Valero Energy Corp

VLO-N

NYSE:VLO

70.18
1.48 (2.15%)
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.
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Analysis and Opinions about VLO-N

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
March 30, 2007
Has done exceptionally well recently. Crack spread has been very attractive recently. Refineries have a tendency to blow up and catch fire. Would be cautious on them.
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Has done exceptionally well recently. Crack spread has been very attractive recently. Refineries have a tendency to blow up and catch fire. Would be cautious on them.
BUY
BUY
March 27, 2007
One of the very few pure refiner plays. Good name from a fundamental standpoint, but does not lend itself well to a trading strategy. This is a stock you buy before the summer driving season.
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One of the very few pure refiner plays. Good name from a fundamental standpoint, but does not lend itself well to a trading strategy. This is a stock you buy before the summer driving season.
BUY
BUY
March 22, 2007
Refinery capacity in the US is rather constrained. This is one of the biggest refineries.
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Refinery capacity in the US is rather constrained. This is one of the biggest refineries.
BUY
BUY
February 27, 2007
The largest independent oil refining and marketing company in North America. You want to own refining stocks when margins are going up which they are currently doing.
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Valero Energy Corp (VLO-N)
February 27, 2007
The largest independent oil refining and marketing company in North America. You want to own refining stocks when margins are going up which they are currently doing.
PAST TOP PICK
PAST TOP PICK
February 21, 2007
(A Top Pick Feb 3/06. Down 1.2%.) Had a strong run in the summer. One of that few pure play refiners. Still buying. Cheap.
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Valero Energy Corp (VLO-N)
February 21, 2007
(A Top Pick Feb 3/06. Down 1.2%.) Had a strong run in the summer. One of that few pure play refiners. Still buying. Cheap.
TOP PICK
TOP PICK
February 1, 2007
(A Top Pick Oct 17/06. Up 6.7%.) The model price is $95 giving it a positive differential of 75%. Got hit with the drop in oil prices, which makes no sense as they are a refinery.
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Valero Energy Corp (VLO-N)
February 1, 2007
(A Top Pick Oct 17/06. Up 6.7%.) The model price is $95 giving it a positive differential of 75%. Got hit with the drop in oil prices, which makes no sense as they are a refinery.
BUY
BUY
January 17, 2007
He has a model price of $93.52, that's an 85% positive differential.
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Valero Energy Corp (VLO-N)
January 17, 2007
He has a model price of $93.52, that's an 85% positive differential.
TOP PICK
TOP PICK
January 5, 2007
(A Top Pick Jan 25/06. Down 16.2%.) A pure play refinery. Has a very complicated suite of refineries that is able to process different blends and should get a premium. Dirt cheap.
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(A Top Pick Jan 25/06. Down 16.2%.) A pure play refinery. Has a very complicated suite of refineries that is able to process different blends and should get a premium. Dirt cheap.
COMMENT
COMMENT
January 4, 2007
Great company and is an interesting sector. Trades at less than 6 X earnings. Hasn't been a new refinery built in North America in 25 years. Would have to look at its fundamentals, but likes the company and what they're doing and are well positioned.
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Great company and is an interesting sector. Trades at less than 6 X earnings. Hasn't been a new refinery built in North America in 25 years. Would have to look at its fundamentals, but likes the company and what they're doing and are well positioned.
BUY
BUY
December 11, 2006
Refinery with most assets in the southern US. Has dropped since August. The fight centres on how expensive gasoline will be. Refining is in short supply. Gasoline demand goes up about 1.5% per year.
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Valero Energy Corp (VLO-N)
December 11, 2006
Refinery with most assets in the southern US. Has dropped since August. The fight centres on how expensive gasoline will be. Refining is in short supply. Gasoline demand goes up about 1.5% per year.
HOLD
HOLD
October 30, 2006
Volatile. As a refiner, it is highly leveraged to the price of oil and the margins it makes on each barrel. Has come off very sharply. For less volatility, look at Chevron (CVX-N), Exxon (XOM-N), ConocoPhilips (COP-N) or Petro Canada (PCA-T).
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Valero Energy Corp (VLO-N)
October 30, 2006
Volatile. As a refiner, it is highly leveraged to the price of oil and the margins it makes on each barrel. Has come off very sharply. For less volatility, look at Chevron (CVX-N), Exxon (XOM-N), ConocoPhilips (COP-N) or Petro Canada (PCA-T).
TOP PICK
TOP PICK
October 17, 2006
His model price is $95.50 which is a positive 80% differential. Huge earnings coming on the balance sheet make it cheaper literally every day. Very volatile. Could go to $62.50 without any sweat.
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Valero Energy Corp (VLO-N)
October 17, 2006
His model price is $95.50 which is a positive 80% differential. Huge earnings coming on the balance sheet make it cheaper literally every day. Very volatile. Could go to $62.50 without any sweat.
VAGUE
VAGUE
September 27, 2006
The biggest refinery in the US. Stock has gone down. Believes we are near the turn down of oil. Improving outlook.
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Valero Energy Corp (VLO-N)
September 27, 2006
The biggest refinery in the US. Stock has gone down. Believes we are near the turn down of oil. Improving outlook.
BUY
BUY
September 14, 2006
This is a cyclical company. Very small dividend but plenty of free cash flow so that they can expand or build a refinery if they have to.
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Valero Energy Corp (VLO-N)
September 14, 2006
This is a cyclical company. Very small dividend but plenty of free cash flow so that they can expand or build a refinery if they have to.
WAIT
WAIT
September 8, 2006
Largest refiner in North America. Gasoline prices have dropped and this comes out of the refiner's pockets. Margins are declining, especially as we are off the summer driving season. Buy on weakness over the next couple of months. Good company.
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Valero Energy Corp (VLO-N)
September 8, 2006
Largest refiner in North America. Gasoline prices have dropped and this comes out of the refiner's pockets. Margins are declining, especially as we are off the summer driving season. Buy on weakness over the next couple of months. Good company.
BUY
BUY
August 21, 2006
A pure play refinery. Last quarter was its best quarter ever. Refining has been the place to be.
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A pure play refinery. Last quarter was its best quarter ever. Refining has been the place to be.
BUY
BUY
August 17, 2006
A very good company generating almost 2 X free cash flows to its capital expenditures. Unless they have big plans ahead to build new refineries, they should continue to generate a lot of cash.
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A very good company generating almost 2 X free cash flows to its capital expenditures. Unless they have big plans ahead to build new refineries, they should continue to generate a lot of cash.
BUY
BUY
April 11, 2006
No new refineries have been built in North America in the last 30 years so this stock has done very well. Refineries will continue to benefit from scarcity.
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No new refineries have been built in North America in the last 30 years so this stock has done very well. Refineries will continue to benefit from scarcity.
HOLD
HOLD
April 5, 2006
Has a great suite of refineries. You are coming into the summer driving season and the hurricane season. Cheap on a cash flow metric. One of the few pure plays you can get into. Very valued now.
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Has a great suite of refineries. You are coming into the summer driving season and the hurricane season. Cheap on a cash flow metric. One of the few pure plays you can get into. Very valued now.
PAST TOP PICK
PAST TOP PICK
March 22, 2006
(A Top Pick Jan 25/06. Down 2.5%.) Still likes and would recommend it. Refining is incredibly tight right now.
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(A Top Pick Jan 25/06. Down 2.5%.) Still likes and would recommend it. Refining is incredibly tight right now.
TOP PICK
TOP PICK
February 14, 2006
It's an energy company and it's priced too low. "There's value that's not being realized"
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Valero Energy Corp (VLO-N)
February 14, 2006
It's an energy company and it's priced too low. "There's value that's not being realized"
SELL
SELL
February 13, 2006
Last year was a perfect positive storm for them when refinery margins went through the roof. That is now behind us with a lot of hurricane damaged refineries coming back on stream. They have now been producing gasoline at a net loss. You want to own this when refinery margins are going up.
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Valero Energy Corp (VLO-N)
February 13, 2006
Last year was a perfect positive storm for them when refinery margins went through the roof. That is now behind us with a lot of hurricane damaged refineries coming back on stream. They have now been producing gasoline at a net loss. You want to own this when refinery margins are going up.
PAST TOP PICK
PAST TOP PICK
February 7, 2006
(A Top Pick Nov 23/05. Up 17%.) Still sees a 60% positive differential on this stock.
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Valero Energy Corp (VLO-N)
February 7, 2006
(A Top Pick Nov 23/05. Up 17%.) Still sees a 60% positive differential on this stock.
TOP PICK
TOP PICK
February 3, 2006
Likes refiners. U.S. looking at changing gas regulations which will increase the through put. Very bullish. Valuation cheap. Wide slat of refiners geographically diverse. Able to handle heavier grades of crude.
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Valero Energy Corp (VLO-N)
February 3, 2006
Likes refiners. U.S. looking at changing gas regulations which will increase the through put. Very bullish. Valuation cheap. Wide slat of refiners geographically diverse. Able to handle heavier grades of crude.
TOP PICK
TOP PICK
January 25, 2006
And independent refiner in the US. There is a very strong case for refineries in general. A very tight supply of gasoline. Trading at about 7.2 X persons the other independent refiners which would be at 12/12.4. US is introducing new requirements for low sulphur in diesel and gasoline creating even tighter supplies.
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Valero Energy Corp (VLO-N)
January 25, 2006
And independent refiner in the US. There is a very strong case for refineries in general. A very tight supply of gasoline. Trading at about 7.2 X persons the other independent refiners which would be at 12/12.4. US is introducing new requirements for low sulphur in diesel and gasoline creating even tighter supplies.
DON'T BUY
DON'T BUY
December 28, 2005
At refining and marketing stock. They don't drill for oil, but buy oil and refine it. A play on the refining and marketing margins. Refining margins peaked earlier this year and the stock hasn't done much lately. Too late.
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Valero Energy Corp (VLO-N)
December 28, 2005
At refining and marketing stock. They don't drill for oil, but buy oil and refine it. A play on the refining and marketing margins. Refining margins peaked earlier this year and the stock hasn't done much lately. Too late.
SELL
SELL
December 5, 2005
They are the largest pure oil market and refining in North America. You have probably now seen the best times for refining. Probably time to take your profits.
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Valero Energy Corp (VLO-N)
December 5, 2005
They are the largest pure oil market and refining in North America. You have probably now seen the best times for refining. Probably time to take your profits.
TOP PICK
TOP PICK
November 23, 2005
Dirt cheap here. Even if it trades at today's valuation a year from now, it will trade at an implied rate of $131. His model price is $163, a 60% differential. It is very volatile.
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Valero Energy Corp (VLO-N)
November 23, 2005
Dirt cheap here. Even if it trades at today's valuation a year from now, it will trade at an implied rate of $131. His model price is $163, a 60% differential. It is very volatile.
COMMENT
COMMENT
November 14, 2005
Refineries are not being built so they are valuable assets to companies. Thinks the US will create some insentives for compaies to expand. They take years to build, so it will be a very slow process.
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Valero Energy Corp (VLO-N)
November 14, 2005
Refineries are not being built so they are valuable assets to companies. Thinks the US will create some insentives for compaies to expand. They take years to build, so it will be a very slow process.
COMMENT
COMMENT
November 2, 2005
An oil refiner which is why it has performed so well. There has been no new refining capacity added to the industry in the last 20 years.
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Valero Energy Corp (VLO-N)
November 2, 2005
An oil refiner which is why it has performed so well. There has been no new refining capacity added to the industry in the last 20 years.
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