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NYSE:VLO

Valero Energy Corp (VLO)

236.29
-0.01 (0.00%)
as of Jun 18, 2026, 11:31:03 pm Market Open.
41 watching
0
PAST TOP PICK
(A Top Pick Nov 23/05. Up 17%.) Still sees a 60% positive differential on this stock.
TOP PICK
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
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
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
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
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
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
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.
BUY
A good refiner. Should do well.
HOLD
Have to be cautious on some if the US names because of currency risk, but ultimately what you want to do on any portfolio is diversify, so be somewhat light on US holdings. This company is one of the better refiners out there. With what we've seen with tight net gasoline supplies and refiners running flat out in the US, This will probably do well. The easy money's been made but you should do OK.
DON'T BUY
Shortening the stock at this point. Came out with an earnings warning recently. Fundamentals are pretty good and price is pretty cheap but will continue to have tough sledding.
TOP PICK
Benefiting from the continuing wide margins of the supply/demand story. There's more to go.
TOP PICK
Refineries in the US are at about 97% capacity. One of the very few refineries that can handle sulfur. Will probably have a spike of $10 in earnings and $14/15 in cash flow. If oil drops, the stock will sell off a bit which would be the time to buy.
BUY
A great stock for people who want a hedge against rising gasoline prices. The largest independent refinery and marketer in North America. A shortage of refineries is being exasperated in the US by rules or
TOP PICK
Showing 121 to 135 of 136 entries