Alon USA Partners, LP (ALDW)

[jugs]

This is definitely the right time to be considering adding. The only cautionary note I might add is that we have two full weeks before the stock goes ex. That's a long, long time and we know games will be played. While I don't pretend to know what the future will bring, I'm pretty sure players will apply their stress tests while hoping we retailers will succumb by paying too much.

You were smart, going with just 300. If I'm reading things right, we may hit a cyclical low around three to five days before we go ex in two weeks. Three days or so before that day would be my guess as to the time to pick the last cheap units. I do not believe we'll be seeing similar opportunities at any time in the remainder of this year. There's no reason to expect ALDW to drop meaningfully except due to games played. It's actually going to be the opposite if I'm seeing things correctly. With $91,000 in profits staring me in the face and knowing about $9,000 more is due to come in very soon (the pending distribution), it's really hard for me to house a negative view

ALDW, as I've maintained for a very long time now, is one of the few vehicles on my list that can make a person rich.