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FF, PBF, MT - oil & biofuel & getting a jumpstart on valuations

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Manage episode 493604712 series 3652823
Content provided by dalex5. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by dalex5 or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Dale talks about how PBF stock might be undervalued despite a refinery fire a few months ago. Dale also talks about how FF stock has surprisingly low cyclically adjusted valuation ratios (even as the current US administration shows signs of support for the biofuels industry), and how a stock with a few rough years in the past might quietly climb back onto value screens as old losses fall off the radar.

Verbal disclosures read from 0:22 - 1:51 .

General information and full disclosures for Dale’s Solo Investors Podcast LLC are listed here: dalex5.podbean.com

Sign up for Guru Focus: https://www.gurufocus.com/?affid=213fdcd9248dba7b149775aea75327e1 , click "Book a Demo". I get compensated if you sign up for Guru Focus through this link.

  continue reading

8 episodes

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Fetch error

Hmmm there seems to be a problem fetching this series right now. Last successful fetch was on August 29, 2025 23:08 (3M ago)

What now? This series will be checked again in the next day. If you believe it should be working, please verify the publisher's feed link below is valid and includes actual episode links. You can contact support to request the feed be immediately fetched.

Manage episode 493604712 series 3652823
Content provided by dalex5. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by dalex5 or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Dale talks about how PBF stock might be undervalued despite a refinery fire a few months ago. Dale also talks about how FF stock has surprisingly low cyclically adjusted valuation ratios (even as the current US administration shows signs of support for the biofuels industry), and how a stock with a few rough years in the past might quietly climb back onto value screens as old losses fall off the radar.

Verbal disclosures read from 0:22 - 1:51 .

General information and full disclosures for Dale’s Solo Investors Podcast LLC are listed here: dalex5.podbean.com

Sign up for Guru Focus: https://www.gurufocus.com/?affid=213fdcd9248dba7b149775aea75327e1 , click "Book a Demo". I get compensated if you sign up for Guru Focus through this link.

  continue reading

8 episodes

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