In this edition, energy analysts Joel South and Taylor Muckerman talk about CVR Energy (NYSE: CVI) which makes came in as our No. 1 top-performing energy stock in 2012.
While the general dynamics of mid-continent refiners, cheap access to WTI crude, help CRV Energy gain more than 145% YTD, the story starts with Carl Icahn. The famous activist investor purchased an overwhelming majority of the company in May, pushing the share price up over 30%. After putting his stamp on the company, Icahn watched as the CVR Energy moved higher as the company's crude refiners and the company's MLP, CVR Partners (NYSE: UAN) performed at historic levels.
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