Publicly traded refiners have already lost three-quarters of their stock-market value since 2007, but Caris analyst Ann Kohler has trimmed her price targets further on stocks like Sunoco (SUN) and Tesoro (TSO). Given weak demand and spare domestic capacity, "refiners' fundamentals and margins will continue to remain challenged over the second half, as well as into the next decade," she argues.

Terranova suggests trading the refiners that benefit from the price spike but can also keep production rolling after the storm. “I like Sunoco (SUN) and HolyCorp (HOC) because both have rigs away from the Gulf,” he says.

Dividend and Long term growth

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Value

The trade is to own the refiners,” counsels Terranova. “Own Valero [VLO] and Sunoco [SUN]. They have good balance sheets and are not that reliant on credit.”

5. Sunoco (SUN). All of the refiners have become investible because the collapse in oil has allowed for the refiners to buy crude and not have to cut price as fast. Decent thesis.

11/6/2008

Very oversold. Consistently beating analyst expectations.
New and improved management.

hot sector

SEEMS NO ONE HAS ANY INTEREST IN THIS COMPANY.

Energy sector

Needs to increase market share in the energy sector.

fds

They will never again be the giant they were.

Should be higher

doomed

Done!!!