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Well, three trades today: bought more $
, sold $
and used that money to buy $
. Hopefully, I made the right choice.
was a trading stock. $
is going to be a longterm holding, as I see it may benefit from LNG exports.
Where are you seeing evidence of an LNG tie-in? I'm unimpressed with ESTE---no div's, third party hype which mgmt. admits. Not looking good.
After more checking I see in the just released annual report that the company has NO gas gathering means whatsoever. No infrastructure!
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CVR Refining, LP
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