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  • Koheleth commented on Nelson Hsu's article 13 hr ago
    Think Twice Before Following Warren Buffett Into Phillips 66
    Berkshire Hathaway has disclosed a $4.5 billion stake in Phillips 66 (PSX). Phillips 66 is organized into four operating segments: Midstream,...
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    Koheleth 08-31 10:20
    • There are simpler reasons perhaps for Buffett's (or his lieutenants') purchase: rising dividends, rising book value per share and share buybacks. 

      And PSX does seem to have better gross margins compared to its peers (at least compared to Valero, if that is a fair comparison) - although Valero is cheaper, so maybe it has more room for growth. Sometimes you do better with second best. 

      Maybe that's worth further analysis. 

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