Alon USA Partners, LP (ALDW)

[jugs]

The money isn't the problem. Nor is the percentage. This is about risk. Probability is at center stage and brings no certainty. And when it comes to issues of probability, we can't ignore the potential for luck.

I think you've got a plan that's virtually identical to my own. Only you can decide what has you comfortable. If you're comfortable in the belief that things will prove the balance you envision, then I can't argue against your plan.

My margin is at 17% after adding 500 units of NGL on Friday. Ordinarily I keep my margin below 10% but I feel justified in carrying more as we are so close to paydays in NGL and ALDW.

The only problem I have in all this is peculiar, even I'll admit it... you see, I'll add to margin on strong swoons but am I ever the fool when it comes to selling those temporary units! Greed rears its head!

Still, im paying less than 6% margin rate on NGL handing me 14%. What's not to like?