In this edition, energy analysts Joel South and Taylor Muckerman talk about HollyFrontier (HFC) and detail the extraordinary year the company experienced in 2012.

HollyFrontier's 85% year-to-date stock price appreciation came on the heels of cheap WTI crude feedstock, which supplies all five of the company's refineries. HFC also reinvested its excess cash flow to increase refining capacity in addition to building storage capacity, which should supply the company's access to cheap feedstock moving forward.