Friday, October 23, 2009
Rich Smith :: Townhall.com Columnist
This Just In: Upgrades and Downgrades
by Rich Smith
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At The Motley Fool, we poke plenty of fun at Wall Street analysts and their endless cycle of upgrades, downgrades, and "initiating coverage at neutral." So you might think we'd be the last people to give virtual ink to such "news." And we would be -- if that were all we were doing.

But in "This Just In," we don't simply tell you what the analysts said. We'll also show you whether they know what they're talking about. To help, we've enlisted Motley Fool CAPS, our tool for rating stocks and analysts alike. With CAPS, we track the long-term performance of Wall Street's best and brightest -- and its worst and sorriest, too.

And speaking of the best ...
With black gold once again trading north of $80, is it finally time to buythe oil majors? If you ask Soleil Securities, the answer is an emphatic "yes" for Chevron (NYSE: CVX) -- but a less confident "maybe" for rivals Marathon Oil (NYSE: MRO) and ConocoPhillips (NYSE: COP). The All-Star-ranked analyst initiated coverage on all three companies this morning, assigning a buy rating to Chevron, but adopting a "neutral" stance on the other two.

And why should we buy Chevron but avoid its peers?

Soleil on Marathon: According to Soleil, Marathon is embarking on an ambitious capital spending spree which will "lower its return on capital... which already trails peers. "

Soleil on Conoco: In contrast, Conoco's problem isn't with expansion, but contraction. The firm's "divesting of assets [will] be a difficult process, and coupled with a reduced capital budget, we expect the overall earnings power of the company to decline in the coming years."

So what sets Chevron apart from these also-rans? Primarily, Soleil likes the valuation. Arguing that "rising crude oil and natural gas production volumes and higher commodity prices [will] significantly increase Chevron's earnings and return on capital employed," Soleil predicts a closing in the "valuation gap between Chevron and ExxonMobil (NYSE: XOM)." The analyst predicts Chevron will earn $5 per share this year, and rapidly ramp that up to $8.90 next year -- numbers Soleil calls "well ahead of consensus expectations."

But if even Soleiladmits that it's breaking from the herd with today's prediction, investors may wonder: Should we run rampant with Soleil, or "stay within the lines?"

Let's go to the tape
To me, the answer's easy. Just look at how well Soleil has done with past picks in the oil patch:

Stock

Soleil Says:

CAPS says:

Soleil's Picks Beating S&P By:

Valero (NYSE: VLO)

Underperform

*****

(56 points) (two picks)

Sunoco (NYSE: SUN)

Outperform

*** Continued...

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About The Author

Rich Smith is a business writer with the Motley Fool.

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