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Gold/Mining/Energy : Big Dog's Boom Boom Room -- Ignore unavailable to you. Want to Upgrade?

To: CommanderCricket who wrote (97434)2/29/2008 12:01:04 PM
From: Keith J  Respond to of 206325
 
CC, I am neutral to cautious on gasoline market here, and by extension, the refiners. With national pump prices likely to approach or exceed $3.50/gallon by late spring and a challenging economic climate, demand growth will be quite constrained. Plus ethanol is adding about 100k barrels/day in supply over last year's levels.

Doesn't mean I think refiners are overvalued: 3-2-1 crack spread on April futures is about $11/barrel; and some refiners still have fairly lucrative discounts to WTI (i.e., Maya crude).

Of VLO, FTO, and TSO, I like TSO the least currently.

KJ



To: CommanderCricket who wrote (97434)3/1/2008 2:02:52 AM
From: whitepine  Read Replies (2) | Respond to of 206325
 
>>
Thanks to whoever brought LINE to the attention of the thread. Have a full position as of yesterday and it fits nicely in the portfolio's. All I want is a dividend and a few points of capital appreciation to keep the family happy.
<<<

96868
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earlier

96324

CEP still holds greater potential IMO
wp


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