July 10, 2012

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Hold This One

Delek US Holdings (DK,$DK) Buoys Portfolios Delek US Holdings, Inc. (Delek) is an integrated energy business focused on petroleum refining, the wholesale distribution of refined products and convenience store retailing. Delek business consists of three operating segments: refining, marketing and retail. On January 31, 2012, Delek, through its marketing segment, completed the acquisition of an approximately 35 miles long, eight and ten inch pipeline system from Plains Marketing, L.P. (Plains) (Nettleton Acquisition). On February 7, 2012, Delek, through its marketing segment purchased (Big Sandy Acquisition) a light petroleum products terminal located in Big Sandy, Texas, the underlying real property, and other related assets from Sunoco Partners Marketing & Terminals L.P., and the eight inch diameter Hopewell-Big Sandy Pipeline originating at Hopewell Junction, Texas and terminating at the Big Sandy Station in Big Sandy, Texas from Sunoco Pipeline L.P. Delek US Holdings was a long pick for several of our portfolios. When selected for our VE Forecast 16 MNS and VE View newsletters in mid-June, the stock was trading in the $16.30-$16.60/share range. The stock is now at $19.40/share. That's a gain of @16%%. Delek recently hit a 52-week high and has not been this high since early 2008. OTOH, insiders have been selling shares recently. ValuEngine has issued a BUY recommendation for DELEK US HLDGS on Jul. 10, 2012. Based on the information we have gathered and our resulting research, we feel that DELEK US HLDGS has the probability to OUTPERFORM average market performance for the next year. The company exhibits ATTRACTIVE P/E ratio, price/sales ratio and momentum.

Based on available data as of Jul. 10, 2012, we believe that DK should be trading at $19.49. This makes DK 1.31% undervalued. Fair Value indicates what we believe the stock should be trading at today if the stock market were perfectly efficient and everything traded at its true worth. For DK, we base this on actual earnings per share (EPS) for the previous four quarters of $3.36, forecasted EPS for the next four quarters of $2.74, and correlations to the 30- year Treasury bond yield of 2.62%. ValuEngine Forecast
Target Price Expected Return 1.61% 4.32% 7.62% 11.60% 13.93% 21.12%

1-Month 3-Month 6-Month 1-Year 2-Year 3-Year

19.54 20.06 20.69 21.46 21.91 23.29

Valuation & Rankings

Valuation 1-M Forecast Return 12-M Return Sharpe Ratio 5-Y Avg Annual Return Volatility Expected EPS Growth Market Cap (billions) Trailing P/E Ratio Forward P/E Ratio PEG Ratio Price/Sales Market/Book Beta Alpha 1.31% undervalued 1.61% 20.79% -0.12 -6.40% 54.95% -18.37% 1.12 5.73 7.02 n/a 0.14 1.83 1.2 0.2 Valuation Rank 1-M Forecast Return Rank Momentum Rank Sharpe Ratio Rank 5-Y Avg Annual Rtn Rank Volatility Rank EPS Growth Rank Size Rank Trailing P/E Rank Forward P/E Ratio Rank PEG Ratio Rank Price/Sales Rank Market/Book Rank Beta Rank Alpha Rank 33 97 86 56 52 43 8 74 96 89 n/a 92 46 46 87

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Market Overview
Summary of VE Stock Universe
Stocks Undervalued Stocks Overvalued Stocks Undervalued by 20% Stocks Overvalued by 20% 69.45% 30.55% 31.78% 10.67%

Sector
Aerospace Auto-Tires-Trucks Basic Materials Business Services Computer and Technology Construction Consumer Discretionary Consumer Staples Finance Industrial Products Medical Multi-Sector Conglomerates Oils-Energy Retail-Wholesale Transportation Utilities

Change
-0.13% -0.11% -1.00% -0.82% -0.53% 0.13% -0.84% -0.46% -0.18% -0.55% 0.76% -0.10% -0.61% -0.23% -0.40% -0.11%

MTD
0.07% 0.74% 0.12% -1.10% -0.32% 2.05% 0.49% 0.44% 0.63% 0.74% 2.01% 0.63% 1.11% 1.39% 0.23% 0.94%

YTD
0.22% 1.78% -3.45% 5.10% 6.59% 85.31% 10.16% 10.75% 15.15% 1.09% 16.44% 8.66% -9.71% 9.66% 6.68% -0.31%

Valuation
0.45% overvalued 16.93% undervalued 15.25% undervalued 2.89% undervalued 2.32% undervalued 8.50% undervalued 4.74% undervalued 12.26% overvalued 4.42% overvalued 4.22% undervalued 9.18% overvalued 1.21% undervalued 12.08% undervalued 4.31% overvalued 0.05% overvalued 11.24% overvalued

Last 12-M Return

-15.72% -22.55% -36.18% -7.39% -15.11% -7.12% -8.24% -6.94% -2.10% -17.57% -11.36% -10.75% -27.93% -0.85% -17.18% -6.16%

P/E Ratio
31.08 17.99 23.94 24.4 39.52 55.78 28.9 19.51 23.47 26.29 39.39 15.57 28.95 28.98 23.93 18.88