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Delek US Holdings, Inc. Message Board

redleaf9298 3 posts  |  Last Activity: Dec 19, 2014 12:37 PM Member since: Jul 20, 2006
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  • rimtards still pumping a dead horse.

    going back to their roots.


  • redleaf9298 redleaf9298 Dec 14, 2014 10:51 PM Flag


  • Reply to


    by allen2462001 Dec 4, 2014 12:17 PM
    redleaf9298 redleaf9298 Dec 8, 2014 8:17 PM Flag

    heya allen. hope things are well. i dont really have any thing positive to say about the refining sector in general or the energy patch, other than most of us have taken profit at some point or another. If oil continues its free fall, i suspect additional pressure in the sector as fund managers look to punt their losers and off set gains for tax purposes and to spit-shine their respective portfolios.
    however, what goes down does go up and thats where the real dollars are made. i think we have a ways to go and need foreign central banks to get aggressive on their economies to spur demand. when that happens, i think the sector will bottom out. i just hope the small and medium guys have enough cash flow to fund their operations until then. otherwise, they'll either have to take on more debt, issue a secondary, or combination of both. either way, its not friendly to share holders.

    The only thing im holding right now is tasr, the rest is in cash. ill wait until jan. and reevaluate then.


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