Delek US Holdings, Inc. (DK)

[jugs]

This is what had been Tessoro which, you may know, swallowed WRN following a behind-the-scenes deal guaranteing that CEO David lamp would rise once again. WRN, of course, ate NTI and, in the process, farted Lamp.

I'm not a follower but am slightly interested. However, I'm reluctant to spend any of the dry powder I've so carefully pulled together. I remain convinced that only an incredible situation should warrant a starter position so long as there are murky waters surrounding our investment interests.

Regardless, I see some good things in this pick so do as your heart and mind dictate.