Dividend Yield: 5.1%
1-Year Total Return: 41%
French oil-and-gas giant Total (TOT) is putting up gains that should make ExxonMobil (XOM) blush. Price appreciation plus dividends has TOT stock putting up a 1-year total return of 41%. On the same basis, XOM is poking along at 13%, lagging the broader market by a wide margin.
The big difference between Total and some domestic energy majors is that Total is offering investors better growth in both production and cash flow, helped by new projects, ramp-ups on existing projects and an aggressive cost-cutting program.
Indeed, while other energy majors are scaling back and selling assets, TOT is investing in its upstream portfolio, with new or accelerating efforts everywhere from Africa to Canada. That should keep Total’s total returns flowing.