HollyFrontier Corp. (NYSE:HFC)

CAPS Rating: 4 out of 5

An independent petroleum refiner which produces high value light products such as gasoline, diesel fuel and jet fuel.

Recs

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Player Avatar nonzerosum (92.42) Submitted: 12/4/2012 12:46:19 PM : Outperform Start Price: $40.86 HFC Score: -15.62

The bet here is that the WTI spreads will hold. I think the changes in US production are structural and will stay for several years. WNR and HFC have locations that leverage that spread.

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