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Long/short equity, value
Adjusted Return
Long/short equity, value
Contributor since: 2011
6/11/15
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$EURN Euronav plans 1.2 billion shopping spree http://on.wsj.com/1FLINwv
9/23/14
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Farstad Shipping - My Pick In The Offshore Sector Carnage http://seekingalpha.com/p/1ylwr
6/17/14
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Maersk ($AMKAF; CPH:MAERSK-B) down 6-8% after China blocks P3 alliance http://bloom.bg/1pEGHLf. But does Maersk really need P3?
2/11/14
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Boardwalk Pipeline Partners, The MLP/Full Payout Model, And A Small Investing Experiment $BWP, $NMM, $DSX http://seekingalpha.com/p/1l3sd
5/28/12
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Recommended Jens Weidmann (Bundesbank) interview in Le Monde: http://seekingalpha.com/n/797x and http://bit.ly/L7LjBN
11/21/11
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I got back into Affymetrix (AFFX) @ $4.56 finally, also preparing for a buy at lower prices. Background here: http://seekingalpha.com/a/62ik
9/21/11
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Scorpio Tankers (STNG) sells off after Clarksons say its a buy. No news. Clumsy exit? Worth the risk at $5.24. Let's see.
Solid response to Scorpio's (STNG) Q3 results ($0.22 loss but steady progress) http://bit.ly/tTnF0R - Buy-backs also support the stock.
A 7 million share secondary drops STNG back to $5.35 - so that explains the bizarre action in Nov. Mmmh, dodgy.
9/5/11
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Norway state fund increases Ageas (AGESY.PK) stake to >5%. Ageas just at the start of a 8% buyback. Euro fin. exposure worth some risk tmrw.
Ageas (AGESY.PK) completes buyback, further restructures legacy items. http://bit.ly/y43PwK I also bet they call XS0362491291 at >95% 2013.
8/21/11
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Arrogant, pro-cyclical piece of the day: http://nyti.ms/p60MQH Featuring The Anxious Investors-The Plunging Markets-The Could-The Might
8/18/11
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LSTA lev loan index at .89 from .95 in end June. Worth looking at KKR Financial (KKR) together with appropriate S&P put protection.