Delek US Holdings, Inc. (DK)

[pete807]

I don't have a big position so I a not worried about this drop... I believe just like others DK will weather the bear attack, because I have looked over their numbers and free cash flow is very good. Of course we know their advantages as we held them a long time to OUR advantage.

They will continue a string of beats with earrings imo, and have increased their payout, while still being on the too conservative side, I dont care in their case cuz it's the appreciation when the cycle returns I am holding for. Upside has NOT gone away with the drop, quite the opposite imo. I see their buy backs are to be envied, (Repurchased approximately $365 million of DK shares in 2018), as is their net debt to cash metric... (see page 11 of the link) so a squeeze would not surprise.
link:https://delekus.gcs-web.com/static-files/9dfb1104-23b9-4eb0-965d-e4fdbee8f8c3
GLTA!
-pete