Posts on PSX

Latest ideas and analyses related to Phillips 66 Common Stock

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PSX , DINO , DK , CLMT , VLO , CVI

+30 pts



Screening for idiosyncratic winners; upgrade CLMT to Buy on renewable upside, lower PARR to Neutral on valuation

By ethonomics on Aug. 18, 2022, 5:58 p.m.
Tagged topics: analyst upgrade , analyst top pick

Views: 26, Votes: 5, Responses: 1, Attachments: 1
PSX

+76 pts



2Q22 Recap: Refining, Marketing Drive Solid Upside; Pushing Estimates Higher, TP $115

By P on July 31, 2022, 11:38 a.m.
Tagged topics: independent refiners

Views: 23, Votes: 7, Responses: 0, Attachments: 1
DK , DINO , MPC , PBF , PSX , VLO

+32 pts



Upcycle Narrative Meets Recession Fears

By mooreideas on July 15, 2022, 11:14 a.m.
Tagged topics: earnings preview , recession fears

Views: 22, Votes: 3, Responses: 0, Attachments: 1
CVE , SU , IMO , PSX , DINO , MPC , VLO , XOM , COP , CVX

+42 pts



Majors & Refiners: Raising downstream estimates, lowering multiples; see strong dispersion ahead

By ethonomics on June 22, 2022, 12:30 p.m.
Tagged topics: analyst raises estimates

Views: 40, Votes: 7, Responses: 0, Attachments: 1
COP , PSX , OVV , HAL , AR , HES , FANG , IMO

+42 pts



Still Bullish Oil & Gas Equities, But Eight Ideas Where See Outsized Risk/Reward Across Pillars

By ethonomics on May 27, 2022, 3:45 p.m.
Tagged topics: analyst top pick

Views: 39, Votes: 6, Responses: 0, Attachments: 1
MPC , DINO , VLO , PSX , PBF , CVI , PARR , DK

+32 pts



Screening for Mean Reversion: Lower MPC to Neutral After Outperformance, Upgrade DINO to Buy

By ethonomics on May 16, 2022, 5:26 p.m.
Tagged topics: analyst downgrade , analyst upgrade

Views: 21, Votes: 2, Responses: 0, Attachments: 1
PSX , MPC , VLO

+33 pts



Expect Above Mid Cycle Margins in 2022, With PSX Our Top Pick From Here

By ethonomics on April 19, 2022, 5:30 p.m.
Tagged topics: earnings preview

Views: 24, Votes: 3, Responses: 0, Attachments: 1
CVE , HSY , MCD , MDLZ , MNST , MO , PSX , TSLA , WMT , XOM , CPB , CLX , MUSA

+37 pts



Future of Energy Demand - The ripple effect of higher gas prices on the consumer and energy value chain

By ethonomics on April 13, 2022, 3:27 p.m.
Tagged topics: rising gas prices

Views: 28, Votes: 3, Responses: 0, Attachments: 1
VLO , HFC , PSX , Biofuels

+83 pts



Barclays says new Biofuels will have larger role than hydrogen and EVs in transport decarbonization over next 10 years, and it's being overlooked (deep dive)

By junkfoodlover on Feb. 11, 2021, 1:15 p.m.
Tagged topics: electric vehicles , Zero Emission Vehicles Act , Barclays , ESG initiatives

Views: 219, Votes: 6, Responses: 1, Attachments: 88