Northern Tier Energy LP (NTI)

[jugs]

Western Refining (WNR) made its bid for the rest of NTI not already controlled on October 26th. NTI opened that day---prior to the announcement---at $25.12. That comes out to a mere 5.4% drop. Compare that with the energy sector as a whole and you'll see we have much to like here. Given the magnitude of things ongoing in the energy sector, I'm thinking it's highly likely NTI will not soon return at least partially to earlier levels without any further input from the Genera Partner.

Things aren't as bad as some think, I suspect. This is a market driven compulsively by frightened individuals. Give things a few days and I think the strongest picks will begin their float to the top of the brew. NTI deserves to be in that select group, imo.