Alon USA Partners, LP (ALDW)

[jugs]

OK, so there's nobody here. I get it, really.....I do. But how I wish others could recognize what's going on here.....

This is simply a "rolling churn." One day we see NTI drop a dollar or so only to climb back up but rather unobtrusively as though secretly planned to remain under the radar. Ditto CVRR which got a great upgrade today from Barclays, a really good prognosticator when it comes to anticipating price targets yet to occur.

Well, today it's our own little ALDW---down $1.18 right now, thirty-five minutes into the trading session. I've been buying at $23.85 and will now reach for more.

Sensing we're in for rocky times over the next two to three weeks, I'm determined to remain at least 15% liquid in the form of dry powder. That said, units of ALDW I pick up today will be available for resale when I'm able to make a couple of dollars per unit---before it goes ex-distribution next month. In this fashion I should be able to replenish my cash position.

I have a hunch ALDW is down today because it was the right time for it to be so. Oil is down and some folks assume that all things oil related will be hurt. Silly? Not the case. Today's upgrade focused on CVRR follows similar comments involving NTI. The laggard is ALDW. I'm betting someone is going to issue an upgrade on ALDW and it will probably shoot up to $25 quick as a wink but maybe to $26 and above. At these prices, I'm feeling mighty comfortable.

I hope others are seeing this for what it is. I'm smelling opportunity!