CVR REFINING (CVI): CVRR has been coming back to earth for a...

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CVR REFINING (CVI)

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Alias Born	03/20/2013

Re: None

Tuesday, 04/11/2017 9:21:43 PM

Tuesday, April 11, 2017 9:21:43 PM

CVRR has been coming back to earth for a few weeks now. While I'm not elated seeing it being valued on a par with ALDW, it's long been regarded as not deserving of a higher valuation by this observer.

At this time the two appear to be sister components in the oil biz although they are fundamentally quite different.

I could easily justify holding a position in CVRR but I lack the funds to make it possible right now. I'd consider letting go of 1,000 units of ALDW to facilitate the swap but CVRR is is a downside whereas the reverse is true for ALDW.

So I wait for now.

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