Seeking Alpha
  • Michael Filloon
    Been right so far on the refiners, with great numbers from $VLO. $DK should beat easily. I own $WNR, $TSO, $PBF, $NTI, $HFC
    1/29/13
    Reply (6)
    • thomst04: i want to get in on nti anyone think its too high at this point?
      2/5/13
    • Michael Filloon: Valuation seems fine to me at this point, but it depends on how you feel about world GDP numbers and the differential of WTI/Brent
      2/5/13
    • thomst04: i can't imagine that the differential will narrow anytime soon as more domestic comes available. Michael I love your articles thank you
      2/6/13
    • Michael Filloon: In my opinion, it is a long term situation, but I have been wrong before.
      2/6/13
    • Hue101: mIKE, YOU REALLY HAVE SOME GREAT INSIGHT TO THIS SECTOR AND POSITIONS...
      2/7/13
    • Michael Filloon: Thank You
      2/7/13