nti, etc.

[mkarpoff]

I know you are an investor, not a trader, but have you explored the merits of going in and out of the refiner plays? I haven't invested in any because I don't understand the metrics well enough, but it sure looks like there are opportunities here for those who better understand the dynamics at work.

[dan_s]

I have my hands full with the upstream companies, MLPs and drillers. Yes, there are a lot of very good refiners out there.