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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: E_K_S who wrote (50885)	2/13/2013 9:00:47 PM
From: AFed	Respond to of 78751

Thanks EKS, I agree with you -- there's definitely value here. It's just a matter of time for the WTI / EdPar gap to narrow... The arbitrage is simply too high to last forever. I mean, take a look at the crack spread margins for any of the landlocked Midwest refiners that get oil from the Bakken/Alberta fields. I'm the (lucky) owner of a small amount of Northern Tier (NTI). It's absurd and the market knows it (hence why the dividend yield is at 17.5%). Anyways, thanks for reminding me on PWE. I'm going to do some more work on it. If they can make it to the other side, the equity will be worth a lot more than it is today.