Royal Dutch Plhaub Tshuag yog ib qho ntawm Barron's Top Picks rau 2022

Ntawv loj

Kab lus no yog ib qho excerpt los ntawm Barron's 10 nyiam cov khoom lag luam rau xyoo 2022. Txhawm rau pom tag nrho cov npe, nyem qhov no.

Cov khoom siv hluav taws xob tuaj yeem nruj thiab tus nqi siab rau xyoo.

Noob nom noob tswv Dutch Plhaub

(ticker: RDS.B) sawv los ua lag luam raws li ib qho ntawm lub ntiaj teb kev ua haujlwm siab tshaj plaws. Nws pauv ntawm qhov luv nqi tseem ceeb rau nws cov phooj ywg Asmeskas, 

Exxon Mobil

 (XOM) thiab 

Chevron

 (CWJ).

Shell's US-listed shares pauv nyob ib ncig ntawm $ 43, tsuas yog xya lub sij hawm kwv yees 2022 cov nyiaj tau los, tiv thaiv tus nqi / nyiaj khwv tau los ntawm 11 rau Exxon thiab 12 rau Chevron. Plhaub yields 3.9%, tsawg dua Exxon lossis Chevron. Plhaub, txawm li cas los xij, muaj qhov kev them nyiaj tshwj xeeb ntawm kwv yees li 30%, tom qab txiav nyiaj faib tawm hauv 2020.

Plhaub yog "ib qho ntawm cov khoom lag luam pheej yig tshaj plaws hauv ntiaj teb," sau ntawv tus neeg ua lag luam Dan Loeb ntawm Third Point, uas tau koom nrog.

Nws qhov kev lag luam zoo tshaj plaws yuav yog lub ntiaj teb loj tshaj plaws liquefied natural-gas operations, uas yuav tsum tau siv nyiaj tsawg ib xyoos ib zaug xwb.

Loeb txoj kev thawb rau kev tawg ntawm Plhaub zoo li kev txhaj tshuaj ntev, tab sis nws muaj peev xwm hais tias lub tuam txhab yuav coj pej xeem ib feem ntawm lub ntiaj teb cov chaw pabcuam loj tshaj plaws.

Bernstein tus kws tshuaj ntsuam Oswald Clint tau qhuas txog lub zog loj tshaj qhov kev hloov pauv tsis ntev los no los ua kom yooj yim rau nws cov qauv kev lag luam los ntawm kev nyob hauv tebchaws United Kingdom thiab tsoo nws ob chav kawm sib koom ua ib qho. Clint pom lub tuam txhab cov khoom lag luam yuav rov qab nce siab hauv 2022 thiab muaj lub hom phiaj tus nqi ntawm $ 63 ntawm Asmeskas cov ntawv txais nyiaj.

Plhaub qhov luv nqi rau nws cov neeg sib tw hauv Asmeskas qhia txog kev kub ntxhov hauv Tebchaws Europe kom txo qis nws cov roj thiab roj ua haujlwm. Qhov ntawd tseem muaj kev pheej hmoo, tab sis Shell tau cog lus rau nws txoj kev lag luam tseem ceeb.

Tuam Txhab / Ticker	Cov Nqe Tsis Ntev Los no	YTD Hloov	2021 EPS NPE	2022 EPS NPE	2022E P / E	Faib Sib Koom	Kev Lag Luam Tus Nqi (bil)
Amazon.com / AMZN	$3,377.42	4%	$41.11	$51.37	65.7	tsis muaj leej twg	$1,713
AT&T / T	23.71	-18	3.38	3.17	7.5	8.8%	169
Berkshire Hathaway / BRKA	454,550.00	31	17,466.30	18,928.50	24.0	tsis muaj leej twg	673
General Motors / GM	58.39	40	6.73	6.93	8.4	tsis muaj leej twg	85
Hertz Global Holdings / HTZ	21.01	-22 *	4.02	2.55	8.2	tsis muaj leej twg	10
IBM/IB	125.93	5	10.05	11.04	11.4	5.2	113
Johnson & Johnson / JNJ	173.01	10	9.83	10.38	16.7	2.5	455
Nordstrom / JWN **	20.05	-36	1.27	1.99	10.1	tsis muaj leej twg	3
Royal Dutch Plhaub / RDS.B	42.82	27	4.86	6.19	6.9	3.9	166
Visa / V ***	214.37	-2	5.91A	7.04	30.5	0.7	467

*Txij thaum Lub Xya Hli 1. ** Kev kwv yees rau Lub Ib Hlis 2022 thiab Lub Ib Hlis Ntuj xyoo 2023 yuav xaus. ***Sept. nyiaj xyoo kawg. E = kwv yees. A = tiag.

Source: FactSet

Sau ntawv rau Andrew Bary ntawm [email tiv thaiv]