Posted by timebandit on 10th of Aug 2026 at 07:28 pm
…I have been long OIH the last few days. Went long MPC
and VLO this morning before I saw the quote from the Iranians.
Simply based on the charts and price. Bought NBR and DINO this
afternoon.
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VLO Valero ($VLO) — Balanced Growth &
Posted by EdZ on 10th of Aug 2026 at 04:42 pm
VLO
Valero ($VLO) — Balanced Growth & Global Exposure:
Trades at a fair mid-range multiple ( ~11.8x Forward P/E).
Best positioned to capture surges in global distillate (diesel/jet fuel) margins due to its heavy Gulf Coast export presence.
Long VLO, PSX, and MPC.
Posted by kalkgrun on 10th of Aug 2026 at 05:15 pm
Long VLO, PSX, and MPC. Refining supercycle
Update: Long VLO, PSX, and MPC. Refining supercycle
Posted by matt on 10th of Aug 2026 at 06:08 pm
Energy VLO daily refiner - Chart Linkyep VLO looks great, has looked great a long time, anyway flagging
As luck would have it…
Posted by timebandit on 10th of Aug 2026 at 07:28 pm
…I have been long OIH the last few days. Went long MPC and VLO this morning before I saw the quote from the Iranians. Simply based on the charts and price. Bought NBR and DINO this afternoon.