Credit Bubble Stocks
Showing posts with label
VLO
.
Show all posts
Showing posts with label
VLO
.
Show all posts
Wednesday, May 15, 2024
Oil and Gas Earnings Notes (Q1 2024)
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We wrote about Exxon, Chevron, and Imperial Oil earnings in a post last month. Now, let's look at our big Canadian producers ( CNQ , SU...
Thursday, July 27, 2023
Valero (VLO) Comments on Demand (Q2 2023)
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Our favorite proxies for refined fuels demand in the U.S. are the refining companies themselves as well as the pipeline companies (such as ...
Thursday, April 27, 2023
Valero Energy Reports First Quarter 2023 Results ($VLO)
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Our favorite proxies for refined fuels demand in the U.S. are the refining companies themselves as well as the pipeline companies (e.g. Mage...
Thursday, October 27, 2022
This Earnings Season Vindicates the Value vs Growth Hypothesis
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This quarter's earnings season has been vindicating the "value vs growth" hypothesis. The "growth" companies that h...
1 comment:
Saturday, August 6, 2022
Valero and Magellan Midstream on refined product demand
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The Biden administration is claiming that refined product demand in late July was lower than in July 2020 ... here's what Valero (2nd l...
1 comment:
Thursday, October 1, 2020
What I Would Buy Instead of Tesla
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When I started this thought experiment, Tesla had a market capitalization of $460 billion. It traded around 300 million shares (around $140 ...
4 comments:
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