CVR REFINING (CVI)

[jugs]

Good stuff you posted. VLO was interesting yesterday, falling so steeply. I maintain a screen daily covering eleven refiners. VLO was clearly the dog of the bunch. Both CVRR and NTI fell into my happy-range and I took advantage of the opportunity to add in both.

I, too, appreciate the hi-yield opportunity. I see virtually no downside risk thanks to the higher than typical yield. Even a 10% cut would leave CVRR attractive enough to risk ownership.

Nice to see you here, Pete. MLP's don't ordinarily house drama sufficient to maintain interest in a discussion board and CVRR is hardly out of the ordinary except for the Icahn influence. NTI is a like example. Too bad there's no board embracing both stocks and perhaps a few others of similar design. I don't know how it would be received but a board devoted to high yield plays in the o & g arena might stand a decent chance of garnering interest.