Units of Sunoco LP ( SUN ) have been a moderate performer over the past year, gaining 6% while also paying a 6+% dividend yield. The stock has performed better of late, hitting a 52-week high as the benefits of its Parkland acquisition become clearer andOver fifteen years of experience making contrarian bets based on my macro view and stock-specific turnaround stories to garner outsized returns with a favorable risk/reward profile. If you want me to cover a specific stock or have a question for an article, ...

Core Viewpoint - Hundreds of drivers in Colorado are facing expensive automotive repairs due to gasoline contaminated with diesel, affecting around 1,000 drivers and at least 46 gas stations in the Denver metro area [1][2]. Group 1: Contamination Details - The contamination occurred when a shipment of diesel fuel was mistakenly sold as regular unleaded gas, which can cause significant damage to vehicles designed for regular gasoline [3]. - The contaminated fuel was pumped between January 7 and January 8, leading to widespread issues for drivers [2]. Group 2: Financial Impact on Drivers - Repair costs for vehicles damaged by the contaminated fuel can start at $1,000, with some drivers reporting bills as high as $3,200, excluding additional costs [3]. - Drivers may face financial hurdles as they might need to pay for repairs upfront, even though reimbursement is promised by HF Sinclair, the distributor of the contaminated fuel [4]. Group 3: Individual Experiences - One driver reported spending approximately $4,000 out of pocket for repairs, towing, and rental car costs after experiencing mechanical issues [5]. - Another driver faced difficulties when her vehicle wouldn't start after filling up with the contaminated gas, leading her to file a claim with her insurance provider, which would cover repairs after a deductible [6].

Group 1 - Sunoco LP (NYSE:SUN) is identified as one of the 10 cheapest oil and gas stocks to invest in, with a 2026 guidance forecasting adjusted EBITDA of $3.1 billion to $3.3 billion, reflecting expected synergies from the Parkland acquisition [1] - The guidance incorporates a planned 50-day maintenance turnaround at the Burnaby Refinery and the expected closing of the TanQuid acquisition in the first quarter [1] - Sunoco LP plans to allocate at least $600 million in growth capital expenditures and $400 million to $450 million in maintenance capital expenditures [1] Group 2 - AirJoule Technologies Corp (AIRJ) outlined a capital allocation strategy that includes a multi-year pipeline of bolt-on acquisitions of no less than $500 million per year and aims to return to a long-term leverage target of four times [2] - The strategy targets a distribution growth rate of at least 5% supported by quarterly increases, with expectations to increase distributable cash flow per common unit for the ninth consecutive year [2] Group 3 - Sunoco LP operates in the distribution of motor fuels and energy infrastructure in the United States, functioning through Pipeline Systems, Fuel Distribution, and Terminals segments [4] - The company was incorporated in 1886 and is headquartered in Dallas, Texas [4] Group 4 - Sunoco LP received an upgrade from Raymond James, with the stock being upgraded from Outperform to Strong Buy while maintaining a price target of $70 [3]

Core Insights - CW Petroleum Corp has reported its unaudited financial results for Q3-2025, indicating a shift towards profitability compared to the previous year [1][2]. Financial Performance - Revenues for 2025 are reported at $1.69 million, a decrease from $2.18 million in 2024, reflecting a year-over-year decline [7]. - The company achieved an EBITDA of $57,879 in 2025, a significant improvement from an EBITDA loss of $(26,934) in 2024, indicating a turnaround in operational performance [7]. - Net income for 2025 stands at $10,441, contrasting with a net loss of $(84,178) in 2024, showcasing a positive shift in profitability [7]. Company Overview - CW Petroleum Corp, established in 2011, specializes in the supply and distribution of various renewable and hydrocarbon motor fuels, including biodiesel and reformulated gasoline [4]. - The company is licensed to distribute diesel fuel and gasoline across multiple states, including Texas, Louisiana, and California, enhancing its market reach [4]. - CW Petroleum Corp is positioning itself as a candidate for uplisting to the Nasdaq or NYSE, indicating aspirations for growth and increased visibility in the market [3].

Financial Data and Key Metrics Changes - The company reported a net income of $86 million for Q2 2025, an increase of $18 million compared to the prior year period, driven by a $32 million increase in adjusted EBITDA [9] - Adjusted EBITDA rose by $32 million to $128 million due to higher home heating oil and propane volumes sold and improved margins [9][11] - For the first half of fiscal 2025, net income was $119 million, up $37 million from the previous year, largely due to a $34.6 million increase in adjusted EBITDA [11] Business Line Data and Key Metrics Changes - Home heating oil and propane volume increased by 27 million gallons or 23% to 144 million gallons in Q2 2025, attributed to colder weather and acquisitions [7] - Product gross profit increased by $52 million or 25% to $258 million, driven by higher sales volumes and margins [8] - The service and installation business contributed an increase in adjusted EBITDA of $1.6 million [8] Market Data and Key Metrics Changes - Temperatures during Q2 2025 were 13% colder than the previous year but still 4.5% warmer than normal, impacting heating oil and propane demand [8] - For the first half of fiscal 2025, temperatures were 9.4% colder than the prior year, contributing to a 14.7% increase in home heating oil and propane volume [10] Company Strategy and Development Direction - The company has completed $126.5 million in acquisitions since February 2024, enhancing its market presence [5] - The company raised its annual dividend by $0.05 to $0.74 per unit, reflecting a commitment to maximizing shareholder returns [5] - There is a focus on operational execution and efficiency, alongside ongoing expansion in the HVAC business [6] Management's Comments on Operating Environment and Future Outlook - Management expressed satisfaction with the team's response to increased demand due to colder temperatures and emphasized the importance of service quality [6] - The company anticipates opportunities for further investment in the summer and is focused on business development initiatives [6] Other Important Information - The company recorded a $3.1 million expense under its weather hedge for Q2 2025, compared to a benefit of $6.5 million in the same period last year [9] - Delivery, branch, and general & administrative expenses increased by $22 million year-over-year, with $9.6 million attributed to the weather hedging program [8] Q&A Session Summary Question: Any changes to the buyback program due to recent acquisitions? - Management stated there has been no change to the buyback program, which is currently on automatic pilot [16][17] Question: Are there any acquisitions in the HVAC installation servicing business? - Management indicated that the focus is primarily on distribution side acquisitions, with limited internal organic growth in HVAC [18] Question: Any changes in customers' ability to pay? - Historically, the bad debt rate has been around 3% of sales, and management noted that customers prioritize paying for home heating oil during winter [20] Question: Anticipated impact from tariffs on heating oil prices? - Management acknowledged price increases on HVAC parts and equipment due to tariffs, ranging from 3% to 15% [24] Question: Any changes in acquisition availability due to tax or other factors? - Management noted no significant changes related to taxes but mentioned a busy heating season and potential opportunities post-season [26]