Delek US Holdings, Inc. (NYSE:DK)

CAPS Rating: 5 out of 5

A diversified energy business focused on petroleum refining, wholesale sales of refined products and retail marketing. Its business consists of three operating segments: refining, marketing and retail.

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Member Avatar MOTV8 (< 20) Submitted: 5/10/2011 12:27:47 AM : Outperform Start Price: $14.04 DK Score: +22.02

Crack spread!

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Member Avatar neverabear (32.06) Submitted: 12/23/2009 8:31:15 PM : Outperform Start Price: $6.68 DK Score: +135.37

Good refinery stock for long term.

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Member Avatar fuelhauler (< 20) Submitted: 8/26/2009 11:24:45 AM : Outperform Start Price: $7.90 DK Score: +85.06

While there have been a few problems at the refining and marketing division that contributed to landslide of this stock, Delek US Holdings is in it for the long haul. They have invested over $110 million in repairs and turnaround 4Q08 and 1st and 2ndQ 09 at the Tyler refinery and are going to expand the refinery even more! I too would like to see them aquire Pantry Inc. to grab more market share in the South East. As they recover from the Tyler refinery upset and fuel purchasing customers regain confidence you will see this stock grow. They have a GREAT light fuels market in their operating area.This will be a $20+ stock again in the very near future.

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Member Avatar ibarz (97.26) Submitted: 6/10/2009 1:26:19 PM : Outperform Start Price: $8.19 DK Score: +64.04

Gas prices will outperform the market? Most likely.

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Member Avatar leohaas (98.76) Submitted: 3/16/2009 3:03:23 PM : Outperform Start Price: $9.07 DK Score: +11.27

Harvesting a +5.32 score, while lowering my cost basis form almost $16 to just under $10.

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Member Avatar srk85 (< 20) Submitted: 2/24/2009 5:15:43 PM : Underperform Start Price: $5.86 DK Score: -114.47

Poor value compared to industry.

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Member Avatar OTMoptionsfool (37.64) Submitted: 2/14/2009 11:52:06 PM : Outperform Start Price: $7.66 DK Score: +52.93

Delek Us Holdings Inc (NYSE:DK) Sector=Basic Materials
Industr=Oil & Gas Refining & Marketing. What that DOESN't tell you is what is most important here. This company owns and operates 497 retail convenience stores/fuel stations in 8 different US states, most notably Mapco & Mapco Express, and that industry is hot right now. Their other 2 operations are refining and marketing of petroleum products. They own an independent refinery in Tyler, TX which produces gasoline, diesel, jet fuels, liquefied petroleum gas, and natural gas liquids. Third quarter revenue growth in '08 was 36.9% YOY accompanied by 24.5% earnings growth YOY in that same quarter and although the dividends paid are not large they are steady making this a viable long term value play if you so choose. I am a short to mid term investor and those growth numbers along with the chart showing a steady uphill climb since the beginning of this year make me a buyer of this stock on any pull back. It's in a 50/100 moving average cross but it is trading above the 200 day average making it a bit extended. A year ago it was at $17.36 and it could reach $12 within a few months.

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Member Avatar hbaker07 (26.00) Submitted: 7/24/2008 6:05:15 AM : Outperform Start Price: $7.48 DK Score: +119.96

undervalued energy stock, priced to buy. Statsgeek pick.

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Member Avatar vicpicks (< 20) Submitted: 7/8/2008 5:01:18 AM : Outperform Start Price: $8.50 DK Score: +89.81

reload

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Member Avatar its0paul (< 20) Submitted: 6/6/2008 2:58:37 PM : Outperform Start Price: $12.08 DK Score: +41.23

SG

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Member Avatar Sirenea (< 20) Submitted: 6/5/2008 9:41:06 PM : Outperform Start Price: $12.05 DK Score: +42.81

Next administration will loosen ties on domestic oil - Delek if ready can swoop up more business from Texas and Gulf of Mexico oil.

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Member Avatar jatava (71.42) Submitted: 6/4/2008 8:12:04 PM : Outperform Start Price: $12.08 DK Score: +41.23

10.000

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Member Avatar Voski89 (36.93) Submitted: 6/3/2008 2:45:45 PM : Outperform Start Price: $11.95 DK Score: +42.02

With a stellar P/E ratio, this stock has a lot of potential.

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Member Avatar Sqwii (< 20) Submitted: 6/3/2008 1:38:06 PM : Outperform Start Price: $11.99 DK Score: +41.86

Can u say statsgeek ;) ?

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Member Avatar msu2008 (< 20) Submitted: 5/22/2008 11:47:17 AM : Outperform Start Price: $10.46 DK Score: +64.88

This stock has proven itself to be 5-stars.

DK is currently cutting back its refinining capabilities to make improvements to the facilities. Those improvements should put this stock in a good position for growth.

This company is at the bottom of it's 52 week range. Its a great time to jump aboard this oil train!

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Member Avatar autumnlake1970 (56.96) Submitted: 5/19/2008 3:17:56 PM : Outperform Start Price: $11.54 DK Score: +50.90

Near 52 week low. Doing well since I started watching. Recommended.

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Member Avatar Thlete (< 20) Submitted: 4/8/2008 4:44:44 PM : Outperform Start Price: $11.68 DK Score: +44.47

I spotted this from "Get Ready for the Bounce" fool article and like what I see for a value play. There are definitely risks with the refinining industry right now, but I gotta think the P/E ratio of under 7 is going to help this company back up to the $20's range.

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Member Avatar sirpat28 (60.41) Submitted: 3/31/2008 12:54:50 AM : Outperform Start Price: $11.72 DK Score: +39.96

As time goes on this one will be slow and steady making money with it's products.

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Member Avatar tenmiles (99.97) Submitted: 1/9/2008 12:57:51 PM : Outperform Start Price: $15.43 DK Score: +10.41

Delek appears relatively cheap here, both on a market basis as well on peer universe comparisons ( UPL, MUR). Recent Citi upgrade; expect more to follow - above average potential for patient longs at $17.

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Member Avatar AverageJoeInvest (23.43) Submitted: 11/23/2007 7:18:25 PM : Outperform Start Price: $17.77 DK Score: -0.67

Way undervalued at this level for what they have. Margins are improving also (crack spread)

80% held by insiders (Soros included). I would love it if the bought Pantry Inc. (ptry)....that would just give them a strangle hold on the south east USA. it would give them almost 2000 mini mart gas stations.

Delek US operates a network of more than 500 retail gasoline and convenience stores in Alabama, Arkansas, Georgia, Kentucky, Louisiana, Mississippi, Tennessee and Virginia, primarily under the MAPCO Express, East Coast and Discount Food Mart brands. Approximately 93% of the stores are located in Alabama, Tennessee and Virginia.

The company operates a stand-alone, high conversion, moderate complexity independent refinery with a rated capacity of 60,000 barrels per day, along with associated crude oil pipelines and light products loading facilities.

The company owns 65 miles of pipeline and leases another 36 miles of pipeline.

The Tyler refinery’s finished products are marketed through the company’s truck loading facilities and third-party pipelines directly to major oil companies such as ExxonMobil and Chevron, numerous independent refiners and marketers such as Valero, and various jobbers, distributors, utilities, transportation companies and independent station operators.

Marketing and Supply Operations

The assets of the business include two refined petroleum product terminals in Abilene and San Angelo, Texas; seven pipelines of approximately 114 miles in length and storage tanks with a total shell capacity of more than one million barrels.

The company's pipeline serves Dyess Air Force Base near Abilene, Texas.

Delek US has supply contracts for up to 27,350 barrels per day of refined product

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