liquidate, or avg down? How about holding what you already have, and diversfy someplace else. Take a look at the banks. The ones that did not plunge into the subprime debacle are offering nice yields. Thats the one place to be when the FED starts strengthing the dollar.
In regards to asphalt.. It's made from heavy crude, first of all which is much less expensive. Also the cost is passed on to the customer. The asphalt business is 20 pct of EBTDA for them, kinda small. I don't think that's a problem, I just wished they hedged better in other areas.