HF Sinclair Corporation Common Stock (DINO)

A cash cow oil stock poised for a rebound, and a logistics giant building a more profitable business.

The Energy Sector is an interesting sector and there are a lot of things we can learn from valuing the Energy Sector about investing itself and about valuation.

A look at the moves made by Viking Fund management in the third quarter, including the exits and new stakes and fund's largest positions at the end of Q3.

HF Sinclair reported a 19% YoY revenue decline of $7.2B in Q3, beating expectations. Adjusted EBITDA fell 74% to $316M. Dividend of $0.50 declared.

Looking beyond this longtime underperformer to a pair of big winners should pay off for investors.

Two weeks ago we turned to a more bullish stance, which has proved to be correct, though we still await the explosive movement out of these consolidations.

HF Sinclair reported Q2 FY24 results with revenues of $7.845B, beating consensus. Adjusted EBITDA fell 53% YoY. Dividend of $0.50 declared.

With President Biden dropping out, Donald Trump has an easier road to victory. These are the oil stocks investors must watch now.