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TTNN Amazing fundamentals (Epic DD) MUST READ
Bank of England leaves policy unchanged, says rates to stay high for ‘extended period’
Bank of England: The MPC voted by a majority of 6–3 to maintain Bank Rate at 5.25%.
Sell stocks purchased in pandemic or keep for dividends
The Bank of England has increased rates to 5% from 4.5% - the 13th increase in a row.
2023-05-03 Wrinkle Brain Plays - In the style of Olde English
Insider Trading Weekly Update #034: Kimbal Musk Sells ~$20M in Tesla, 4 Apple Execs Cash Out $41.3M | Insider Trading Recap
MGY: Golden opp to rake in some Serious dough
The Bank of England was not deterred by the banking crisis and raised interest rates by 25 basis points as expected
California to empower oil company watchdog to monitor gasoline prices (NYSE:MPC)
Marathon Petroleum raised to Buy at Mizuho on stronger refining outlook (NYSE:MPC)
Marathon Petroleum targets 2023 capital spending dropping to $1.3B (NYSE:MPC)
Hedged long call to spread that has no money in the deal!
BoE set to further delay quantitative tightening until gilt markets calm
2022-10-11 Better Tasting Crayons (Mathematically derived options plays)
2022-10-04 Better Tasting Crayons (Mathematically derived options plays)
Bank of England pivots and starts doing QE back
Bank of England pivots and starts doing QE back
Bank of England hikes interest rates by 50 basis points to 1.75%,warning the UK economy faces a long recession
Just got my first gains from BP and MPC calls I feel like I belong here
What is your guy’s opinion on BP and MPC earnings reports?
Are oil stocks still the move?
Stop calling the Fed hawkish: interest rates are at historic lows, while the Zimbabwe central bank is hiking rates to 190%.
Economic News for the Week of 6/20. New and existing home sales, UK CPI, Crude Inventories, bank stress test, and papa powell
Economic News For 6/20 - 6/26. British CPI, Powell Testify, Existing and new home sales, Bank stress Test Results, & More!
Bank of England hikes rates for the fifth time in a row as inflation soars
Duh Bank of England ‘duty bound’ to trigger recession to curb inflation
US stock Z series---ZIM: One of the world's largest container shipping companies with a dividend yield of up to 30%. What do you think of this stock?
Why are gas companies invested in Russia going up but gas companies not invested in Russia going down?
Why a gas companies invested in Russia going up but gas companies not invested in Russia going down?
How do you feel an energy heavy portfolio will hold up during these trying times?
It is starting to look very likely that Russia will indeed invade Russia. How to make money off of it.
OSEBX/Euronext growth - the Norwegian stock market
ELI5: I just receive a packet in the mail of an “offer to purchase for cash” by a stock I own
Marathon (MPC) buy back thoughts??? What are your opinions about this?
Anyone have some DD on MPC Container Ships $MPZZF?
Mentions
I bought into Valero and MPC precisely for this reason about 3 weeks ago. The problem I ran into is that I bought the peak, and got screwed on the dip. Even after today's bumps, I'm still in the red. Buuuuut that's not necessarily an issue. Oil is cyclical, and when the market as a whole recovers, the bumps from newfound US access to Venezuelan crude will send MPC and VLO skyrocketing imo. I'm in these companies longterm now, and gonna keep buying. Really solid bet.
Bullish. You never know what the current admin will do, but it appears as though they are going to lift sanctions and allow Venezuelan crude imports. Chevron is currently positioned with production in that country. Additional markets (i.e. US) will drive the price of that crude up and will generate more profit for CVX. It's still too early to tell, but that is the best guess right now as evidenced by the bounce seen by CVX, MPC and others.
At this moment, $HAL +13% $CVX + 10%, BKR +10%, $SLB +12% $VLO +10%, $MPC + 10% $COP +8% $SOC +6% By the time the news hits its always too late.
Yeeeeaaahhh I didnt buy enough CVX and MPC :/. When CVX dipped below 150 I’d pick up a share or two if I had the cash but most of my excess money is going to hurry up and pay off my car loan early so investment cash is limited right now :(
Was in XOM and MPC pretty heavily and they are ripping
What’s the market angle that actually trades? * Oil: Venezuelan crude is heavy/sour. U.S. refiners can process it, but throughput, margins, and contract terms decide outcomes. A quick gasoline glut is unlikely; diesel/asphalt effects are more plausible. Near-term watchlists: refiners (VLO, MPC), services (SLB, HAL), integrateds (CVX). * Gold: Above-ground Venezuelan reserves are limited; new mining is slow. Hard catalyst for a gold crash is weak—uncertainty often supports gold and miners/ETFs. * Geopolitics: This looks more like U.S.–China pressure than pure commodities. Expect higher risk premia, defense names bid, and swings in rare earths/critical minerals on export-control narratives. * Power/AI: Backup generation demand is real, but fuel logistics and capex are multi-quarter. GNRC/CMI can benefit from deployments; it’s not an overnight fix for the grid. Bottom line: price in more volatility and be selective across energy, defense, and equipment instead of assuming a clean “oil flood” or a gold collapse.
Valero and, to a lesser degree, MPC, are top picks imo. Absolutely zero risk, guaranteed upside, no downside.
XOM CVX MPC COP calls
But **have** I made a bad trade? MPC is nowhere near its ATH, last year's graph looks like it was drawn by a toddler (so the potential for fluctuations seems very real) and I don't fully understand why my geopolitical analysis has backfired. The US-VE conflict will end with US gaining premium access to VE heavy sour crude, which benefits MPC much moreso than any other US company, except maybe Chevron. I'm hoping to understand this isn't materializing in the stock price, but quite the opposite, it's going the other way.
Thanks for the comment. If I may, considering this has dipped 20% in the last month, you reckon this is still a hold/DCA, or should I cut my losses? I'm trying to get some guidance on how to proceed. Because the fundamentals of the company are the same, the crack spread is at an ATH (I was actually reading that this might be part of the issue, that it's near peak so the market doesn't see any potential uptick in margins anytime soon), and the demand for MPC's core products isn't down, despite the demand for crude being down.
MPC is dipped asf, for no great reason either. It's a solid company with a great history and solid track record, set to benefit from the conflict in Venezuela no matter which way it goes.
I'm long on XOM and MPC. One up stream, one down.
Can someone please explain to me why recent factors have pushed the MPC stock so far down? I decided to bet pretty big on it because, after doing some research, it turns out that it has the best position in the market to profit from a US-Venezuela deal which grants the US preferential access to VE's sour, heavy crude. It's primarily a refiner, not an extractor, so the prospect of increased supply should affect it positively much moreso than the lower prices should affect it negatively, because the margins stay the same, right? Presumably, the price of both crude and processed oil products go up and down hand-in-hand, which means that when the price of crude goes down, companies like MPC can buy it cheaper, then refine it and sell it cheaper. When it goes up, they buy crude more expensively, then sell the end product more expensively. But their margins from refinement should stay relatively similar regardless. And yet the stock has tanked dramatically in recent times. Any thoughts please?
I didn’t get it at that scale but I wished I did. Got in at $3.75 and sold at $23 for MRO. bought MPC at $17 and sold at $95
Shorting this $DK..its aoil refiner and it can go green like $VLO $MPC
I have a question for you more seasoned investors. I'm new to the markets, but I have a geopolitics background, and here it is: If the US does attack VE and enacts regime change, I would assume that one of the main beneficiary would be the Gulf-based heavy sour crude refineries in the US, as the new regime will almost certainly have to sign away drilling and oil rights to major US oil companies. Now, MPC is one of the few (and I believe 2nd largest) refiner of heavy crude oil on the gulf coast, and it is the company which has been expanding its infrastructure the most, in order to increase processing power. Does this sound like an attractive investment for you, or am I just hallucinating correlations between geopolitics and finance?
Everybody go dig through your fathers shoeboxes in the attic. MPC series 481 5 cent paper notes are selling on eBay for $20. Literally worth more than an original charzar LMAO🤌🤌🤌
The genesis of fake internet shit coins was the MPC Series 481 paper notes used exclusively at US military bases post WWII LMAO🤌🤌🤌
Data infrastructure: VRT Satellites: GSAT and PL No brainer: JPM Covid buy: MPC Next up? Entered ABSI and RXRX today on the heavy heavy dips, entered NRIX back in April. Biotech / drug discovery has been walloped, but these 3 have things going for them. High risk obviously / not investment advice
Ok I'm convinced that this sub is completely fucking regarded and would rather spout dumb shit theories than look at actual numbers. As it stands, Venezuela produces less than 1 percent of the oil globally. .8 to be precise. IF the USA invades Venezuela (and that's a pretty big IF) you may see a price spike in oil due to speculation, but it won't last long term. The volume could be replaced almost immediately. Here's the kicker, the type of oil that they produce is a bit unique. It's heavy, high sulfur crude, so if you were gambling you'd want to invest in VLO MPC or PSX. They are refineries that are designed specifically to process heavy-sour crude. Their input costs wouldn't go up by that much, but diesel (their output) would go up significantly. So those companies would get some pretty big profits from a supply squeeze of heavy crude.
Oil prices impact it but more so expenses, cash flow and debt. Oil prices move around a lot but if a company doesn't show its getting a grip on its expenses and debt their stock will go down. MPC just took a 10% hit on earnings day because their turnaround expenses were higher than forecast. Nothing to do with oil prices despite them being a big refiner.
Would rather go with MPC calls next week
RTX, VLO, MPC all up, VZ invasion coming to save the economy.
Your crypto deserves top-level security: ➥ MPC cryptography ➥ Hardware isolation ➥ CCSS Level 3 Certification ➥ Insurance coverage on all assets Sleep easy knowing your digital wealth is fully protected with CoinDepo
I think most of us investing in KSS think it's a value play based on CRE being dramatically undervalued due to being attached to a retailer. You might want a turn around and I am actually hoping for one BUT you can buy companies for intrinsic value; Warren Buffet made cigar butts really popular for example. Their value is looking like it is potentially fair for the retailer arm of KSS but the CRE is not being considered. We have had this happen alot and I think the best way to phrase it is O&G companies having to spinoff their pipelines. MPC is still somewhat plagued by owning the majority of MPLX because their pipelines debt is MASSIVE and a big negative for a refiner/producer BUT a nothing burger to a pipeline/transportation company where it is expected. For example, current cap rates for buildings like KSS are 6.5 +/- 1 right now. So buyers are willing to pay \~15x to 16x the underlying rents of a KSS building since their NNN leases. IF a common KSS store is 80k sq ft and rents for $8/ft/yr that's $640K rent a year. At a 6.5 CAP that building is worth $9.846M and would be picked up by investors pretty quick(or spun off into a REIT or a lease-back pretty easily). [Michael Dell is famous recently for buying radio stations](https://finance.yahoo.com/news/michael-dell-just-profited-fcc-142018100.html?guccounter=1&guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvbS8&guce_referrer_sig=AQAAAKd8EwUShfXPeOACltX5uXvlP8tZP17-gjXuBFX3nKDP3PyWoMCJ8iIHDzyo2uQctY0ms4NtAuqtk0J9F_r1Hspx9hbBz1ZEvNg6EsN7jZZ6CRzdOBWqsInbg0O4Zj4fOueo-tzNATaKPTEDZYWiVgt9vrCCAdemEDB8lu19NxMp) and their corresponding spectrum for pennies. From a traditional investor business model, they were bad purchases. From a spectrum rights side, it's invaluable. Turned $90M in unwanted "junk" and sold for $441M.
I’m cash poorer than normal, if I wasn’t that’s a candidate where I’d put a small amount on long calls just incase a hit. My investment strategy is generally bulk in deep value plays that have generally good dividends(think MPC, ET, MPLX, EPD since COVID) with about 20%-30% of portfolio doing asymmetric bets. This is one of the most asymmetric I’ve seen. Others are usually puts against the market or AAPL or STLA or similar and calls on GLD or SLV or similar.
You mean the anti-corruption campaign dealing with a billionaire crime boss? [that even Wikipedia details? ](https://en.m.wikipedia.org/wiki/Anti-corruption_campaign_under_Xi_Jinping) How many people participate as members in the communist party of China. It's a significant percentage of people who are active members not just voters. How many people vote in L/MPC, RPC elections? There are no internal groups or caucuses within the CCP? It's just so interesting to see these things boil down to some assumption that people cannot have democracy outside of the US and EU. It's very interesting. I wonder what means Americans would have to stop Donald Trump now that he's actively overriding the legislative and judicial branches of government.
* COST instabuy, I believe we will have a trend of cooling inflation followed by cuts and continued strong fiscal spending and inflation will come back. Nothing super scary and serious but modest and sticky. COST and WMT will provide the best value and continue to crush competition. * NVDA a growth monster with 24 PE, it's ridiculous firesale at this point. You have to believe world is ending and CapEx is coming to a screeching halt to not buy here. Despite all evidence to the contrary. * MPC I'm staying far away from crude. Oil prices will keep coming down very slowly as "drill, baby, drill" becomes a reality both in the US and globally. Idk what oil bulls are thinking. All we literally see is higher and higher production records. * AVGO and MRVL will probably both do well (AVGO more solid) but I just prefer the slamdunk NVDA instead. I like easy money not hard money.
opinions on **COST (Costco) –** * **MPC (Marathon Petroleum) –** * **NVDA (NVIDIA) –** * **AVGO (Broadcom) –** * **MRVL (Marvell) –**
MPC with a casual 3750% earnings beat
We dont exactly know how the MPC deal is put together - are they paying the whole deal up front, are they rating into it, are they borrowing money against assets to pay for it or are they just taking it from their cash reserve. Id like to see some more clearance on that. Furthermore, the money they got/get from the vessel sale - are they reflected in the current reports? Thats also pretty important to get a more accurate overview i think.
Based on my analysis, targeting refiners with high exposure to heavy sour mexican and Canadian crude that are mostly landlocked, in red states - Marathon [MPC] and HF Sinclair [DINO] In my modeling HF Sinclair experiences a significantly higher reduction in operating income (19.58%) compared to Marathon Petroleum (4.94%) due to its greater reliance on Canadian crude and less diversified sourcing.
I bought LULU, MPC, CELH, UBER, NXT, and ASML in my Roth IRA. I'm down like 15% this year in that account. My regular brokerage account which is mostly VOO, MSFT, VONG, and QQQM is up around 30%. I'm still up a decent amount but I wish it was in my Roth IRA.
I made a killing on MPC but had to sell due to this. Wtf??
> Anything interesting as far as value goes? Obliterated large cap biotech (REGN, BIIB), European luxury (primarily the highest quality - LVMUY; a lot of the rest is a hope for an uncertain turnaround in things like Burberry and Kering), alcohol (REMYY, DEO, etc), refiners (MPC, VLO - although less so than a couple weeks ago) and some Canadian stuff (Stella Jones down close to 30% recently and some insider buying - https://pbs.twimg.com/media/Gc8kZGnaAAQTMO0?format=png&name=900x900)
MPC is why my entire portfolio isn't red 
Short oil services went too high too fast $BKR $MPC $TRP $KMI
FOMC expected to cut today. MPC expected to cut today. NPC expected to increase liquidity this week. Only long/ calls are on the table for now.
Buying CP on a decline that I understand but I think is going to ultimately be unwarranted. MPC also a name with a moat trading at a single digit p/e that I think will be a beneficiary in this environment. About 8.5B-ish in buyback authorization.
Thanks! Agree; there's nothing that I'm really seeing that's on the level of obesity in 2022 or anything AI related (semis, utilities/industrial AI names last year, etc.) The only thing that seems compelling are a handful of high quality businesses that are out of favor and reasonably valued (MPC an example, Couche Tard in Canada kinda interesting near a 52 wk low in the midst of trying to buy out 7-11 parent co) or things that have run into issues lately and are way oversold (REGN), but that's a basket of small/er positions, not something that winds up being one of the larger holdings in the portfolio. "I appreciate you writing out the response " No prob. Honestly, I'd love for more things to be some degree of "forever holdings" - that sort of gradual, 5-10 year ramp of something that's working and you don't have to think about that much - but feels more and more like today if something's really working it becomes this sort of 2-3 year pile on that eventually gets overextended and escalator up/elevator down. Or something gets ahead of itself and then has a muti-year consolidation period. The only places where that doesn't seem to happen as much are the places many don't look: biotech (which is definitely higher risk and very volatile but there are high quality biotechs that have done consistently well over the last 4-5 years) and foreign stocks like all the various UK/Europe roll-ups (Lifco, Judges Scientific, InvestorAB, Addtech, Lagercrantz, etc) that just consistently deliver most years without that much fanfare.
anyone think MPC is a good buy right now?
Yes. $MPC, $PSX, and $COP would all be good buys here.
Thank God I sold MPC yesterday
Did you see MPC today?
the largest refinery in North American is own by $MPC. Weeklie PUT or CALL though is the question.
Buying refiners off crude # $MPC $VLO
Today...not much. EVVTY is still really cheap. This will either re-rate or be a share cannibal. I already have a decent position in this one and recently added. VITL is high on my buy list. Not a smoking deal, but I do think it's cheap. ODD is an odd company, but I think it's super cheap if I can figure it out more. Some energy names are decent too. MPC is a big one I own that just keeps shrinking the share count. CNQ is a great Canadian oil name. HLDR is one I'm watching on a whole, but it's really cheap. Probably not for the faint of heart though.
I used all my dry powder to buy 3 more shares of NVDA on friday.. The other $350K? Fully invested pretty much always ,, Weak hands get shaken outta the tree.. Long LEAPS and stock NVDA GOOG MPC UBER CAVA AMZN COF XOM AMGN TOST
MPC earnings: Second-quarter net income attributable to MPC of $1.5 billion, or $4.33 per diluted share; adjusted net income of $1.4 billion, or $4.12 per diluted share. Adjusted EBITDA of $3.4 billion and net cash provided by operating activities of $3.2 billion, reflecting strong operational and commercial performance. Advanced Midstream growth; $1.6 billion segment adjusted EBITDA in the second quarter, up 6% year-over-year, focused in the Permian and Marcellus. MPC received $550 million quarterly distribution from MPLX, demonstrating the value of the strategic relationship. Returned $3.2 billion of capital through $2.9 billion of share repurchases and $290 million of dividends. Keep in mind....that $2.9 billion buyback is in one quarter, on a ~$60 billion stock. So they purchased nearly 5% of the company in a single quarter. Kinda puts Apple's "legendary" 3% buyback authorization to shame. Large numbers are deceiving.
MPC's are sick I used to dibble and dabble a bit awhile back. Look up Turkman Souljah 17 on YouTube. Or 9th Wonder rhythm roulette. Both guys are savage on the MPC
MPC can create everything and anything
Are you going into hip hop now or what? I kind of assumed from the MPC comment
Swedish Investor. INTC virtually back to zero down from up almost 40% (average price at 32) SSAB -18% (avg price ~6.5$) down from ~8 to 5.4 this year. Offset by MPC Containerships up 45% and Investor up ~30 also Dädecided to jump into SAAB after their split and only up about 17% but their YTD is almost up 60%. Looking at opening a position in AVGO and buy more GOOG to increase my exposure to tech a bit more outside the exposure I get from my index funds.
Agree that a lot of things are priced the way they are for a reason. Too many people last year on here tried to be contrarian and avoided what was doing well - instead buying PYPL, CVS, etc.) "How could CVS go any lower?" and then they go down another 20% after a horrible quarter. Do I think anything is an example of a good deal that's actually a good company? Not much. MPC is still an example of something that I think is reasonable, well-managed, has a strong moat and is returning a lot of cash to shareholders.
Now, that's a buyback to get excited about! Right after I bought MPC back in 2021 they bought back about 25% of shares in about 6 months. Epic.
Go balls deep in TSLA calls. They are going all-in on RL/ML unlike other regarded robotics companies that are like “let’s write a million if statements and use shitty MPC”
Wouldn't be surprised. Inflation in the UK is 2.00% but the MPC refused to lower rates from 5.25% before the General Election. Said they will most likely lower them the first meeting after the GE
 Calls on Akai MPC 
I think a recession directly caused by a refinery supply chain crisis would be lead to a massive differential in equity performance between refiners and the market. Like +40% year for MPC, VLO, etc., -20% for the rest of the market. Like what happened with shipping container stocks in 2022. But whether they want the goldilocks is irrelevant, my point is supply in refining is uncomfortably tight and a 1-2% increase in the US barely makes a dent in that fact.
The real G’s know the MPC of deez nuts
IQV, WSC, MPC a few examples but even those are fairly small holdings at this point. There are a number of things that I'm finding interesting as smaller positions and maybe could be medium ones over time. I would like to find at least a couple of new holdings worthy of being made more significant holdings but just not finding anything lately in that category.
Canada yesterday. ECB today. MPC two weeks. US... next week?
I'm looking to trim what has done well this year and particularly AI beneficiaries - utilities like VST that are up 175% YTD; I have no idea where that ends but it isn't sustainable. If I had to invest at this point I'd rather look to add to quality names that haven't done as well lately - MPC, WSC two examples.
> I’m just looking for large cap companies in a long term up trend with healthy fundamentals. I don't disagree with this at all. I also look at 5 year charts and look for companies where I think there's been an uptrend but where I think the fundamentals are present for that uptrend to continue. "What has done well and can continue to do well?" And for me that's looking at the businesses themselves, researching and trying to determine if fundamentals can continue to be sustained/if something has gotten ahead of itself. Personally, I think lately a lot of what I've looked at that has done well increasingly goes in the "ahead of itself" bucket. On the flipside, I do have an issue with the view that I often see that everything down a lot is worthwhile and should bounce I definitely don't agree with either. A lot of things that are down a lot have headwinds that aren't going away any time soon/are cheap for a reason/are value traps. A fraction of what hasn't done well this year is worthwhile and there are some quality companies well off highs. I think MPC is an example of that. Trucking is going through a rough time - ODFL well off highs - not cheap but rarely has been. ULTA is a volatile name any time there's worries about demand/consumer but I think - especially with Target calling out beauty as a rare bright spot right now and ELF up about 25% after earnings - concerns became overdone. WSC is a smaller name that imo is a high quality business/great management/dominant market share where the selling is overdone. I don't find all that much compelling right now, but am looking at some things well off highs. The things that are doing well have done so well that I am either not interesting in owning more things associated with that theme or considering trimming.
Just drive the extra 5 miles to a different store. So… calls on MPC.
Interesting thesis. I've been holding MPC for a similar reason: we're not building more refineries. For what it's worth, I've been eyeing CNQ. I think the Permian is leaking in its oil production and CNQ has a 30-40 year deposit of known reserves they can tap with very little investment. Looking to add around $68-70.
Buy more ALCC!! And i suggest you watch CAVA and MPC
MPC earnings: First-quarter net income attributable to MPC of $937 million, or $2.58 per diluted share; adjusted EBITDA of $3.3 billion Net cash provided by operating activities of $1.5 billion; safely and successfully completed largest planned maintenance quarter in MPC history, including at four of its largest refineries Advanced midstream growth strategy, with new processing plants in the Marcellus and Permian basins and acquisition of Utica midstream assets; MPLX distributed $550 million to MPC Returned $2.5 billion of capital through $2.2 billion of share repurchases and $299 million of dividends Announced additional $5 billion share repurchase authorization, further demonstrates commitment to return of capital, which has totaled $35 billion of total capital returned since May 2021 Note, that $35 billion figure is half of its current market cap. This company is an absolute share cannibal. It bought back over 3% of its shares this quarter.
Tomorrow is my big day. UFPT is supposed to report (though they tend to be a little erratic with actual timing). I hope they provide more information on the ISRG deal. Also, Hammond power is supposed to report again. MPC rounds it out.
UP 402.96% currently got MPC in my oil, no options just straight stock
Fr, PAA, MPC, XOM, USO all jumped
I'd want to dig a bit more, but with all 3 being oil related companies, I'd have to ask why them and not BXC, PSX, TNK, or MPC? If I had to pick from the list of 3, I'd probably go with PAA, but you could flip a coin.
MPC what is fucking wrong with you
MPC 
MPC why are you doing this to me 
And MPC 
Yup I’m in MPC and VLO, will buy any dip in the morning
Anyone doing calls on MPC for tomorrow?
Options are too volatile in this moment. Better to buy the underlying stock…. I opened positions in PBF, DINO, MPC, MRO, SM, EOG, APA, DVN, PXD
Entered positions in XOM, PXD, SM, DINO, PBF, APA, DVN, MRO, EOG, MPC
This is a pretty-sounding story you have pulled straight out of your ass unfortunately. There are 1000 ways for the market to adapt to reduced Russian refining capacity, and betting that MPC may benefit from that is a pure gamble. If your mother were to suddenly stop handing out cheap handjobs, that doesn't mean that Sally across the road will get all her customers. Your sister could step in to fill the demand. Now how far will your buy on Sally take you? To continue with this analogy, if you expect your mother to start handing out cheaper handjobs again, then instead of shorting Sally (MRO), which likely is hedged and has employed various methods to mitigate a price drop, you are better off betting on a long term commodities short. <3 my iq is 84.
Here's a summary of the post, focusing on investment strategies: The Conflict's Impact * Ukraine's drone attacks are significantly damaging Russia's oil refining capacity. * Damage to refineries is hard to fix and has a lasting impact on oil prices. Investment Opportunities * Refiners will benefit: Reduced global refining capacity will boost profits for oil refining companies. * Focus on pure refiners: Invest in companies focused solely on refining, not both drilling and refining. * Marathon Petroleum Corporation (MPC): A good long-term buy due to its pure focus on refining. * Marathon Oil Corporation (MRO): Short-term puts (expiring in late June) on MRO are a potential play for several reasons: * OPEC may increase production once they realize Russia's output is limited by the war. * A war resolution would lead to Russia flooding the market with stored oil. Important Note: The author is not a financial advisor. This is their speculative opinion. 
These are my current positions: PBF, DINO, MPC, SM, PXD, EOG, MRO, DVN, APA.
Yes. Also buy some selected stock like PBF, DINO, MPC, MRO, SM, EOG, DVN, APA, PXD (which will soon merge with XOM btw)
Nice pick-up! I remember looking at it at $50 and just not being sure....sadly. However, I totally agree. I have a few names that are heavy into buybacks and I'm actually happy when the price goes down (or up) because I know I'm winning either way. EXP, MPC and MUSA are like that. Honestly, BLDR still doesn't look that expensive either. I haven't looked at it in awhile because it ran so much, but 15x earnings..... pretty cheap honestly.
$PSX $VLO $MPC 
How do you think a war in the Middle East will affect oil prices? what are your thoughts on the effects this might have on US energy stocks, specifically MPC and XOM?
If it helps, I have two picks. CNQ and TPL. CNQ is a Canadian producer with such low costs that they were even profitable in 2020. They also have incredibly long lived wells, sometimes 20+ years, so their capex is very low. Also, there's a new pipeline opening up so they're going to start getting a higher price for their oil. [Here's](https://podcastaddict.com/long-term-investing-with-baskin-wealth-management/episode/172780613) a nice breakdown. TPL is basically a royalty company. They own a ton of land in the Permian Basin with no debt. They just lease out their land to oil companies and collect royalties. There's been some shareholder drama, but it's just an absolutely gaudy business. [Here's](https://open.substack.com/pub/specialsituationinvesting/p/texas-pacific-land-847?utm_source=share&utm_medium=android&r=23ti9i) a nice summary. I've been hoping to buy either, but oil has run so hard lately I haven't had a chance. I'd probably go CNQ first. Next pullback.... I also own MPC, which is an amazing performer, but it's a refiner so not as directly influenced by oil prices.
Isn't it an industry inside joke that you can tell which clients are morons by what advisors buy for them? It contains the standard AAPL, DIS, KO, MPC and CSCO.