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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Greetings:
In the December issue of CMS Norm Rothery picked his 10 stingy stocks. The above 3 have gone down continually since, to almost the 52 week low. Please give your opinion as to why the refiners are getting hit so hard. I realize that all energy stocks are in a slump, but not to this extent. Have the crack spreads narrowed ? and or what other reasons. Your analysis please?
Thanks,
BEN.
Read Answer Asked by BEN on December 17, 2024
Q: Hello Team, I read that summer gasoline demand is down for various reasons in the US (we may soon follow suit)and may remain that way. How do you think this will affect US refiners and Canadian (integrated) oil producers revenues and profits? Thank you.
Adel
Read Answer Asked by Adel on June 10, 2024
Q: Here in the Maritimes where we have regulated fuel prices, the regulators have found it necessary to substantially raise fuel prices, especially diesel and heating oil, for several days in a row. I am assuming the same is true in the rest of the country. Since crude prices have been somewhat flat recently while distillate inventories have been reported getting tight, is it a good assumption that these higher fuel cost dollars are ending up as crack spread profits to oil refiners? If so can you name your picks of companies that will be benefitting from this?
Thanks
Gary
Read Answer Asked by Gary on May 02, 2022
Q: I assume that low oil prices will be a benefit to refiners. Which of these could benefit most from a return to air travel and cruise ship activity?
Read Answer Asked by James on April 02, 2020
Q: I have both MPC and VLO. I understand that VLO is purely a refiner and not hostage to world oil prices, but MPC does have some exploration and production assets.
1. Is my understanding correct?
2. If yes, to what extent are MPC’s earnings and cash flow DEPENDANT on oil prices? I am trying to assess the extent to which MPC’s prospects are completely out of MPC’s control.
3. Are dividends well covered?
4. Is interest coverage adequate?
5. Based on your view of each of these company’s prospects going forward, is each of these companies worth holding?
6. You previously (Maureen December 9) you identified MPC as a beneficiary of the new rule requiring ships to use more refined oil. Is VLO also a beneficiary?
Read Answer Asked by Adam on January 30, 2020
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