Alon USA Partners, LP (ALDW)

[jugs]

Neat!

You stand to make money and that's good.

I've got about $9K coming in shortly from ALDW and I've pretty much narrowed things down to dividing my cash with about 2/3 going into NGL and the balance goes into EPD and DK. I've still got about 11 thousand ALDW which will convert to DK so I want to maintain a balanced perspective.

You might tweak your investment choice list a bit as adding a pick tends to alleviate some of the pressures resulting from a narrower focus. I normally hold 9 stock picks and now am holding 12. As the leaders of the pack leave others behind, I'll be their cheerleader for sure.

This approach weeds out weaker performers while pushing me to reevaluate all the time.