Valero Energy Corp | StockChase
123
Valero Energy Corp (VLO-N)

Last Price Recorded: $88.1900 on 2017-12-15

ON STOCKCHASE SINCE Jan 2004

integrated oils
123
Valero Energy Corp (VLO-N)

Last Price Recorded: $88.1900 on 2017-12-15

ON STOCKCHASE SINCE Jan 2004

integrated oils

Valero Energy Corp


Signal Opinion Expert
COMMENT
Valero Energy Corp(VLO-N) 

October 10, 2017

He is neutral on this and is very cautious on energy and has been for the entire year. At this time there has been a real whip in refiners. He has backed away from the space, because they are really whippy. Unlike some stories, such as biotech, you take the stairs up and the elevator down, so you have to be really careful about your entry point. He would prefer something a little more conservative such as Mkt Vectors Oil Services ETF (OIH-N).

integrated oils

He is neutral on this and is very cautious on energy and has been for the entire year. At this time there has been a real whip in refiners. He has backed away from the space, because they are really whippy. Unlike some stories, such as biotech, you take the stairs up and the elevator down, so you have to be really careful about your entry point. He would prefer something a little more conservative such as Mkt Vectors Oil Services ETF (OIH-N).

integrated oils
Cameron Hurst

Chief Investment Officer, Equium Capital Manag...

PricePrice
$77.370
Owned Owned
No

HOLD
Valero Energy Corp(VLO-N) 

January 17, 2017

Has not been adding to his holdings, and wouldn’t add to it right now. In his view, this is the best operated independent refiner. It now pays a good dividend of something like 3.6%. However, if you look at the current P/E ratio, it is far higher than its historical single digit PE.

integrated oils

Has not been adding to his holdings, and wouldn’t add to it right now. In his view, this is the best operated independent refiner. It now pays a good dividend of something like 3.6%. However, if you look at the current P/E ratio, it is far higher than its historical single digit PE.

integrated oils
David Dietze

Founder, Pres. & Chief Investment Strategist, Point View Wealth Ma...

PricePrice
$66.190
Owned Owned
Yes

TOP PICK
Valero Energy Corp(VLO-N) 

January 10, 2017

Refining doesn’t have anything to do with the price of oil, it has to do with crack spreads and refining margins. One of the things that has been absolutely killing refiners in the last 3-4 years is the RIN legislation of the Obama administration, requiring them to pay for renewable credit every time they produced gasoline and diesel fuel. The new administration is likely to change all that, and dramatically improve profitability. Dividend yield of 3.55%. (Analysts’ price target is $72.29.)

integrated oils

Refining doesn’t have anything to do with the price of oil, it has to do with crack spreads and refining margins. One of the things that has been absolutely killing refiners in the last 3-4 years is the RIN legislation of the Obama administration, requiring them to pay for renewable credit every time they produced gasoline and diesel fuel. The new administration is likely to change all that, and dramatically improve profitability. Dividend yield of 3.55%. (Analysts’ price target is $72.29.)

integrated oils
Bruce Tatters

Founding Partner and CIO, Triumph Asset Manage...

PricePrice
$66.530
Owned Owned
Yes

TOP PICK
Valero Energy Corp(VLO-N) 

November 21, 2016

Every US refiner had to buy Renewable Energy Identification Number credits for its business and it destroyed their profitability.  The new administration could be of a huge benefit to this industry.  There have been 2 M&A deals in the refining industry in the last two weeks.  (Analysts’ target: $66.88)

integrated oils

Every US refiner had to buy Renewable Energy Identification Number credits for its business and it destroyed their profitability.  The new administration could be of a huge benefit to this industry.  There have been 2 M&A deals in the refining industry in the last two weeks.  (Analysts’ target: $66.88)

integrated oils
Bruce Tatters

Founding Partner and CIO, Triumph Asset Manage...

PricePrice
$64.540
Owned Owned
Yes

DON'T BUY
Valero Energy Corp(VLO-N) 

September 8, 2016

You should not be in it because it is not the right part of the cycle.  It does better with declining oil prices.  Also, it has had quite a run.

integrated oils

You should not be in it because it is not the right part of the cycle.  It does better with declining oil prices.  Also, it has had quite a run.

integrated oils
Matt Kacur

President, FSA Financial Scienc...

PricePrice
$56.150
Owned Owned
Unknown

COMMENT

(Market Call Minute.) He doesn’t know where margins are going on the refining side. He thinks they are going to get squeezed a little given the rise in oil prices. It makes the earnings very volatile and you are not going to get a high valuation.

integrated oils

(Market Call Minute.) He doesn’t know where margins are going on the refining side. He thinks they are going to get squeezed a little given the rise in oil prices. It makes the earnings very volatile and you are not going to get a high valuation.

integrated oils
John Zechner

Chairman, J. Zechner & Assoc...

PricePrice
$51.680
Owned Owned
Unknown

DON'T BUY

If you did a comparison against a broad index, this is weaker than the index. It had a corrective period in 2008 and has taken a long time to get back up. Also, the upward trend line has been violated.

integrated oils

If you did a comparison against a broad index, this is weaker than the index. It had a corrective period in 2008 and has taken a long time to get back up. Also, the upward trend line has been violated.

integrated oils
Bill Carrigan

Technical Analyst, Getting Technical In...

PricePrice
$53.430
Owned Owned
Unknown

DON'T BUY
Valero Energy Corp(VLO-N) 

April 13, 2016

(Market Call Minute.) Refiners have struggled a little lately. For him, on the energy patch as a whole, he would like to see a bit more time go by and a little more sustainability.

integrated oils

(Market Call Minute.) Refiners have struggled a little lately. For him, on the energy patch as a whole, he would like to see a bit more time go by and a little more sustainability.

integrated oils
Cameron Hurst

Chief Investment Officer, Equium Capital Manag...

PricePrice
$62.550
Owned Owned
No

PAST TOP PICK

(A Top Pick Jan 8/16. Down 8.79%.) Had a huge downturn in Jan/Feb due to the pickup in gasoline production. The period of seasonal strength ends at the beginning of April.

integrated oils

(A Top Pick Jan 8/16. Down 8.79%.) Had a huge downturn in Jan/Feb due to the pickup in gasoline production. The period of seasonal strength ends at the beginning of April.

integrated oils
Jon Vialoux

Research Analyst, Timingthemarket.ca &...

PricePrice
$61.660
Owned Owned
No

TOP PICK
Valero Energy Corp(VLO-N) 

January 8, 2016

(His Top Pick stocks are still holding up as of present, but the big warning is the systemic risk that is involved with the market.) There are very few stocks that are good in the energy sector. Where the supply of oil presently is, gives you about 29 days of supply, so there is a substantial supply. All this company is going to do is refine it, which is going to be a significant tailwind for them. He has a long-term trend line support starting at about $60. As long as that can be maintained, there is an average gain between the start of the year and the beginning of May of about 20.1%, and that has been positive in 21 of the past 25 periods.

integrated oils

(His Top Pick stocks are still holding up as of present, but the big warning is the systemic risk that is involved with the market.) There are very few stocks that are good in the energy sector. Where the supply of oil presently is, gives you about 29 days of supply, so there is a substantial supply. All this company is going to do is refine it, which is going to be a significant tailwind for them. He has a long-term trend line support starting at about $60. As long as that can be maintained, there is an average gain between the start of the year and the beginning of May of about 20.1%, and that has been positive in 21 of the past 25 periods.

integrated oils
Jon Vialoux

Research Analyst, Timingthemarket.ca &...

PricePrice
$68.260
Owned Owned
No

HOLD
Valero Energy Corp(VLO-N) 

November 27, 2015

He finds it too volatile for his clients. As oil prices have continued to decline and spreads for gasoline and diesel have continued to stay high, the profitability of a company like this has done really well.

integrated oils

He finds it too volatile for his clients. As oil prices have continued to decline and spreads for gasoline and diesel have continued to stay high, the profitability of a company like this has done really well.

integrated oils
Norman Levine

Managing Director, Portfolio Management...

PricePrice
$72.940
Owned Owned
No

DON'T BUY
Valero Energy Corp(VLO-N) 

September 9, 2015

Wouldn’t own this one here. It is a cyclical. His model price is $112, 84% over the last close of $60.83. You always get this in a cyclical. He would like to see it back at $15 again, and then he would be interested.

integrated oils

Wouldn’t own this one here. It is a cyclical. His model price is $112, 84% over the last close of $60.83. You always get this in a cyclical. He would like to see it back at $15 again, and then he would be interested.

integrated oils
Brian Acker, CA

Chief Executive Officer, President and Chief Inves, Acker Finley Inc....

PricePrice
$61.640
Owned Owned
Unknown

COMMENT
Valero Energy Corp(VLO-N) 

August 31, 2015

Crack spread is the spread between the crude and the underlying refined product price.  VLO-N is an example of a pure refiner.  A few weeks ago crack spreads reduced and the price went right down.  Warren Buffet bought a refiner today, relatively close to the top.

integrated oils

Crack spread is the spread between the crude and the underlying refined product price.  VLO-N is an example of a pure refiner.  A few weeks ago crack spreads reduced and the price went right down.  Warren Buffet bought a refiner today, relatively close to the top.

integrated oils
Larry Berman CFA, CMT, CTA

Chief Investment Officer, Partner, ETF Capital Manageme...

PricePrice
$59.340
Owned Owned
Unknown

BUY

Owned personally in the past, but it is too volatile for his clients.  It has done well over the year and seasonally the demand is highest here.  They don’t find or produce oil.  They buy it and refine it and they own gas stations.  It is a good company to own long term.  Over two years the refiners could be the right place to be, but they will be more volatile.

integrated oils

Owned personally in the past, but it is too volatile for his clients.  It has done well over the year and seasonally the demand is highest here.  They don’t find or produce oil.  They buy it and refine it and they own gas stations.  It is a good company to own long term.  Over two years the refiners could be the right place to be, but they will be more volatile.

integrated oils
Norman Levine

Managing Director, Portfolio Management...

PricePrice
$65.340
Owned Owned
No

WAIT
Valero Energy Corp(VLO-N) 

April 24, 2015

Energy has a period of seasonal strength from January all the way through to May 9 on average, and this one has performed up to expectations. It is currently consolidating. We have the end of seasonal strength coming. If you are looking past the seasonality, you want to be into the refiners right now. From a seasonal play, he would recommend getting in right now, but from a longer-term perspective this is a place you want to be in the energy sector.

integrated oils

Energy has a period of seasonal strength from January all the way through to May 9 on average, and this one has performed up to expectations. It is currently consolidating. We have the end of seasonal strength coming. If you are looking past the seasonality, you want to be into the refiners right now. From a seasonal play, he would recommend getting in right now, but from a longer-term perspective this is a place you want to be in the energy sector.

integrated oils
Jon Vialoux

Research Analyst, Timingthemarket.ca &...

PricePrice
$60.050
Owned Owned
Unknown

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