Schwab NetworkPublished 2026-10-01
“Gas "Consumer Problem," Diesel "Economic Problem:" Adam Lampe on Energy Headwinds”
$CVXBullish
CVX is attractive due to low valuation (11x earnings), conservative profile, integrated refining/extraction model, proven resilience, and strategic assets like Guyana.
Like Chevron, Exxon, and some of those companies and refineries like EOG, and I like that they trade at only 11 times earnings. I mean , this, this, this is for sale. I get excited when things are on sale.
We can also invest in conservative companies like Chevron, which engages in refining. They work on both sides of the deal.