Alon USA Partners, LP (ALDW)

[jugs]

In looking at ALDW's rather insignificant rise thus far today--- now at 10 cents above yesterday's close--- I'm going to sell a thousand units, possibly twice that number. I have 25,500 units of ALDW in all so I'm hardly losing faith in this stock!

Bringing in some of the gains of more than $3 per units of ALDW isn't even part of my thinking, I've come to realize in the past few moments. Rather, it's the combination of being able to add NGL at an insanely low price while using some ALDW profits but it takes money to do it. So I'll be trading in some ALDW to exchange for NGL. And with a couple of months to restore whatever number of ALDW units I sell, I'm betting I'll be in better position to restore my current position sizes with some gains pocketed.

For now I've got to place NGL at the top of my hit list.

More as we go forward.