Companies

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For the past few weeks, a few major stories have dominated the news. The tsunami of Japan, unrest in the Middle East, and of course, the price of oil. Though oil is involved in just about everything we make, transport, and use, it is at the pump that we most feel the sting of oil prices.

Like birdwatchers sitting and waiting for a glimpse of a rare species, the news outlets have been pouncing on any state that crosses the $4 a gallon barrier: California, Connecticut, Illinois, Hawaii, and most recently, New York. We’ve seen this before, and the summer of 2011 looks like another one of “staycations” and political rhetoric about getting off foreign oil. While others fret about filling up their cars, all this talk makes me wonder where best to invest.

In Jeremy Siegel’s “The Future for Investors” energy companies were one of top returning industries of the past 50 years, led by oil titan Exxon Mobil (previously Standard Oil).  Will the next 50 years be the same?  I hope so.

With that said, here are the companies I will be analyzing in the coming weeks.


Exxon Mobil


















Royal Dutch Shell




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I'm a dividend growth investor who is aiming to retire early in 5 years at the age of 45. My goal is to live off the income my dividend portfolio and rental property produce exclusively and leave the corporate rat race. I hope you will join me in this journey!


  1. Excellent DP! They are all trading at a discount at the moment in my opinion! Looking forward to your analysis.

  2. Pig! I’m glad you mention Siegel’s book. That has got to be one of my all time favorites. What’s going to win in the future? Most likely the same companies that have been winning in the past! I never touch energy, though, since I don’t really understand these companies. Maybe you can help change that. 🙂

    Looking forward to your posts.

  3. Looking forward to the upcoming analysis. I have positions in CVX, XOM and TOT. I have been interested in COP and RDS. In your analysis on RDS please put to bed the differences between RDS.A and RDS.B in regards to taxes on the ADR shares. Thanks Pig!

  4. Of that list, I think the future for CVX is the brightest. It’s integrated, so there’s less downside risk to oil, and the company is dedicated to share buybacks (oh yeah! tax-free profits!) and dividends. I look forward to what you have to say about each.