looks like if ya add the parts here cvi is bout 30% undervalued. with at least a 5.8% garentee and most likely several 10% specials if I cahn does what I think he should. I don t think he ll want a bunch of cash locked up when he can use it to bug the #$%$ out of others
king your rite vlo is up but over there they tell ya what you have to do. just look their div is .80. here we can decide what to do with our money it s 3.00 here. I like havin my money. also I believe there will be many specials or just another one of a couple bucks a quarter would be ok . cvi does nt own any hard assets only shares In two mlp s so there is no reason for them to hold cash correct. unlike vlo that takes it all.
i ve learned kinda not to jump off a cliff cause everyone else is. I don t care for vlo cause they got to much stuff cookin at a time this one here has 2 things fertilizer that I believe will pay 60- 75% off the dividend and a really nice refinery that we hold 120 mil shares of. with that I am comfortable seein what I got instead of trustin vlo s ceo s . but if I m wrong so be it I really think that 62 was very low and this price here is a gift. good luck king