Delek US Holdings, Inc. (DK)

[jugs]

Yeah, for sure.

Was looking at this earlier this morning and realized I could add nearly 1,300 units of NGL if I were to trade in my DK positions. Tempting but doubt I'll do it due to overweighting. At some point diverse allocation may be a smarter way. Still, DK has disappointed in terms of spirit and unacceptable handling of shareholders' interests. I've not been disappointed in NGL at all and I've been in it for more than a couple of years.


I still expect DK to come out with a major bit of news. And I believe it will happen soon. They've been on a winning path and big winners don't stop to rest.