SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Gold/Mining/Energy : Exxon Mobil (XOM) -- Ignore unavailable to you. Want to Upgrade?


To: Sam Citron who wrote (107)2/1/2006 7:10:46 AM
From: Dennis Roth  Read Replies (1) | Respond to of 585
 
Hi Sam,

I post and share the Goldman Sachs research notes I have access to. Don't expect me to defend them. Personally, if I wanted a Super-cap oil major in my portfolio, and I don't, I would tend to prefer COP or CVX over XOM.

>> It outperforms GE? << If oil prices stay high, it could outperform GE. GE and XOM are completely different kinds of companies with XOM's performance tightly linked to world oil prices.