Chevron's stock price has plunged as profits have sunk due to lower commodity prices. At the same time, management is steadfast in its dividend policy, even employing leverage to help support its very hefty dividend.
ExxonMobil has looked bleak for a while, and shares have plunged. Which begs the question, has the price fallen low enough to warrant plunging in for some deep value, or is Exxon more of a value trap?
While pricing competition from peer automakers is currently putting pressure on profitability, Ford is laying the groundwork for strong growth with a greatly expanded selection of models.
While Carl Icahn's public endorsement of Apple may be derived out of shameless self-interest, there's little doubt that the company provides a very compelling story for investors, particularly those concerned with balance sheet fundamentals - quite simply, Apple stock has yet to be appreciated for the value it offers.