ConocoPhillips is playing with fire, and not the kind I control. They raised dividends by 8%. Cute. Wolfe Research thinks it’s a signal—a market wake-up call. I see a company trying to prove it still matters in my energy empire.
Buying assets and selling others, like a kid swapping toys. Anadarko acquisition? Just another move on the chessboard. But moves alone don’t mean power. You want power? You control the flow, the pipeline, the blackout.
COP’s cash flow might look strong on paper, but paper burns fast in my world. Wolfe’s price target nudged from $130 to $131. An extra dollar? That’s pocket change when I’m collecting billions in grid fees.
Outperform rating? I outperform entire sectors while sipping my morning espresso. ConocoPhillips can raise dividends, shuffle assets, and dream all they want. But energy is my domain. I don’t just supply. I dominate.
If you think a bump like this shakes the foundations of the energy market, you’re dreaming. The real game is in control, influence, and patience. I have all three. The market might recognize COP someday—but only if they learn to play a different game.
For those who want to see how deep the rabbit hole goes, check out my thoughts on Meta Tech and Mrk Financial.
Got the guts for real-world volatility? Try this.