Replies to post #32 on Delek Logistics Partners (DKL)

[pick]

Thanks for your evaluation. I saw the WF report and noted that a few others have DK as a Hold...one has DK as Outperform! I think a lot of the 3Q numbers, and certainly the forward projections, include revenues from ALDW strongly factored in, and decreased expenses from elimination of overlapping functions...i.e. the "combined synergies".

I agree a bird in the hand..... I put in a sell for my position tonight just slightly north of $14. My thinking is that I will likely put those proceeds into DK, DKL or both. (I dipped my toes into EPD in August and will add as I am able. I'd also like to add more KMI, but I'm not sure where the bottom is...I thought it was at $18) I'm just not sure where the better play is for me. I add to my positions as funds become available after the bills are paid. I still have one in college - freshman - and I may be financing an overseas trip for him in a few months, so I have to be careful on my investment decisions, as we all should be.

Risk versus reward.

I am willing to tolerate some risk, and I don't sense a great risk with any of these potential choices. More like trying to get the timing right and catch the right star(s) on the rise.

[harkmi]

Jugs,
So in a 401K which is where I hold mine, since tax is sheltered, I could sell more ALDW and buy more DK now, at over $14 it does make sense, doesn't it?