2 FTSE 100 stocks that outperformed the Footsie in the last 3 months

first_img Renowned stock-picker Mark Rogers and his analyst team at The Motley Fool UK have named 6 shares that they believe UK investors should consider buying NOW.So if you’re looking for more stock ideas to try and best position your portfolio today, then it might be a good day for you. Because we’re offering a full 33% off your first year of membership to our flagship share-tipping service, backed by our ‘no quibbles’ 30-day subscription fee refund guarantee. 2 FTSE 100 stocks that outperformed the Footsie in the last 3 months Image source: Getty Images Jay Yao has no position in any of the shares mentioned. The Motley Fool UK has no position in any of the shares mentioned. Views expressed on the companies mentioned in this article are those of the writer and therefore may differ from the official recommendations we make in our subscription services such as Share Advisor, Hidden Winners and Pro. Here at The Motley Fool we believe that considering a diverse range of insights makes us better investors. I’m sure you’ll agree that’s quite the statement from Motley Fool Co-Founder Tom Gardner.But since our US analyst team first recommended shares in this unique tech stock back in 2016, the value has soared.What’s more, we firmly believe there’s still plenty of upside in its future. In fact, even throughout the current coronavirus crisis, its performance has been beating Wall St expectations.And right now, we’re giving you a chance to discover exactly what has got our analysts all fired up about this niche industry phenomenon, in our FREE special report, A Top US Share From The Motley Fool. Simply click below to discover how you can take advantage of this. Click here to claim your copy now — and we’ll tell you the name of this Top US Share… free of charge! I would like to receive emails from you about product information and offers from The Fool and its business partners. Each of these emails will provide a link to unsubscribe from future emails. More information about how The Fool collects, stores, and handles personal data is available in its Privacy Statement.center_img “This Stock Could Be Like Buying Amazon in 1997” Enter Your Email Address Pandemic stricken 2020 was a terrible year for the oil and gas sector in many respects. West Texas Intermediate crude oil prices actually went negative for the first time in history. Because of the pandemic, Royal Dutch Shell (LSE: RDSB) cut its dividend for the first time since World War II.Since late October, the Footsie has advanced around 15%. The rise reflects investor optimism about Covid-19 vaccines, the outcome of US election, and the Brexit deal. The oil and gas sector has been making something of a resurgence in the same period. Here’s a closer look at two FTSE 100 energy companies that have handily beaten the index.5G is here – and shares of this ‘sleeping giant’ could be a great way for you to potentially profit!According to one leading industry firm, the 5G boom could create a global industry worth US$12.3 TRILLION out of thin air…And if you click here we’ll show you something that could be key to unlocking 5G’s full potential…FTSE 100 stock: BPFTSE 100 stock BP (LSE:BP) has surged around 50% over the past three months.Although the primary reason for the surge is likely due to higher Brent crude prices, I think there are also other potential reasons for the stock’s rise. For example, management cut a lot of costs in response to the pandemic, making BP a leaner and arguably more efficient company.The strength of its convenience and mobility business also gives BP valuable diversification away from its hydrocarbon business. According to BP’s Q3 2020 transcript, the business, which sells  coffee and groceries among other things, brought in around $5bn in earnings before interest, taxes, depreciation, and amoritisation (EBITDA) in 2019, with pretty decent returns on capital over time.BP’s convenience and mobility business also has pretty attractive growth potential according to many estimates. Indeed, BP’s head of customers and products, Emma Delaney, said last year, “We believe we can more than offset the impact of fuel volume declines in established markets to 2030 through growth in convenience“.For BP to do well, however, management will need to execute their strategic plans well. If the execution isn’t there or if oil prices decline meaningfully, I think BP shares could decline.Royal Dutch ShellFTSE 100 stock Royal Dutch Shell (LSE: RDSB) shares have surged over 50% in the last three months, making it one of the best performing supermajors over that time.Like BP, I think Royal Dutch Shell shares mainly rose due to higher Brent prices since late October. With higher oil prices, Royal Dutch Shell has more cash flow to pay down debt or to do other things.Like its fellow British oil giant, Royal Dutch Shell also has a pretty sizeable convenience business that offers diversification. According to the Wall Street Journal, Royal Dutch Shell has around 45,000 branded retail sites already in its network and plans to add 10,000 more in the next five years. With the right execution, there could be demand for such locations given people simply needing a convenient place to buy snacks or coffee while they charge their electric vehicle or fill up a gas one.As with BP, I reckon Royal Dutch Shell management will need to step carefully for the stock to do well. If the company struggles with its green transition, oil prices decline meaningfully, or results miss expectations, the stock could lag. Our 6 ‘Best Buys Now’ Shares Jay Yao | Thursday, 28th January, 2021 | More on: BP RDSB See all posts by Jay Yaolast_img

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