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Western Refining WNR

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    1. Reducing Our Fair Value Estimate for Western Refining on Lower Crude Differential Assumptions


      Fri, 13 Mar 2015

      Our fair value estimate for Western Refining has changed to $47 per share from $56 after we reviewed our long-term midcycle oil and gas price and North American crude differential

    2. Western Refining's Earnings Get Boost From Historically High Differentials


      Thu, 6 Nov 2014

      Western Refining reported another strong quarter as it continued to benefit ..... quarter. The strong results also reflect the addition of Western 's interest in Northern Tier. We expect Western to continue delivering strong results as it remains positioned

    3. Would Crude Exports Mean the End for Refiners' Moats?


      Fri, 12 Sep 2014

      we find HollyFrontier HFC , Western Refining WNR , and Phillips 66 PSX would retain ..... We find the greatest value in Western and Tesoro. HollyFrontier is ..... breakdown offers. HollyFrontier and Western continue to maintain a light crude

    4. Western Realizes Benefits from Permian Position; Set to Strengthen Its Advantage in 2015


      Wed, 6 Aug 2014

      Western Refining reported solid second quarter results ..... though, refining margins remain strong as Western continues to capitalize on the wide WTI ..... volatile but should continue to provide Western with a greater differential relative to

    5. Western Sees 1Q Earnings Drop, but Long-Term Competitive Position is Favorable


      Fri, 9 May 2014

      Western Refining saw first-quarter earnings sink as differentials ..... adding an interest in Northern Tier, Western remains highly leveraged to developments ..... However, beyond those market conditions, Western is investing in gathering assets which

    6. Small-Cap Names That Are Big With Medalist Funds


      Wed, 19 Feb 2014

      Webster Financial WBS 5 74 Banks--Regional-U.S. Wesco International WCC 5 N/A Industrial Distribution Western Refining WNR 5 159 Oil & Gas Refin/Mktng Total number of funds: 59 (active management only) Star Ratings as of Feb. 18

    7. Western's Earnings Take a Hit, but Not Indicative of Long-term


      Mon, 4 Nov 2013

      Western Refining 's earnings tumbled in the third quarter ..... results as transitory. Long-term, Western remains well positioned to capture an ..... widening Midland spreads, benefiting Western over the next couple of quarters. On

    8. EPA Decision Positive for Refiners


      Wed, 7 Aug 2013

      beneficiary, with other refiners under our coverage--Marathon Petroleum MPC, Phillips 66 PSX, Tesoro TSO, and Western Refining WNR --experiencing limited impact from the rising compliance costs. All of our fair value estimates and moat ratings

    9. Western Sees Earnings Drop, but Competitive Advantage Intact


      Mon, 5 Aug 2013

      Western Refining ’s WNR second-quarter income fell to ..... differentials. Despite the weak quarter, Western Refining remains well positioned over the ..... Delaware Basins. During the quarter, Western started up its Delaware Basin gathering

    10. Refiner Valuations Look More Appealing While Each Holds Dividend Growth Potential


      Thu, 25 Jul 2013

      dividends, with Tesoro holding the most potential growth. Supporting our thesis is the increase in dividends by Valero VLO and Western WNR in the last week. We also estimate that refiners have more than adequate capacity to continue current payouts in all but

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