So, let's get to KG on some of these top headlines and see what is driving the price action. And let's start with crude because we of course are tracking Trump's lines this morning about a blockade of these Venezuelan oil tankers. Just talk us through the significance of that story and the impact we're seeing on the markets this morning.KJ, >> yeah, you are seeing crude up about 1.3% so far. We actually did see a pullback here a tad bit. I mean the the supply glut narrative that's taking place in the market ...

Investment Recommendations - Jefferies highlights 17 buy-rated names expected to see earnings and sales acceleration in 2026 [1] - Valero is included on the best stocks list [1] - Coherent (COR) is a core position in a Smid portfolio for about 3 years, noted for steady earnings [2][3] - Textron (TXT) is favored due to anticipated increased capex in industrials and a good dividend [3][4] - Edwards Life Sciences is a strong performer in the healthcare sector [4] Market Dynamics - Companies benefit from low oil prices and high demand for gasoline, widening the crack spread [2] - Wall Street firms are raising earnings expectations for the next quarter and next year [2] - Life sciences companies are building positive momentum with capital investment in research, reflected in strong earnings and revenue growth [5][6] Consumer Trends - The low-end consumer is struggling due to inflation and higher gas prices [7] - Dollar General's stock is up 39% year-to-date, despite concerns about the lower-end consumer [8] - Same-store sales remain muted for Dollar Tree and Dollar General [9]

Financial Performance & Shareholder Returns - Delek US Holdings' market capitalization was $2.9 billion as of February 23, 2018 [5] - The company repurchased $118.8 million of stock from November 2017 to February 23, 2018 and approved a new $150 million authorization [5] - The regular quarterly dividend was increased by 33% to $0.20 per share from $0.15 per share [5] - Delek US had $931.8 million in cash and $1,465.6 million in debt as of December 31, 2017 [5] Strategic Initiatives & Synergies - The acquisition of Alon USA Energy closed on July 1, 2017, to purchase the remaining 53% [5] - The purchase of the remaining 18.4% of Alon USA Energy Partners LP units closed on February 7, 2018 [5] - The company expects to achieve run-rate synergies of approximately $105-$120 million in 2018 from the DK/ALJ combination, increased from the original target of $85-$105 million [39] - As of December 31, 2017, $89 million of annualized synergies had been captured [39] Logistics & Asset Optimization - The Big Spring Logistics assets dropdown to DKL is expected to close in March 2018, with an expected annualized EBITDA of $40.2 million [64, 65] - The Paline Pipeline expansion was completed in early March 2018, increasing capacity to 42,000 bpd from 35,000 bpd, with an $8 million estimated annualized EBITDA uplift [64] - A definitive agreement to sell West Coast terminals for $75 million in cash was announced on February 12, 2018 [8, 55]