Delek US Holdings, Inc. (DK)

[jugs]

if you were to have a cross-sectional view from a large proportion of analysts covering the oil and gas sector, I think the consensus would be pointing towards a thumbs-up when it comes to DK.

When I piled on with some ALDW-liquidation $ by accumulating DK, I could sense the up-ticking process was about to begin. I got lucky as did followers. But holding now is extremely important as the process is nearer the beginning of the current range of desirable possibilities than further out.

I intend to stay with my DK position (2,100 shares) and hold when my remaining ALDW (10,121) convert to DK. I believe we'll be seeing a somewhat different landscape emerging. For now, though, it's too difficult to accurately assess what that landscape will look like.

So, in the end, I like that you're waiting to see how things settle. I think it's the most intelligent way of handling this situation fraught with element of the unknown.