Northern Tier Energy LP (NTI)

[catdaddyrt]

guts or nuts lol paving jobs still go on but the volume of production drops off due to temperature drops - we still pave but short days sometimes 6-7 hrs compared to 14-15 hr days in warm weather - this true for all of us in this market so demand falls quite a bit Dec-Feb. then in windy March we open it up - this cycle goes with your timing on not buying the winter months. I have to move this money here as I am too busy to make all the trades that are possible but I have made some good ones here. My plan is I hope to see the very pull backs you talked about on the other board and then take what ever payout I get in the winter and wait for appreciation and larger divi's. I can't bring myself to buy ALDW right now at near 2 year highs. CVRR has room to run over 25 where I feel in ALDW does not till next year. I hope CVRR drops like a rock after x date I will be there.I know you like doing exactly opposite of where I am going but if I follow through with my game plan, lets see how it pans out into next summer - I think I will be happy without having to bird dog my holdings. I try to make some swing trades along the way. I used to do it a lot but I am just too busy at work these days, which is a blessing in itself.