Alon USA Partners, LP (ALDW)

[jugs]

That's an incredible position. I'm at 25,500 units now and have been toying with adding at the right price...with 30,000 units a fairly clear mental target for me.

I, too, am not happily anticipating the lopsidedness that results from overweighting via overly large positions in one or two picks but it may make a lot of sense, also.

As for this board's value? I'm sold, through and through. No man is an island and I see proof of it regularly on this board.