Western Refining Inc. (WNR)

All Comments on WNR

  • commenter
    iansane77
    Oct 07 05:35 PM
    Oil Prices Down? Refiner Stocks to Benefit [view article]
    VLO hit $20.00,TSO at $10.00 and sinking... Reply
  • commenter
    ohm
    Sep 11 09:43 AM
    Oil Prices Down? Refiner Stocks to Benefit [view article]
    Right on Roger! Do the pundits believe it won't get cold this winter or people will quit driving? Should we ban the sale of petroleum based products and coal starting today? Are alternative fuels ready to take over? Or will it take awhile..say ten years? In the meantime how will the proterters get to their marches. Maybe they will march from Frisco?

    If someone falls off an aircraft carrier in the North Atlantic you don't try and turn the ship around to rescue them...it takes too long. Same for the energy crisis...it will take awhile so don't throw away your oil credit card just yet.     Reply
  • commenter
    Roger McCoy
    Sep 10 01:59 PM
    Oil Prices Down? Refiner Stocks to Benefit [view article]
    Americans historically have short term memory loss. Just as they have forgotten why our soldiers are fighting the agents of an evil cause abroad (9/11). I beleive most of my fellow citizen's will quickly forget about what occurred this year. Now that oil has come back from the stratosphere most people will adjust to the new cost. In a year or so the mortgage crisis will have subsided and people will be working again. Once they are warm and fuzzy in there homes , the same or new group of financial preditors will sell a new story causing the market to crash again. How many times has this happened since the 80's? Reply
  • commenter
    jcordes
    Sep 10 08:33 AM
    Oil Prices Down? Refiner Stocks to Benefit [view article]
    Read again: Crack 3-2-1 has gone from $10.64 to $18.36 in 2 weeks.
    Reply
  • commenter
    John
    Angstrom
    Sep 10 08:11 AM
    Oil Prices Down? Refiner Stocks to Benefit [view article]
    To Paul:
    Hey Rolex man, bug off with your stupid comments. This site is for grown ups.

    Stephen, I am with you. At sub 10x PEs, refiners are good buys.     Reply
  • commenter
    PAUL&&SHARK
    Sep 10 07:44 AM
    My Website
    Oil Prices Down? Refiner Stocks to Benefit [view article]
    From your holdings I see you are a loser,big time.
    But maybe you are right long term,how long?     Reply
  • commenter
    Chandler
    Lutz
    Sep 10 02:54 AM
    My Website
    Oil Prices Down? Refiner Stocks to Benefit [view article]
    Interesting article. I think the big question is will demand destruction continue in the gasoline market and will the price of gasoline fall more less than oil. I think one nightmare scenario for these refineries could be if demand destruction continues in the US and international demand in for oil picks up...While the former is quite likely the latter is less clear. This may be one reason why some of these companies carry such attractive valuations. Reply
  • commenter
    jjason
    Aug 08 02:56 PM
    Western Refining, Inc. Q2 2008 Earnings Call Transcript [view article]
    Terrible writeup. And the answers to the questions are even worse.

    What are they trying to do with the sale of assets??? Raise cash???

    Seems like a problem brewing with this company.     Reply
  • commenter
    Deuce$
    Jul 28 07:29 PM
    General Discussion on WNR
    I bought some today. I think they have bottomed out and if I had more money, I would have bought VLO and TSO. Reply
  • commenter
    jdlech
    Jul 25 11:29 AM
    Indicator Points to Higher Gas Prices - and 3 Potential Power Plays [view article]
    For those who seem to misunderstand, gas is not oil. When Asian gas prices reduce consumption, Asia will buy less oil. That means more oil supply for the rest of the world. QED, lower oil prices. The American demand for gas will be largely unaffected by the price of oil. QED, wider crack spreads.

    Now, gasoline is just one product made from oil. These refineries are producing hundreds of different chemicals that are used in everything from the food you eat to the plastic containers in which they come. Already, the refiners should be swithing over to producing millions of gallons of heating oil for the winter instead of gasoline and diesel fuel. It's important to consider the crack spread on ALL of these chemicals.     Reply
  • commenter
    User 120850
    Jun 27 06:03 PM
    The Best and Worst Performing Stocks, YTD [view article]
    Report as of July 7, 2007? What are you doing? Reply
  • commenter
    bearfund
    Jun 15 12:26 PM
    Indicator Points to Higher Gas Prices - and 3 Potential Power Plays [view article]
    galewhitaker, very true, and there are long-wave demographic shifts already under way in that direction. It's unfortunate that so many Americans live in places where there aren't even sidewalks and nothing within an hour's walking distance anyway because it's just assumed that everyone has a car and uses it as his exclusive mode of transportation regardless of destination or distance. But then we'd be talking about the misallocation of resources represented by suburban and exurban expansion, probably the single biggest mistake the US has ever made and the one that stands the best chance of making these refiners pay off in the medium term. But as reurbanization takes off in the next several decades, US refiners will eventually be crushed by falling demand, especially for gasoline and jet fuel. It will take centuries to depopulate and repurpose all that land, a process that will never really be completed. Still, I'd be looking abroad if I were going to invest in refiners for the long term; that's where the growth will be. Reply
  • commenter
    galewhitaker
    Jun 15 10:19 AM
    My Website
    Indicator Points to Higher Gas Prices - and 3 Potential Power Plays [view article]
    Higher energy prices are the best thing that has happened to our country in years. In our democracy their is no one doing any long term planning. Apparently the only way systemic changes come about is when there is an emergency. Hopefully these higher gasoline prices are going to force Americans to use energy more wisely so that it will last a little longer. Maybe if folks are forced to walk more it will reduce the number of Americans with heart disease. That number currently stands at 24.1 million. A little walking will also be good for the 189,000,000 Americans who over weight. Reply
  • commenter
    paultaut
    Jun 15 01:59 AM
    Indicator Points to Higher Gas Prices - and 3 Potential Power Plays [view article]
    Roughly 12 million Chinese enter the middle class every year, they will not differentiate between what was and what may have been. They will only see what is now and act accordingly.

    Additionally, their culture is geared to accepting whatever is tossed at them without objection. Food/oil prices are up, they will endure. All of the noise regarding inflation is currently being generated by their government which has another 200+ million farmers to relocate or say another 15 years of construction, increased energy usage, etc. over and above keeping those already transplanted happy.

    Refining margins have been screwed into the ground because of ethanol's prices. The overall cost of gasoline has been kept down because 10% or more of each gallon is under their cost to produce. With the midwest under water, corn/ethanol prices are moving dramatically higher. Ethanol's move to parity or above gasoline production cost will drive refining margins up.

    All refiners will benefit but my favorite is ALJ which has 3 sour and 1 heavy refinery. Plus asphalt facilities as well.     Reply
  • commenter
    haydete
    Jun 14 09:07 PM
    Indicator Points to Higher Gas Prices - and 3 Potential Power Plays [view article]
    In the Subsidy Gambit, if those that have the money to buy more after the subsidy is removed, why aren't they buying more now while prices are cheaper? What am I missing (along with the rest of the points of this article? ) Reply
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