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Repsol YPF , SA (REPYY-5)
Financials 
Technical Analysis 0
BUY
One of the most inexpensive oil companies in the world. Probably getting close to fair value. Where the leverage really kicks in is if the refinery game takes over. If the refining margins can consistently go to $10, it is a 3 to 1 crack spread, their earnings will double. The stock could go to the high $30's.
Bill Harris, CFAOwned
integrated oils
TOP PICK
Trades below its net asset value. Has huge refining capacity which is important in the oil business right now. Feels that refining margins are going to continue to go up.
Paul Harris, CFAOwned
integrated oils
PAST TOP PICK
(A Top Pick Mar 21/05. Up 7.6%.) A fantastic company. Likes it based on straight valuation. Oil could drop and you couild still make money on this stock.
Bill Harris, CFAOwned
integrated oils
TOP PICK
Even if oil falls back to $30/35 this company will make money. Not covered by many analysts. Very inexpensive. Refinery story has been terrible for the last 20 years, but is now coming back into its own. The cheapest way to play refining on a global basis.
Bill Harris, CFAOwned
integrated oils
TOP PICK
A Spanish oil company. Highly leveraged to the refining business. Undervalued relative to other major oil companies. Not enough capacity in the refining business, so refining margins are going to exlode, going from $6 a barrel to $10 a barrel.
Paul Harris, CFAOwned
integrated oils
TOP PICK
Spanish national oil company. Historical margins have been $4/6 turning oil into gasoline. There has been over capacity since the early 70's and now we've hit that pinch point of not enough refineries. This company is probably one of the best net beneficiaries of refining margins if margins went consistently $8 to $10.
Bill Harris, CFAOwned
integrated oils
TOP PICK
One of the more inexpensive integrated companies around the world.
Bill Harris, CFAOwned
integrated oils
PAST TOP PICK
(A Top Pick Oct 29/04. Up 14.3%.) Still likes this one and sees more value ahead.
Bill Harris, CFAOwned
integrated oils
TOP PICK
Still trades at a discount to a $30 oil price. With Cdn$ so strong, its a good time to buy.
Bill Harris, CFAOwned
integrated oils
TOP PICK
(A Top Pick Jun 4/04. Up 2.5%.) Has great assets around the world. It has stayed flat, but the Cdn$ has gone up. An almost forgotten stock.
Bill Harris, CFAOwned
integrated oils
TOP PICK
This is a big immigrated Spanish company. The value for this stock should go up to 30 dollar area.
Bill Harris, CFAOwned
integrated oils
TOP PICK
A low-cost producer. Has been trading at a discount because of some issues which he feels will be worked through.
Bill Harris, CFAOwned
integrated oils
TOP PICK
Huge huge holdings in Argentina. Have now restructured and brought down their debt considerably. Trades at a huge discount to the major oil companies. Has increased production tremendously and shows lots of good cash flow.
Paul Harris, CFAOwned
integrated oils
Showing 16 to 28 of 28 entries
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