By Paul Sankey
Published on August 1, 2025 at 4:56 PM
Client comment of the week: “I’ve received 20-25 notes from Neil Mehta (Goldman Sachs lead oil analyst) in the last 12 hours. It’s bananas”. TOTAL $TTE feedback Major Long Only: “Your math on TOTAL’s dividend yield is so bad, I want to cry”- But my point was correct! Huge cash yield, great company Major investor: You made great (positive) comments on Enterprise. Couldn’t agree more. Key here is estate management, you buy it for the …
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By Paul Sankey
Published on June 14, 2025 at 9:03 PM
* BREAKING * Major fire at Marathon Petroleum’s huge 600kb/d refinery, live situation More pressure on the Trump Administration regarding oil prices, as pump prices will get squeezed higher here; California pump prices, although not a great Trump concern, are above $4.50/gallon. With that breathless start, and rather than suspend everything on media maelstrom Israel-Iran war, in this note we resolutely take a look at our favourite gas station play, Casey’s $CASY. The underlying premise …
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By Paul Sankey
Published on May 22, 2025 at 11:15 AM
Today Airlines Happy Hour with Hunter Keay. We sent you his bio yesterday, briefly he was a the top airlines analyst on the sellside when we worked together at Wolfe Research, now he is CFO of Avelo Airlines: Date/Time – today, Thursday, May 22nd, 4PM ET Registration Link – https://sankeyresearch.com/conference/sankey-strategy-session-hunter-keay-interest-form/ ~ Tax bill is having idiosyncratic effects, beyond the deficit effect that is roiling markets as the T Bill reacts: May 22 (Reuters) – Shares …
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