Although we don't believe in timing the market or panicking over market movements, we do like to keep an eye on big changes -- just in case they're material to our investing thesis.
What: Shares of oil refiner CVR Energy
So what: Citing sustainable discounts and low balance sheet risk, analyst firm Dahlman Rose just started following CVR and rival Delek US Holdings
Now what: Don't cry for CVR shareholders, though. All things considered, the stock has gained 73% over the last six months and 150% in the last year, beating nearly every sector rival except refinery operator Western Refining
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