Historical McDep Analysis of Royal Dutch Shell plc

 

November 5, 2018 (posted Nov 18); Healthy Business - CVX, XOM, RDS, SU

September 18, 2018 (posted Sep 30); Meter Reader: Low McDep - XOM, CVX, RDS, PXD, RRC, DMLP

July 30, 2018 (posted Aug 19); Durable Cash Generators - CVX, RDS, SU, XOM

June 6, 2018 (posted Jun 24); Royal Dutch Shell (RDS) - Bright Future in Integrated Gas

January 25, 2018 (posted Feb 11); Integrated Oil Value Creators - CVX, RDS, SU, XOM

December 5, 2017 (posted Dec 24); Royal Dutch Shell (RDS) - Share Buyback Ahead

May 30, 2017 (posted Jun 18); Royal Dutch Shell (RDS) - High Yield While Waiting

February 3, 2017 (posted Feb 26); Royal Dutch Shell (RDS) - BG Paying Off

December 6, 2016 (posted Dec 25); XOM, RDS, CVX, TOT - Total Return Upside

August 1, 2016 (posted Aug 14); XOM, RDS, CVX, TOT - Real Return Standouts

December 8, 2015 (posted Dec 27); Royal Dutch Shell (RDS) - Buy on Acquisition Pro Forma

August 3, 2015 (posted Aug 23); XOM, RDS, CVX, TOT - Global Energy Stalwarts

May 1, 2015 (posted May 24); CVX, RDS, TOT, XOM - Raise NPV for TOT and XOM on Cash Margin

April 14, 2015 (posted May 3); Meter Reader: Shell to Acquire BG - Catalyst for Confidence

September 16, 2014 (posted Oct 5); Meter Reader: Royal Dutch Shell (RDSA) - Ben's Growth Strategy

January 21, 2014 (posted Feb 9); Meter Reader: Royal Dutch Shell (RDSA) - Lower NPV to $95 on Profit Warning

August 6, 2013 (posted Aug 25); Meter Reader: Royal Dutch Shell plc (RDSA) - Value Choice after Latest Results

May 7, 2013 (posted May 26); Meter Reader: Royal Dutch Shell plc (RDSA) - Raise NPV to $110 from $102

October 16, 2012 (posted Nov 4); Meter Reader: Royal Dutch Shell (RDS) - Clean Energy for Global Growth

May 1, 2012 (posted May 20); Meter Reader: Royal Dutch Shell (RDS) - LNG and GTL Profit Gains

November 1, 2011 (posted Nov 20); Meter Reader: Raise NPV to $102 from $96 on Reappearing Luster

February 15, 2011 (posted Mar 6); Meter Reader: TOT, STO, RD Pay High Divdends from Global Growth

January 25, 2011 (posted Feb 13); Meter Reader: Surprising Strength in Refining

August 3, 2010 (posted Aug 22); Meter Reader: Results Reinforce Euro and U.S. Buys

May 18, 2010 (posted Jun 6); Meter Reader: European Oil for Contrarians

February 4, 2010 (posted Mar 7); Royal Dutch Shell (RDS) - Cautious Outlook, Nice Dividend

October 29, 2009 (posted Nov 29); Royal Dutch Shell plc (RDS) - Shedding Downstream Image

July 30, 2009 (posted Aug 23); Royal Dutch Shell (RDS) - Gaining Efficiency in Exploration and Production

June 2, 2009 (posted Jun 21); Meter Reader: Restore Buys for MRO, BP and RDS

April 29, 2009 (posted May 24); Royal Dutch Shell (RDS) - Lower Net Present Value to $80 a Share

January 29, 2009 (posted Mar 1); Royal Dutch Shell (RDSA) - Dividend Trend Beats Inflation

October 30, 2008 (posted Nov 30); Royal Dutch Shell (RDS) - Secure Dividend 5.7%

September 5, 2008 (posted Sep 28); Meter Reader Flash: Suspend Buy Recommendations

July 31, 2008 (posted Aug 31); Royal Dutch Shell (RDS) - Rebuilding North American Natural Gas

April 29, 2008 (posted Jun 1); Royal Dutch Shell (RDS) - Non U.S. Energy Mega Cap

January 31, 2008 (posted Mar 2); Royal Dutch Shell (RDS) - Downstream Offset

October 25, 2007 (posted Nov 25); Royal Dutch Shell (RDS) - Healthy Business

July 26, 2007 (posted Aug 19); Royal Dutch Shell - Downstream Benefit

May 3, 2007 (posted Jun 10); Royal Dutch Shell - Record Results

February 1, 2007 (posted Feb 25); Royal Dutch Shell - Buy - Reserves and Earnings Ahead

October 26, 2006 (posted Nov 19); Royal Dutch Shell - Buy - New Structure Working

July 28, 2006 (posted Aug 20); Royal Dutch Shell plc - Buy - Share Buyback Enhances Return

May 5, 2006 (posted Jun 4); Royal Dutch Shell plc - Buy - Tighter Markets and Cost Pressures

February 3, 2006 (posted Mar 5); Royal Dutch Shell - Buy - Lower NPV to $80 a Share

January 11, 2006 (posted Feb 5); Royal Dutch Shell - Buy - Likely Acquirer

October 28, 2005 (posted Dec 4); Royal Dutch Shell plc - Buy - Downstream Gains

October 5, 2005 (posted Oct 30); Royal Dutch Shell plc - Buy - Downstream Beneficiary

August 2, 2005 (posted Aug 28); Royal Dutch Shell plc - Buy - Raise NPV to $84

July 14, 2005 (posted Jul 31); Royal Dutch Petroleum - Buy - Frontier Challenge

June 1, 2005 (posted Jul 3); Royal Dutch - Buy - Nice Return for Low Risk

March 18, 2005; Royal Dutch - Buy - Transformation Approaching

December 22, 2004 (posted Jan 23); Stock Idea: Royal Dutch - Buy - Historic Streamlining

September 28, 2004 (posted Oct 31); Stock Idea: Royal Dutch - Buy - Low Risk, Attractive Reward

July 9, 2004 (posted Aug 1); Stock Idea: Royal Dutch - Cloud of Opportunity

May 26, 2004 (posted June 27); Stock Idea: Royal Dutch - Buy on Healthy Shakeup

January 9, 2004 (posted Jan 18); Stock Idea: Royal Dutch - Still Cheap after Reserve Revision

July 22, 2002 (posted July 29, 2002); Stock Idea: Royal Dutch/Shell - Reinstate Buy Recommendation on Steep Price Drop

October 29, 2001; Revise Rating to Neutral from Buy.  Change documented in Summary and Recommendation paragraph of Meter Reader.

October 1, 2001; Excerpt from Meter Reader: Mega Cap Discounted Sharply for a Week

September 24, 2001; Stock Idea: Royal Dutch/Shell Group - Buy - All Seasons Investment for Growth, Inflation and Deflation

Analysis of Stock Idea sent to clients and Notice of Stock Idea posted on website by September 24.  Analysis posted on September 30.