Delek US Holdings, Inc. (DK)

[pete807]

Thanks

I can guess why you don't pull the trigger as just like me you are wondering why they don't seem to be
interested in doing what I suggested or concerned about big swings in their stock price.

We have held small positions from being awarded shares from an acquisition of an MLP we owned. We are shifting that money from the high yield rewarding to appreciation rewarding. DK is positioned well to benefit from the shale explosion so I think their numbers will continue to impress the market.

I am in the camp that says the energy sector will return to favor because it has to. There is no magic about it and it is unreasonably out of favor due to dreams of a solar electric future being much closer than it really is.

JMO.