Northern Tier Energy LP (NTI)

[jugs]

I could not agree more.

The only question I have is this:

If oil stages little to no recovery between now and mid-February, I could see ALDW and CVRR dropping more than my predicted 20% in which case the Spring recovery might outdistance that second payout from NTI. I've already got a sizable cap. app. gain in ALDW which I've held since the WNR threat came up publicly. I'm seeing a rinse and repeat process in ALDW much as I did in NTI earlier on. I'm also leery of the rush to get out of NTI when WNR prevails. A fellow could lose a lot of earlier gains playing rushing-rue-let.

Your thoughts?