PO

Parsley Ong 5.0 1 idea

Loading…
Per mention Per thesis
ⓘ First mention per (ticker, direction)
Layout Default A B C D
XOP
State Street SPDR S&P Oil & Gas Exploration & Production ETF
Defensive upstream oil companies are attractive in a $75-$90 oil price environment because they offer upside risk to consensus earnings per share and attractive dividends (around 67%) in an inflationary environment, while avoiding companies with stretched balance sheets.
Energy  · Apr 20 · YOUTUBE
—
LONG HIGH
Positions
TickerDirEntryP&LDate
XOP LONG $159.69 Apr 20
▶ YouTube US-Iran Peace Talks in Doubt After Weekend Chaos | The China Show 4/20/2026
Favor defensive upstream oil companies for dividends.
Defensive upstream oil companies are attractive in a $75-$90 oil price environment because they offer upside risk to consensus earnings per share and attractive dividends (around 67%) in an inflationary environment, while avoiding companies with stretched balance sheets.
XOP HIGH Bloomberg Markets Apr 20, 04:38
Parsley Ong
Parsley Ong | 1 trade ideas tracked | XOP | YouTube | Buzzberg