Jayjami, I don't disagree regarding airline stocks. Better than cruiselines though. I don't own any of either. Would look at DAL though if the right price were to come. I'm very very heavily skewing towards refiners as you can tell from my post. Pure recovery, nice big dividend payers. Cash machines. Forget earnings with refiners only look at cash flow. $100 exit for VLO. Expect to be out by June. Hopefully....