Valero Energy Corp

VLO-N

NYSE:VLO

93.81
0.72 (0.76%)
Valero Energy Corporation is a Fortune 500 international manufacturer and marketer of transportation fuels, other petrochemical products, and power. It is headquartered in San Antonio, Texas, United States.
More at Wikipedia

Analysis and Opinions about VLO-N

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
January 30, 2009
Started to close some capacity at some of their refineries because the crack spreads have not been favourable. This is why the stock price has come down. Best in class as far as refineries are concerned but this is not the right time.
Valero Energy Corp (VLO-N)
January 30, 2009
Started to close some capacity at some of their refineries because the crack spreads have not been favourable. This is why the stock price has come down. Best in class as far as refineries are concerned but this is not the right time.
David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$24.120
Owned
Unknown
DON'T BUY
DON'T BUY
December 3, 2008
Had a little bit of positive news on draws on US inventory today but it is hard to be bullish on refiners. Catalytic spreads are way down. You'll have to see a recovery by the consumer first.
Valero Energy Corp (VLO-N)
December 3, 2008
Had a little bit of positive news on draws on US inventory today but it is hard to be bullish on refiners. Catalytic spreads are way down. You'll have to see a recovery by the consumer first.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$17.720
Owned
Yes
DON'T BUY
DON'T BUY
November 12, 2008
Refineries are almost structured to be trading vehicles rather than long-term holds. Trading is tough at the best of times, let alone these times.
Valero Energy Corp (VLO-N)
November 12, 2008
Refineries are almost structured to be trading vehicles rather than long-term holds. Trading is tough at the best of times, let alone these times.
Gordon Reid
President, GoodReid Investment Counsel
Price
$17.620
Owned
No
HOLD
HOLD
October 22, 2008
Right now you don't want to be buying independent refineries. There are a lot of heavy oil refineries under development that are going to come out globally. If you own, Hold until the heating season and the early parts of the winter, as there is some seasonality in the share price.
Valero Energy Corp (VLO-N)
October 22, 2008
Right now you don't want to be buying independent refineries. There are a lot of heavy oil refineries under development that are going to come out globally. If you own, Hold until the heating season and the early parts of the winter, as there is some seasonality in the share price.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$17.920
Owned
Yes
BUY
BUY
September 10, 2008
One of the largest refiners in the US. Benefiting right now because of falling oil prices. This is a stock that he was looking at but bought Marathon Oil (MRO-N) instead.
Valero Energy Corp (VLO-N)
September 10, 2008
One of the largest refiners in the US. Benefiting right now because of falling oil prices. This is a stock that he was looking at but bought Marathon Oil (MRO-N) instead.
Pat Naccarato
Vice President and Portfolio Manager, AIC Limited
Price
$30.900
Owned
No
COMMENT
COMMENT
September 8, 2008
Refiners have been hit pretty hard. With the price of oil going down, the market should be bullish on refiners but he feels oil will hold at $100. This is a value play and could be good as a long-term play.
Valero Energy Corp (VLO-N)
September 8, 2008
Refiners have been hit pretty hard. With the price of oil going down, the market should be bullish on refiners but he feels oil will hold at $100. This is a value play and could be good as a long-term play.
Matthew McCall
President, Penn Financial Group
Price
$34.600
Owned
No
WAIT
WAIT
August 20, 2008
He is very positive on refining. This is a bear market but on a longer time horizon the assets should be worth an awful lot. There is excess refining capacity right now. On a 2 or 3 year basis, it's a great time to buy. However, this one can go a lot lower.
He is very positive on refining. This is a bear market but on a longer time horizon the assets should be worth an awful lot. There is excess refining capacity right now. On a 2 or 3 year basis, it's a great time to buy. However, this one can go a lot lower.
Bill Harris, CFA
Portfolio Manager, Avenue Investment Management
Price
$34.870
Owned
No
COMMENT
COMMENT
August 14, 2008
Has been caught up in the squeeze on refinery margins. With the current retreat of crude, refinery margins might improve so there could be a bit of a bounce back. You could get more protected exposure through Petro-Can (PCA-T) or one of the integrateds in Canada.
Has been caught up in the squeeze on refinery margins. With the current retreat of crude, refinery margins might improve so there could be a bit of a bounce back. You could get more protected exposure through Petro-Can (PCA-T) or one of the integrateds in Canada.
Michael Sprung
President, Sprung Investment Management
Price
$33.930
Owned
Unknown
BUY
BUY
August 12, 2008
Largest independent refining and marketer in the US of gasoline. Has suffered greatly as oil prices have gone up. Margins at the refining level and retail level has shrunk. Drop in oil prices is bullish for this company.
Largest independent refining and marketer in the US of gasoline. Has suffered greatly as oil prices have gone up. Margins at the refining level and retail level has shrunk. Drop in oil prices is bullish for this company.
Norman Levine
Managing Director, Portfolio Management Corp
Price
$33.780
Owned
Unknown
DON'T BUY
DON'T BUY
August 11, 2008
Spreads are not attractive enough to get into this stock. Would need $70-$80 oil. Service companies are a better option.
Spreads are not attractive enough to get into this stock. Would need $70-$80 oil. Service companies are a better option.
David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$34.860
Owned
No
PAST TOP PICK
PAST TOP PICK
August 6, 2008
(A Top Pick July 27/07. Down 51%.) Everything has gone wrong for the refiners including refining capacity in the majors. As a value manager, his big concern would be a Value Trap. Once this one dropped its market cap on the S&P 500, he dropped its weighting. Still has value and great earnings.
(A Top Pick July 27/07. Down 51%.) Everything has gone wrong for the refiners including refining capacity in the majors. As a value manager, his big concern would be a Value Trap. Once this one dropped its market cap on the S&P 500, he dropped its weighting. Still has value and great earnings.
Brian Acker, CA
Chief Executive Officer, President and Chief Inves, Acker Finley Inc.
Price
$34.470
Owned
Yes
DON'T BUY
DON'T BUY
August 5, 2008
Refinery. Has had a difficult time because of high oil prices and managing the mix between distillates and gasoline etc. Believes that oil is in a correction, not broken down. Difficult industry and margins are very tough to make. There are better places for your money.
Refinery. Has had a difficult time because of high oil prices and managing the mix between distillates and gasoline etc. Believes that oil is in a correction, not broken down. Difficult industry and margins are very tough to make. There are better places for your money.
David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$32.140
Owned
Unknown
BUY
BUY
July 21, 2008
A buying opportunity, but it is not going to turn around overnight.
A buying opportunity, but it is not going to turn around overnight.
Norman Levine
Managing Director, Portfolio Management Corp
Price
$35.720
Owned
Unknown
DON'T BUY
DON'T BUY
July 11, 2008
From a profitability standpoint, refiners are in a difficult spot. They are geared to produce as much gasoline as they can but gas inventories are not tight. However, diesel inventories are tight. Crude prices continue to move higher.
From a profitability standpoint, refiners are in a difficult spot. They are geared to produce as much gasoline as they can but gas inventories are not tight. However, diesel inventories are tight. Crude prices continue to move higher.
David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$32.630
Owned
Unknown
HOLD
HOLD
June 16, 2008
(Market Call Minute.) Too much gas inventory and high fuel prices means margins are weak.
(Market Call Minute.) Too much gas inventory and high fuel prices means margins are weak.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$44.120
Owned
Unknown
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