John StephensonValero Energy CorpVLOTOP PICKNov 11, 2026

They report tomorrow. It's all about refining margins. He's held onto this stock and won't sell--they are major supply problems for diesel and gas ahead. Cash flow is historic. He targets $500.

He sold all his shares after making 35% in the past month. He's not a long-term believer in energy stocks. He got out a little earlier, because he doesn't expect the war to end soon. In a commodity name, you take profits when you can. 

He should sell some shares. He's more than doubled his money. Oil has gone parabolic.  Be careful if the US does forward with this diesel export ban, which will create pain at the pump.

It is a pure play refinery company. Diesel is at record highs. Valero has had a great run and he thinks it will continue. If the conflict in Iran does end this trade will unwind.

Valero went through a 10-day consolidation period to work out overbought conditions. Time to buy it.

He just bought Valero. Oil prices may be volatile, but there isn't enough refining capacity. This will continue to do well.

The refiners are the winners if the price of oil keeps spiking, due to the US-Iran war. He likes VLO the most, as a pure play. It takes forever for a new refinery built due to the approval process while many have been shut down in California.

Likes it, as long as they maintain the spread of how much they pay for oil and the price of gas. It will print money for you.

Big oil names like this have lots of traders have been up for a long time, but today aren't doing anything. That means big money is not buying in on $150 crude. We are in a war. There's along weekend ahead. Things seems orderly and it makes sense.

Refineries and such. Probably looking at a nicer dividend, but slower growth. This is the one for you if you just want to relax and collect the dividend.

FANG is the one Jim Cramer's always recommending. This one will be volatile. The one to pick if you want to have fun and make (or lose) a lot.

Up 31% YTD. Gasoline is the strongest product within energy. Technically, this is overbought. Price targets are below the current share price, so the street is suspicious of this name.

Oil is rangebound at $70-80 and the refiners like this stability especially as we enter spring driving season.

He owned too much energy (12% of his portfolio and now 6%). Energy hasn't performed in the past 12 months.

Bearish on refineries at large. More capacity coming on line globally, namely Nigeria and Mexico. Medium-term outlook is not phenomenal.