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Stock impact report

HF Sinclair: Peak Cycle Might Be Here, But Shareholder Distributions Likely To Continue [Seeking Alpha]

HF Sinclair Corporation (DINO) 
Company Research Source: Seeking Alpha
DINO is rated a buy due to attractive valuation, aggressive buybacks, and a 10% market cap distribution yield, with upside potential from rising oil prices. Refining remains the core segment, but marketing, lubricants, and midstream provide reliable EBITDA, while renewables remain a drag on profitability. Management's focus on expanding branded gas stations and disciplined capital allocation underpins confidence in sustaining $1 billion annual shareholder returns. eakgrunge/iStock via Getty Images Investment Thesis HF Sinclair ( DINO ) is a well diversified business. Most of the earnings come from refining, but it has created some considerable earning streams from both marketing, that being gas stations but also midstream. This creates strong This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this artic Show less Read more
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