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Oil and Gas Refining and Marketing

Individual company worksheets may be downloaded by simply clicking on the company name.

Adams Resources and Energy, Inc. (NYSE: AE) – FYE 12/2016

Alon USA Energy, Inc. (NYSE: ALJ) – FYE 12/2014

CVR Energy, Inc.
FY 2016 revenues were down 12% which translated into an earnings decline of 21%, which transfered into a price decline of 55%. It isn’t nice to piss off investors. But true to form, investors can be forgiving as the YTD 40% stock price indicates. As long as the company has better numbers, especially in the free cash flow arena, than last year, the stock price will hold up. Short of that, flush this one and find one that can turn a steady profit.

CVR Energy, Inc. (NYSE: CVI) – FYE 12/2016 – FAIRLY VALUED – The stock is currently trading in line with my $41 fair value estimate – Please See Linked Worksheet

CVR Refining LP (NYSE: CVRR) – FYE 12/2016 – FAIRLY VALUED – The stock is currently trading at levels in line with my current $15 fair value estimate – Please See Linked Worksheet

Hess Corporation (NYSE: HES) – FYE 12/2016

HollyFrontier Corporation (NYSE: HFC) – FYE 12/2016

Marathon Petroleum Corporation (NYSE: MPC) – FYE 12/2016

Murphy Oil Corporation (NYSE: MUR) – FYE 12/2016

PBF Energy, Inc. (NYSE: PBF) – FYE 12/2016

Phillips 66 (NYSE: PSX) – FYE 12/2016

Tesoro Corporation (NYSE: TSO) – FYE 12/2016

Valero Energy Corporation (NYSE: VLO) – FYE 12/2016

Western Refining, Inc. (NYSE: WNR) – FYE 12/2016

World Fuel Services Corporation (NYSE: INT) – FYE 12/2016

Please note that worksheets are updated basis the most current SEC 10-K ANNUAL filing.