Weekly Picks: 📊 OXY's Diversification Strategy, AGX's Tailwinds, and SAP's Valuation Risks

Each week our analysts hand pick their favourite Narratives from the community (  what is a Narrative? ).

This week’s picks cover:

• ☁️ Occidental’s 10 year vision to become an energy powerhouse.
• 📈 Why Argan’s success will come from its tailwinds and management team.
• 🤔 Why SAP’s price today may not be the best entry point. 

💡 Why we like it: It’s a long-term thesis on a legacy energy company evolving into a dual-engine powerhouse. The commentary of Permian strength, improving financials, and the bold Carbon capture and storage strategy provides great context. The 3, 5, and 10 year outlooks help visualise how the transition could unfold.

💡 Why we like it: The author balances optimism with real risk flags (input costs, fixed-price contract pressure) while highlighting the pristine balance sheet and management excellence. It’s a solid commentary on a mid-cap growth story built on execution, backlog, earnings growth, and margin expansion tied to secular megatrends like AI data centers and energy infrastructure.

💡 Why we like it: It’s a long-view breakdown of SAP that blends rich historical context with forward-looking insight. The author’s layered timeline makes the evolution toward AI and cloud easy to follow, while the valuation math grounds the story in real expectations.

What's next?

1. 🔔 Know when to act: Set the narrative valuations as your own fair value to know when to buy, hold or sell the stock.

2. 🤔 Get answers: Ask the author any questions in the comments section. Feel free to like as well to support their work.

3. ✨ Discover more Narratives: There are hundreds of other insightful stock narratives on our Community page .

4. ✍️ Build an audience: Have your narrative seen by millions of investors, simply meet our Featuring criteria to go into the running!

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com

Simply Wall St analyst Michael Paige and Simply Wall St have no position in any of the companies mentioned. This article is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.