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Oil and Gas Refining and Marketing

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 transferred 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 Oil Corporation (NYSE: MRO) – FYE 12/2017 OVER VALUED The stock is currently trading at levels above my most recent (-$584) close target. Please See Linked Worksheet
Posted on 04/03/18


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 12/2017 UNDER VALUED The stock is currently trading at levels below my most recent $126 buy target. Please See Linked PDF Worksheet
Posted on 04/10/18


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

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