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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Paul Senior who wrote (43998)8/17/2011 4:04:37 PM
From: Difco  Read Replies (1) | Respond to of 78625
 
I did the same with SUN (mostly because of management's positive actions and the fact that the sum of the parts is greater than the market value, i.e. % in SXL and % in SXC). VLO is the better company and the Western exposure is a plus. I absolutely agree that when dealing with small margins you want to be the largest. I might be wrong, but refineries will pick up with the economy, whenever that's going to happen.


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