HollyFrontier Corp.

  • Refiners had a Terrible Second Quarter but all is not Lost

    By Rupert Hargreaves - August 15, 2013 | Tickers: CVX, HFC, PSX

    HollyFrontier's (NYSE: HFC) second quarter results were not pretty  The company reported a 47% decline in year-on-year net income as the average cost of products rose from $94 to $97, which pushed down the refiners gross margin from $24.5 per barrel to $21 per barrel; net operating margins fell to $14.9 from $19.9 per barrel.

    However, despite these tragic results, HollyFrontier is working in other ways more »

  • 3 Refiners With Potential Upside

    By Anh HOANG - July 30, 2013 | Tickers: HFC, VLO, WNR

    Valero Energy (NYSE: VLO) has dropped significantly since the beginning of February, from more than $46 per share to only $36 per share. Scott Black, the Chairman and CIO of Delphi Management, has taken advantage of the low stock price to add more Valero’s shares to his portfolio. Andreas Halvorsen of Viking Global is also bullish about the firm, owning more than 6.7 million shares in the company more »

  • Buy These Three Refiners for a Recovery in the Brent-WTI Spread

    By Rupert Hargreaves - July 22, 2013 | Tickers: HFC, NTI, PSX

    West Texas Intermediate (WTI) crude has been on a roll recently, the benchmark is pushing highs of around $106 to $107 per barrel, but this trend could soon be over. Indeed, while the WTI oil benchmark is pushing to new highs, supply is only increasing and stockpiles continue to hover around multi-decade highs (although they have fallen back off highs seen earlier this year).

    In addition, oil production from non-OPEC more »

  • Shrinking Brent-WTI Spread: Why You Should Avoid These Midwest Refiners

    By Sarfaraz Khan - July 12, 2013 | Tickers: HFC, MPC, VLO

    The Brent crude-West Texas Intermediate (WTI) spread has fallen to its lowest levels in more than two and a half years to $4.31 by the end of first week of June. This after touching this year’s peak of $23.19 in the first quarter, which shows a decline of more than 80%. The spread represents the difference between Europe’s Brent crude and the WTI crude, which trades more »

  • 4 Dividend Stocks That Could Double Payouts in 3 Years

    By Meena Krishnamsetty - June 27, 2013 | Tickers: CSCO, HFC, POT, QCOM

    Rising profitability and swelling cash flows have enabled an increasing number of companies to boost their dividends substantially. In an environment characterized by low yields and reduced opportunities for business growth, some companies have pursued shareholder value-boosting capital deployment policies, channeling more funds into dividends and share buybacks. Among companies with strong operational performance, there are some that could continue to boost dividends at above-average rates.

    A select few

    A more »

  • Should this stock be there in your portfolio?

    By Nikita Dugar - June 16, 2013 | Tickers: ALJ, HFC, TSO

    Last month, Alon USA Energy (NYSE: ALJ) declared 50% increase in its quarterly dividends, which increased from $0.04 to $0.06 per share. It also announced special non-recurring dividend of $0.16 per share. This was due to its improved performance in the first quarter of 2013. Net income reported during this period was $0.86 per share, compared to loss of $0.52 per share for the same more »

  • 2 Oil & Gas Stocks to Consider, 1 to Avoid

    By Piyush Arora - June 9, 2013 | Tickers: HES, HFC, PSX

    With the oil production bonanza and weak demand for petroleum products in North America, the Brent-WTI spread has narrowed to $9, down from $15 last year. The spread determines refinery margins, and the worsening spreads only sound trouble for refineries. However, some refineries seem to be having a profitable ride.

    Bullish case for Phillips 66

    Phillips 66 (NYSE: PSX) has been enjoying healthy crack spreads of $25-$33 over the more »

  • 3 Refiners With 3 Different Reasons for Investment

    By Rupert Hargreaves - June 7, 2013 | Tickers: HFC, NTI, PSX

    Refiners were in demand with investors last yea.  As a low oil prices pushed profit margins wider, investors reaped the benefits through special dividends and rising share prices.

    Now the market has cooled down, and for the bulls it could be a good time to jump back in. But the question is, where to invest?

    An MLP with a high yield

    What is interesting about Northern Tier Energy (NYSE: NTImore »)

  • Billionaire Jim Simons and Insiders Are Bullish on These Stocks

    By Meena Krishnamsetty - June 5, 2013 | Tickers: HFC, MJN, PEP, PM, WFM

    We track quarterly 13F filings from hundreds of hedge funds including Renaissance Technologies, the large and highly successful hedge fund which has made its founder Jim Simons a multi-billionaire (see Renaissance's filings over time).

    One use of these filings is in developing investment strategies; we have found, for example, that the most popular small cap stocks among hedge funds generate an average excess return of 18 percentage points per more »

  • Reviewing 3 Oil Refining & Marketing Companies

    By Federico Zaldua - May 30, 2013 | Tickers: HFC, TSO, VLO

    The refining and marketing sector has been outperforming the rest of the energy sector since 2012. Stocks in this sub-sector are up strongly this year, indicating that they are witnessing solid momentum. The U.S. shale energy revolution is making, once more, refining increasingly attractive. Let's take a look at three companies and decide which one should you include in your portfolio.

    The deal is closed

    Tesoro (NYSE: TSOmore »)

  • These 3 Big Refiners Seem Cheap

    By Anh HOANG - May 30, 2013 | Tickers: HFC, TSO, VLO

    Recently, Tesoro (NYSE: TSO) received the U.S. FTC’s approval regarding its acquisition of BP’s refinery in Carson, California. It was reported that Tesoro paid around $2.38 billion for the refinery, doubling its refining capacity in California. Tesoro’s shareholders must be quite happy as its share price has nearly tripled since the middle of 2012, from $22 per share to more than $61 per share. Should more »

  • 5 Stocks With Good Growth Drivers Beyond 2013

    By Meena Krishnamsetty - May 29, 2013 | Tickers: ADT, CBS, LNG, HFC, NWSA

    PointState Capital, managed by Sean Cullinan, is among the 500-plus mega-funds that we track at Insider Monkey, and with six former Duquesne Capital portfolio managers, this is really the new Duquesne minus Stan Druckenmiller. Seeing as the fund has recently filed its first-quarter 13F with the SEC, we’re going to take a look at some of the top stocks it was positioning itself in for the start of Q2 more »

  • Time to Catch This Refiner Before It Reaches Fair Value

    By Piyush Arora - May 28, 2013 | Tickers: CST, HFC, VLO

    Oil prices have been volatile over the last year, due to which profiting from the oil sector (especially refining sector) has been quite challenging. But shares of Valero Energy (NYSE: VLO) have more than doubled over the last year and could continue to soar.

    Value unlocking

    In a bid to unlock shareholder value, Valero Energy recently decided to spin off its retail division, CST Brands (NYSE: CST), which began trading more »

  • These 3 Stocks Will Continue to Surge During the Shale Revolution

    By Justin Carley - May 18, 2013 | Tickers: HFC, KEX, VLO

    Shale gas is a game changer. We are in the very early innings of this process and investors still have ample opportunity to position their portfolio to capitalize on the phenomenon. Stocks poised to benefit have already made strong moves, but substantial upside remains if one takes a patient, long-term approach. This is a secular story that will play out over the next decade. Thus certain stocks stand poised to more »

  • 3 Investments That Benjamin Graham Might Like

    By Rupert Hargreaves - May 13, 2013 | Tickers: HFC, UVV, WMK

    Benjamin Graham is the godfather of value investing and was Warren Buffett's mentor. Unfortunately, as he is regularly cited as the reason for Buffett's success, many people try to mimic his investing style, which is set out in his book The Intelligent Investor.

    But with so many trying to copy his techniques, many have misread facts, often looking for quick fixes to beat the market and get ahead more »

  • Refiners Could Be Value in Plain Sight

    By Ted Cooper - May 6, 2013 | Tickers: HFC, TSO, VLO

    It is not often that a large-cap company selling for 10 times earnings is a safe value play, but Valero Energy (NYSE: VLO) may be an exception. Over the last couple of years, crude oil produced in Canada and the United States has sold at a large discount to oil sold in international markets. U.S. refiners benefit from the discount because they can buy cheap oil in the U more »

  • High EBITDA Growth, Consistent Dividend and Cheap Valuation

    By Anh HOANG - May 1, 2013 | Tickers: HFC, TSO, VSEC

    I like a business that has been growing rapidly and has paid uninterrupted dividends for the past 10 years. In addition, that business should be priced cheaply on the market. Thus, I created a stock screen to seek stocks with several criteria: (1) minimum 10 years of uninterrupted dividends, (2) 10-year annualized EBITDA growth should be minimum 20%, (3) the total market cap should be greater than $100 million and more »

  • Should You Buy or Sell the Phillips 66 Correction?

    By Meena Krishnamsetty - April 22, 2013 | Tickers: HFC, MPC, PSX, TSO, VLO

    Phillips 66 (NYSE: PSX) went public as a spinoff of ConocoPhillips a year ago, and it has risen 74% since becoming independently traded. The $36 billion market cap oil and gas refining and marketing company received considerable attention from Warren Buffett, whose holding company Berkshire Hathaway had over 27 million shares in its portfolio at the end of June and made no changes to that position at least through December more »

  • Top Performing Oil Stocks

    By Federico Zaldua - April 17, 2013 | Tickers: HFC, MPC, TSO

    Since I own British Petroleum in my small equities portfolio (I am a much larger bond investor) I have been researching about the whole oil and gas space and its historical returns. I could notice that last year most energy stocks lagged the S&P500 despite record Brent oil and very high WTI prices. Apparently, investors doubt the sustainability of those high energy prices. That said, there were three stocks more »

  • Top Performing Oil Stocks

    By Federico Zaldua - April 17, 2013 | Tickers: HFC, MPC, TSO

    Since I own British Petroleum in my small equities portfolio (I am a much larger bond investor) I have been researching the whole oil and gas space and its historical returns. I could notice that last year most energy stocks lagged the S&P 500 despite record Brent oil and very high WTI prices. Apparently, investors doubt the sustainability of those high energy prices. That said, there were three stocks more »

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