9. HollyFrontier ( HFC) Company profile: HollyFrontier, with a $7 billion market value, is an independent domestic oil refiner that owns and operates five refineries. It also owns a one-third stake in Holly Energy Partners, an oil pipeline company. Dividend Yield: 1.34% Investor takeaway: Its shares are up 40% this year and have a three-year average annual return of 44%. Analysts give them six "buy" ratings, six "buy/holds," and six "holds," according to a survey of analysts by S&P. S&P has a "hold" rating on its shares, down from a recent "strong buy," on valuation concerns. 8. Marathon Petroleum ( MPC) Company profile: Marathon Petroleum, with a $15 billion market value, is a domestic oil refiner, with marketing and transportation operations primarily in the Midwest, Gulf Coast and Southeast. Dividend Yield: 2.41% Investor takeaway: Its shares are up 26% this year. The company doesn't have a long-term performance record because it went public in the past 12 months. Analysts give its shares eight "buy" ratings, five "buy/hold," and two "holds," per S&P, which holds a $49 price target, a 17% premium. Marathon Petroleum is projected to earn $5.10 per share this year and grow 10% next year. 7. Valero Energy ( VLO) Company profile: Valero Energy, with a market value of $14 billion, is the largest independent U.S. oil refiner and operates 15 refineries including in Canada, the U.K. and Aruba. Dividend Yield: 2.45% Investor takeaway: Its shares are up 17% this year and have a three-year average annual return of 9.7%. Analysts give them six "buy" ratings, five "buy/holds," seven "holds," one "weak hold," and one "sell," S&P says. S&P itself has a "buy" rating and a $28 price target on its shares, a 12% premium. 6. Barrick Gold ( ABX) Company profile: Barrick, with a $48 billion market value, is the world's largest gold producer. Dividend Yield: 1.26% Investor takeaway: Its shares are up 5.8% this year and have a three-year average annual return of 18%. Analysts give them 10 "buy" ratings, eight "buy/holds" and six "holds," an S&P survey shows. S&P has a "strong buy" rating on its shares with a $77 price target, a 60% premium. The company's CEO said he expects Barrick will continue to increase dividends aggressively given the bullish outlook for gold. Chief Executive Aaron Regent made the comments at an investor conference in Florida. Over the last five years, Barrick has increased its dividend by about 170%, including a 25% increase last October, to 15 cents a share quarterly.