- Barron's says Wall Street's worries over HollyFrontier's (HFC) generous 7.3% yield are overblown.
- HFC has paid its $0.50 quarterly special dividend for two years straight. Its access to cheap crude, coupled with shareholder-friendly management, mean it's likely it will continue to.
- Matt Murphy of Stelliam Investment Management values shares - down 25% since March to $44 due to concerns over margin shrinkage - at $55-60.
- On Seeking Alpha: Intangible Valuation's coverage of HFC is a must read.