Delek US Holdings (NYSE:DK) is a North American refiner with logistical and retail assets. Its two refineries make up the bulk of its operating income.
Delek CEO Ezra Uzi Yemin uses the word "flexibility" to describe Delek's strategy. He noted in the most recent conference call, "we built our company not on different types of crudes, we built our company on flexibility" . One part of this flexibility is the potential to acquire advantaged feedstocks for its refineries. With the other part being the ability to refine those cost advantaged crudes. While we look at this concept of flexibility, please note that I am repeating how Delek markets itself. Just check out the cover page of Delek's 2011...
|FREE||SA PRO MEMBERS|
|IDEA GENERATOR||X||Exclusive access to 10 PRO ideas every day|
|INVESTING IDEAS LIBRARY||X||Exclusive access to PRO library of more than 15,000 ideas|
|SECTOR EXPERT NETWORK||X||Exclusive access to all sector experts for direct consultation|
|PERFORMANCE TRACKING||X||Track performance of all PRO stock ideas|
|PROFESSIONAL TOOLS||X||Professional Idea Filters to zero-in based on industry, market cap and more|