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

To: Dennis Roth who wrote (182477)	2/17/2014 7:59:57 AM
From: Dennis Roth	2 Recommendations Recommended By evestor LoneClone Respond to of 206184

Atlantic Basin Refining: Contrasting US and European Players Europe Slow to Rationalise in the Face of Rising US Competition. 14 February 2014 ¦ 24 pages ir.citi.com In 2013, US and European refining benchmarks headed in opposite directions. 2014 is off to a similar start and we expect the US refiners to maintain strong advantage in the medium term, as access to cheaper feedstock continues to support profitability. Meanwhile, Europe is bracing for increased middle distillate inflows. We reiterate our preference for US refiners (Buy VLO, TSO and NTI). In Europe the valuations fail to reflect the challenging outlook for refiners (Sell PKN, Neste). Mukhtar Garadaghi \| Alastair R Syme \| Faisel Khan, CFA \| Rafal Wiatr, CFA \| Mohit Bhardwaj

To: Dennis Roth who wrote (182477)	4/8/2014 5:27:19 AM
From: Dennis Roth	3 Recommendations Recommended By DELT1970 evestor LoneClone Read Replies (1) \| Respond to of 206184

US Refiners Managing the Gulf Coast Crude Glut; Upgrading PBF to Buy 7 April 2014 ¦ 62 pages ir.citi.com We are upgrading PBF to Buy. We continue to rate VLO and TSO Buy on our view that US coastal refiners will increasingly benefit from the growing supply of North American crude oil as it permeates to the coast. On the variable rate distribution MLPs, we continue to rate ALDW and NTI Buy given the proximity of these refiners to specific producing basins.