Alon USA Partners, LP (ALDW)

[ponderosaTX]

I signed up for InvestorsHub based on the post by jugs on the Yahoo message boards, which have really deteriorated over the past decade. In contrast, InvestorsHub looks active and serious. I trade very little (which has served me well in the past) so my inclination is to stand pat regarding my position in ALDW. I loathe paying capital gains taxes so I am particularly reluctant to sell winners. Rebalancing holdings in taxable accounts strikes me as a very bad idea. ALDW is not currently a winner for me but I like the fundamentals of the domestic oil and gas industry. ALDW has been my worst performing holding in this sector but the prospects for domestic refineries are admittedly a bit murky at this juncture and visibility on ALDW is particularly weak given the Delek takeover. My other major oil and gas investments (OKE, CHK, CHK bonds, LGCYO, LGCYP, and GASFX) are all doing well, so I view ALDW as diversification.