Posts on COP

Latest ideas and analyses related to ConocoPhillips Common Stock

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XOM , COP , FANG , SLB , CVE

+31 pts



Despite near-term demand risks, supply data points still support $90/b mid-cycle Brent -- a "sweet spot" for equities

By ethonomics on Sept. 14, 2022, 5:46 p.m.
Tagged topics: long-term growth , oil supply , oil price

Views: 20, Votes: 7, Responses: 0, Attachments: 1
RRC , HES , AR , EQT , CLR , FANG , DVN , OXY , MRO , OVV , APA , MUR , COP , EOG , SWN , PXD , CPE , CTRA , XOM , CVX , CVE , IMO , CNQ , SU

+37 pts



2Q Preview: Can Strong Results Spur a Re-Rating?

By mooreideas on July 19, 2022, 11:01 a.m.
Tagged topics: earnings preview

Views: 23, Votes: 3, Responses: 0, Attachments: 1
XOM , OXY , COP , HES , PXD , FANG , CTRA

+46 pts



$OXY - Positive fundamentals, but downgrade to Neutral after sharp outperformance; highlight more upside in $COP

By ethonomics on July 11, 2022, 5:44 p.m.
Tagged topics: analyst downgrade

Views: 70, Votes: 4, Responses: 2, Attachments: 1
PXD , FANG , EQT , HES , COP

+39 pts



Incorporating Economic Risk Into Targets, But Still Structurally Bullish; Top Picks: PXD, FANG, EQT, HES, COP

By ethonomics on July 5, 2022, 2:43 p.m.
Tagged topics: analyst checks

Views: 31, Votes: 5, Responses: 0, Attachments: 1
CVE , SU , IMO , PSX , DINO , MPC , VLO , XOM , COP , CVX

+42 pts



Majors & Refiners: Raising downstream estimates, lowering multiples; see strong dispersion ahead

By ethonomics on June 22, 2022, 12:30 p.m.
Tagged topics: analyst raises estimates

Views: 40, Votes: 7, Responses: 0, Attachments: 1
SU , PXD , COP , SLB , OVV , OXY , AR

+42 pts



Expect Macro Volatility, But Pullback Creates Attractive Entry Point; 29% Total Return

By ethonomics on June 22, 2022, 12:24 p.m.
Tagged topics: buying opportunity

Views: 34, Votes: 7, Responses: 0, Attachments: 1
COP

+32 pts



$COP Takeaways from management meetings: Remain constructive with >30% ROCE average 2022-2026

By ethonomics on June 10, 2022, 4:22 p.m.
Tagged topics: management commentary

Views: 20, Votes: 2, Responses: 0, Attachments: 1
XOM , COP , CVX

+45 pts



Raising price targets on Super Majors to reflect higher oil outlook; Buy $XOM, $COP

By ethonomics on June 7, 2022, 4:21 p.m.
Tagged topics: analyst raises target

Views: 56, Votes: 8, Responses: 0, Attachments: 1
COP , PSX , OVV , HAL , AR , HES , FANG , IMO

+42 pts



Still Bullish Oil & Gas Equities, But Eight Ideas Where See Outsized Risk/Reward Across Pillars

By ethonomics on May 27, 2022, 3:45 p.m.
Tagged topics: analyst top pick

Views: 39, Votes: 6, Responses: 0, Attachments: 1
DINO , MPC , XOM , CVX , COP , SU

+36 pts



Americas Energy: Majors & Refiners: Investor Feedback on DINO-MPC Swap, XOM Performance and Canada Oils

By ethonomics on May 25, 2022, 4:50 p.m.
Tagged topics: Energy

Views: 27, Votes: 3, Responses: 0, Attachments: 1
APA , COP , FANG

+43 pts



US Oil & Gas E&P What We Learned From 1Q E&P Earnings SeasonCapex hikes come sooner than anticipated, but so far in line with expectations (~10%); driven by inflation, not accelerated activity.

By toastcrunch.info on May 19, 2022, 4:25 a.m.
Tagged topics: oil supply , US

Views: 27, Votes: 6, Responses: 0, Attachments: 1
COP , CTRA , PXD , DVN , KOS

+40 pts



Mid-Earnings Musings: Still Bullish Energy, Variable Dividends Ramp, Positive BP Read to KOS

By ethonomics on May 4, 2022, 1:38 p.m.
Tagged topics: analyst checks

Views: 32, Votes: 3, Responses: 1, Attachments: 1
COP , XOM , CVX

+37 pts



Still constructive on the Super Majors, stay Buy COP/XOM, but Neutral on CVX

By ethonomics on April 19, 2022, 5:28 p.m.
Tagged topics: earnings preview

Views: 30, Votes: 3, Responses: 1, Attachments: 1
PXD , COP

+33 pts



The Continued Case for Variable Dividend Strategies in Natural Resources; Buy PXD, COP Among Large-Cap Oils

By ethonomics on Feb. 18, 2022, 11:48 a.m.
Tagged topics: energy sector

Views: 20, Votes: 1, Responses: 0, Attachments: 1
COP , CVX , SU , NOVA , MAXN , SHLS , ARRY , Energy

+38 pts



2022 Global Energy and Clean Technology Conference: Day 1 Takeaways

By ethonomics on Jan. 6, 2022, 4:41 p.m.
Tagged topics: clean energy

Views: 68, Votes: 3, Responses: 1, Attachments: 1
XOM , CVX , COP

+41 pts



$XOM $CVX $COP - Goldman sees next leg higher in #OilPrices as bull market turns from cyclical to structural

By cassie on Sept. 28, 2021, 11:55 a.m.
Tagged topics: cyclical recovery , bull market , Goldman Sachs , oil supply , structural growth

Views: 200, Votes: 3, Responses: 0, Attachments: 2