Good AFTERNOON (here), but it's morning in many places yet. Hawaii for instance.
Our ideas on all those companies we moderate are expressed daily, in unison mostly positive, and for me at least, I won't add to DKL until: 1. I see the volume increase, and 2. The parent adds the expected asset dropdowns which will add to both volume and DCF.
Good for you you made money on Google. I am a critic of GOOG as I dislike the mining they are constantly doing to my emails and every communication to sell the data to advertisers. I have installed adblock software for relief from them. I wouldn't short GOOG either cuz I don't short companies, and concentrate on positive successes. Google's success comes at a price to some reluctantly mined by their software. I will miss all the gains by the top 5 drivers of the market at their bubble bursting highs! FB, GOOG, AMZN, NFLX, AAPL. Plus I do not think Tesla with no earnings ever will survive the big carmakers move into EV. Sadly it will end imo similar to its namesake Nicola Tesla. Who pays for the big hiccups with SpaceEx?... WE do! Elon Musk wants to return to Mars... where he is from.
Our ideas on all those companies we moderate are expressed daily, in unison mostly positive, and for me at least, I won't add to DKL until: 1. I see the volume increase, and 2. The parent adds the expected asset dropdowns which will add to both volume and DCF.
Good for you you made money on Google. I am a critic of GOOG as I dislike the mining they are constantly doing to my emails and every communication to sell the data to advertisers. I have installed adblock software for relief from them. I wouldn't short GOOG either cuz I don't short companies, and concentrate on positive successes. Google's success comes at a price to some reluctantly mined by their software. I will miss all the gains by the top 5 drivers of the market at their bubble bursting highs! FB, GOOG, AMZN, NFLX, AAPL. Plus I do not think Tesla with no earnings ever will survive the big carmakers move into EV. Sadly it will end imo similar to its namesake Nicola Tesla. Who pays for the big hiccups with SpaceEx?... WE do! Elon Musk wants to return to Mars... where he is from.
"You’ve got to be very careful if you don’t know where you are going because you might not get there."
"The future ain’t what it used to be" "A nickel ain’t worth a dime anymore."
-so long Yogi, we will miss you-
Recent DKL News
- Delek Logistics Partners, LP to Host First Quarter 2026 Conference Call on April 29th • Business Wire • 04/10/2026 08:15:00 PM
- Form SCHEDULE 13D/A - General Statement of Acquisition of Beneficial Ownership: [Amend] • Edgar (US Regulatory) • 04/04/2026 01:45:52 AM
- Form 8-K - Current report • Edgar (US Regulatory) • 03/27/2026 08:57:30 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 03/13/2026 12:04:41 AM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 03/13/2026 12:04:27 AM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 03/13/2026 12:04:21 AM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 03/13/2026 12:04:15 AM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 03/07/2026 02:18:39 AM
- Delek Logistics Partners, LP 2025 K-1 Tax Packages Available on Website • Business Wire • 03/06/2026 09:30:00 PM
- Delek Logistics Partners, LP 2025 Form 10-K Available on Website • Business Wire • 03/05/2026 09:30:00 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 03/04/2026 03:56:51 PM
- Form 10-K - Annual report [Section 13 and 15(d), not S-K Item 405] • Edgar (US Regulatory) • 02/27/2026 06:04:49 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 02/27/2026 11:32:10 AM
- Delek Logistics Reports Record Fourth Quarter 2025 Results • Business Wire • 02/27/2026 11:30:00 AM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 02/07/2026 01:12:20 AM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 02/04/2026 03:05:53 PM
- Delek Logistics Partners, LP to Host Fourth Quarter 2025 Conference Call on February 27th • Business Wire • 01/30/2026 09:30:00 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 01/26/2026 09:51:00 PM
- Delek Logistics Partners, LP Increases Quarterly Cash Distribution to $1.125 per Common Limited Partner Unit • Business Wire • 01/26/2026 09:10:00 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 01/05/2026 04:42:50 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 12/04/2025 03:26:35 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 11/07/2025 11:24:07 PM
- Form 10-Q - Quarterly report [Sections 13 or 15(d)] • Edgar (US Regulatory) • 11/07/2025 06:09:46 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 11/07/2025 11:31:55 AM
