Core View - Warren Buffett's portfolio includes American Express and Chevron, which present very different investment propositions [1] - American Express is currently expensive based on traditional valuation metrics, while Chevron offers a more attractive dividend yield [4][5][6] American Express Overview - American Express operates in the finance sector as a globally integrated payments company, primarily known for its credit card business [2] - The company focuses on higher-end customers who spend more and are resilient to economic volatility, leading to a strong business foundation [2] - American Express' share price has roughly doubled since late 2023, making it expensive with a price-to-sales ratio of 3 3x versus a five-year average of 2 5x and a price-to-earnings ratio of 22x versus a longer-term average of 18x [4][5] - The company's dividend yield is 0 9%, near its lowest levels of the past decade [5] Chevron Overview - Chevron operates in the energy sector with a globally diversified portfolio of oil and natural gas production, transportation, and processing assets [3] - The company's financial performance is closely tied to energy prices, which are prone to dramatic swings [3] - Chevron offers a dividend yield of 4 4%, which has been in the top half of the range over the past decade [6] - The company has increased its dividend annually for 37 consecutive years, demonstrating management's ability to navigate sector volatility [7] Investment Comparison - Conservative investors may prefer American Express' business model due to its annuity-like revenue stream, but the current entry price is not attractive [4][5] - Chevron is a more attractive choice for dividend-focused investors, given its high yield and long history of dividend increases, despite the inherent volatility of the energy sector [6][7]

Chevron (CVX 1.89%) already produces a lot of cash. The oil giant had hauled in more than $10 billion in free cash flow during the first nine months of last year, giving it a bounty to pay dividends and repurchase shares. It's working to produce an even bigger gusher of excess cash by 2026, with it in the position to increase its annual tally by $6 billion to $8 billion. Here's a look at what's fueling the oil giant's bullish view. Multiple growth catalystsChevron CEO Michael Wirth recently stated his belie ...

The chief executives of Chevron Corporation (CVX) and Hess Corporation (HES) are confident that they will prevail in the arbitration challenge brought by Exxon Mobil Corporation (XOM) over a proposed merger valued at $53 billion.The Chevron-Hess merger,declared in 2023, remains on hold because of the arbitration challenge filed by the partners of the Stabroek block, ExxonMobil (45% operating interest) and CNOOC International (25% interest), claiming that they have a right of first refusal to buy Hess’ 30% i ...

About this content About Josh Lamb After graduating from the University of Kent in the summer of 2022 with a degree in History, Josh joined Proactive later that year as a journalist in the UK editorial team. Josh has reported on a range of areas whilst at Proactive, including energy companies during a time of global crisis, aviation and airlines as the sector recovers from the pandemic, as well as covering economic, social and governance issues. Read more About the publisher Proactive financial news and ...

Boston, Massachusetts, Jan. 08, 2025 (GLOBE NEWSWIRE) -- The Initiative for a Competitive Inner City (ICIC) proudly announces the winners of the 2024 Inner City 100 (IC100) awards, recognizing the 100 fastest-growing businesses in under-resourced communities across the U.S. The annual awards, now in their 26th year, celebrate companies that drive economic revitalization, create jobs, and inspire innovation in their communities. The 2024 IC100 winners, evaluated and ranked based on revenue growth from 2019 t ...

Article Overview - The article discusses Chevron stock (NYSE: CVX) and provides actionable investment ideas based on independent research [1] - The analysis is part of a series of in-depth articles published at least once a week, focusing on investment opportunities [1] Performance and Market Context - The research has helped members outperform the S&P 500 and avoid significant losses during periods of extreme volatility in both equity and bond markets [2] - The approach emphasizes risk management and proven methods to navigate market uncertainties [2]

Diesel Market Dynamics - Diesel prices surged due to forecasts of an extremely cold winter and rising natural gas prices, with the average retail diesel price increasing by $0.027 to $3.503 per gallon [1] - Ultra-low sulfur diesel (ULSD) futures rose by $0.055 per gallon to $2.2995, marking a 2.44% gain and the highest settlement since November 5th [1] - Natural gas prices on the Chicago Mercantile Exchange (CME) increased by almost 152% since March 26th, impacting the transportation sector and broader economy [2] - U.S. inventories of non-jet distillates stood at 116.5 million barrels as of December 20, 2024, significantly lower than the five-year average of 125.4 million barrels [3] - Rising diesel demand, driven by cold weather forecasts and low supply, creates a favorable environment for energy companies [3][4] Chevron Corporation - Chevron is the second-largest integrated oil company in the U.S. with a market capitalization of around $265 billion and global operations [6] - The company reported Q3 2024 earnings of $4.5 billion and a record cash flow from operations of $9.7 billion, with a quarterly dividend of $1.63 per share [7] - Chevron is targeting $2-3 billion in structural cost reductions by the end of 2026, including a $0.7 to $0.9 billion after-tax restructuring charge in Q4 2024 [8] - The company announced the sale of its Canadian assets for $6.5 billion as part of its portfolio optimization strategy [8] ExxonMobil Corporation - ExxonMobil is one of the world's largest publicly traded energy companies with a market capitalization of around $475 billion [10] - The company reported Q3 FY2024 earnings of $8.6 billion, or $1.92 per share, and achieved a record liquids production of 3.2 million barrels per day [10] - ExxonMobil declared a Q4 dividend of $0.99 per share, a 4% increase, and plans to repurchase over $19 billion of shares in 2024 [12] - The company has achieved $11.3 billion in cumulative structural cost savings and aims to deliver $15 billion in savings by the end of 2027 [13] Investment Opportunities - The surge in diesel prices presents a compelling investment opportunity in energy stocks, particularly for Chevron and ExxonMobil [14] - Both companies are well-positioned to benefit from increased diesel demand due to their strong financial positions, diversified operations, and commitment to dividend growth [14][15] - Chevron and ExxonMobil offer a balance of income and growth potential, making them suitable for beginner to intermediate investors navigating the dynamic energy market [15]

Natural gas prices recently jumped 20% in a single day. That's a pretty shocking move but, frankly, not all that unusual when it comes to energy prices. If you are looking at the broader energy sector and trying to figure out which stock to buy as 2025 gets underway, your best option is probably going to be an integrated energy giant like ExxonMobil (XOM -0.24%) or Chevron (CVX 1.29%).Here's how these two U.S. energy giants stack up and why you might want to pick Chevron.The benefits of integrationAs the na ...

Buffett has raised a staggering $325 billion in cash but has relucted to sell much of this stock to do it.There might not be an investor who has done it as well for as long as the great Warren Buffett. Nicknamed the Oracle of Omaha, Buffett is still actively involved in key decisions at Berkshire Hathaway, the holding company he's managed for decades. Berkshire Hathaway has aggressively raised its cash to a staggering $325 billion, selling lots of stock to make that happen.Buffett raising so much cash could ...

I'm an individual investor looking to grow my wealth over the long term. I've tried many different styles of investing over the last 25 years and have found that buying dividend growth stocks and reinvesting the dividends is one of the easiest ways to grow wealth over the long term. Over the years, I've owned stocks, options, ETFs, treasury notes, and mutual funds. I operate a blog, HarvestingDividends.com, that provides information on the S&P Dividend Aristocrats and other dividend growth stocks.Analyst’s ...