Comments on Bruce Zaro's articles RSS Syndication from SeekingAlpha.com http://seekingalpha.com/author/bruce-zaro/articles http://seekingalpha.com/article/116329-will-2009-be-the-year-of-the-bull-for-shippers?source=feed#comment-376141 376141 Wed, 04 Feb 2009 17:35:42 -0500
Shipping is driven by only 2 factors. 1) capacity utilization and 2) freight rates. That is it.

Right now there is a glut of capacity that cannot be fully utilized in the coming years so capacity utilization of the ships is way down. By the way they are reporting that 7% of global capacity has been anchored so far, which the companies you want to buy still have to pay for (un-utilized capacity)... and there still is too much capacity. And this over-capacity leads to severly depressed freight rates.

Good luck with your speculative play. ]]> http://seekingalpha.com/article/117031-baltic-dry-index-close-to-a-relative-strength-buy-signal-vs-the-s-p-500?source=feed#comment-369467 369467 I forgot to mention earlier, I can not make heads or tails out of > the "chart" in the article, and I have I minor in math, major in > Chemical Engineering degree. It would be nice if you posted something > most of us ignorant savages could read and understand graph wise, > LOL.]]> Thu, 29 Jan 2009 00:26:11 -0500
stockcharts.com/help/d...

(Not sure if this site will take, SeekingAlpha tends to truncate http addresses)

jegan


On Jan 28 05:05 PM Ecomike wrote:

> I forgot to mention earlier, I can not make heads or tails out of
> the "chart" in the article, and I have I minor in math, major in
> Chemical Engineering degree. It would be nice if you posted something
> most of us ignorant savages could read and understand graph wise,
> LOL.]]> http://seekingalpha.com/article/117031-baltic-dry-index-close-to-a-relative-strength-buy-signal-vs-the-s-p-500?source=feed#comment-369131 369131 Wed, 28 Jan 2009 17:05:25 -0500 http://seekingalpha.com/article/117031-baltic-dry-index-close-to-a-relative-strength-buy-signal-vs-the-s-p-500?source=feed#comment-369078 369078 Wed, 28 Jan 2009 16:17:12 -0500
I recently bought EXM, PRGN and SB, and sold DRYS when it's CEO pulled his latest stunt. ]]> http://seekingalpha.com/article/117031-baltic-dry-index-close-to-a-relative-strength-buy-signal-vs-the-s-p-500?source=feed#comment-368902 368902 Wed, 28 Jan 2009 13:44:42 -0500
I'm not sure if you totally understand the Baltic Dry fully, but they only approach a "break even" point when it reaches about 3,000, maybe more depending on the country, carrier, etc. To make a profit... Nowhere even near that right now.

To relate the Baltic Dry to the S&P, Dow, etc, especially in the current climate, is not appropriate. Right now the markets are "shills" for government intervention. How high is the Dow and S&P? How big is the latest bailout package? They can't drop about $1 trillion a quarter to support the markets, while the real economy is imploding faster and faster. The world's markets, currently, are all for "appearances"...

When a government, like ours in the USA, makes a statement that they will do "whatever it takes" to turn the economy around, I assume that means lying, cheating, stealing and even killing to get it done.]]> http://seekingalpha.com/article/116329-will-2009-be-the-year-of-the-bull-for-shippers?source=feed#comment-366944 366944 Mon, 26 Jan 2009 18:11:34 -0500
It's been suggested that the recent increase in dry bulk shipping is due to the Chinese iron and coal import run-up before their week off.

jegan ]]> http://seekingalpha.com/article/116329-will-2009-be-the-year-of-the-bull-for-shippers?source=feed#comment-365976 365976 Sun, 25 Jan 2009 19:00:17 -0500 Happy Chinese New Year to you.
The year of the OX will mean strrong and sure-footed.
Same for ships, will mean Strong and sure Sailings.]]> http://seekingalpha.com/article/76367-show-some-respect-for-shipping-fundamentals?source=feed#comment-180741 180741 Sat, 07 Jun 2008 00:59:37 -0400

dsx pays a div. of over 10%, egle pays over6% and both have contracfs on 66% of their current and future ships. What's not to like? BUY,BUY,BUY!!!!!!!!!!!...




















who]]> http://seekingalpha.com/article/76367-show-some-respect-for-shipping-fundamentals?source=feed#comment-168468 168468 Thu, 15 May 2008 20:46:37 -0400 http://seekingalpha.com/article/76367-show-some-respect-for-shipping-fundamentals?source=feed#comment-167481 167481 Wed, 14 May 2008 12:20:37 -0400 http://seekingalpha.com/article/76367-show-some-respect-for-shipping-fundamentals?source=feed#comment-165613 165613 Sat, 10 May 2008 20:49:38 -0400 http://seekingalpha.com/article/76367-show-some-respect-for-shipping-fundamentals?source=feed#comment-164947 164947 Fri, 09 May 2008 12:58:25 -0400 http://seekingalpha.com/article/76367-show-some-respect-for-shipping-fundamentals?source=feed#comment-164614 164614 Fri, 09 May 2008 02:40:23 -0400
Alternatively, I am starting to warm up to Chinese micro-cap stocks for these reasons:

1. Their valuations are extremely low
2. with P/Es more often than not, under 10
3. not to mention the huge trade surplus China currently has with the rest of the world - which implies there'll be lots of spending in this country for the years ahead.
]]> http://seekingalpha.com/article/76367-show-some-respect-for-shipping-fundamentals?source=feed#comment-164591 164591 Fri, 09 May 2008 00:26:40 -0400 http://seekingalpha.com/article/76367-show-some-respect-for-shipping-fundamentals?source=feed#comment-164481 164481 Thu, 08 May 2008 19:20:38 -0400 http://seekingalpha.com/article/76367-show-some-respect-for-shipping-fundamentals?source=feed#comment-164478 164478 Thu, 08 May 2008 19:08:55 -0400 http://seekingalpha.com/article/76367-show-some-respect-for-shipping-fundamentals?source=feed#comment-164336 164336 Thu, 08 May 2008 15:25:11 -0400 http://seekingalpha.com/article/71114-the-bull-is-sharpening-his-horns?source=feed#comment-137098 137098 Sun, 06 Apr 2008 00:09:18 -0400 Dow Jones: 53
Nasdaq: 27
Russell 2000: 50
S&P 500: 20

One Year ago P/E's
Dow Jones: 17
Nasdaq: 25
Russell 2000: 40
S&P 500: 17

This market has to go down a looooong way before we can call a bottom.]]> http://seekingalpha.com/article/71114-the-bull-is-sharpening-his-horns?source=feed#comment-136555 136555 Fri, 04 Apr 2008 11:42:01 -0400 http://seekingalpha.com/article/71114-the-bull-is-sharpening-his-horns?source=feed#comment-136437 136437 Fri, 04 Apr 2008 09:00:50 -0400
Do you stand aside and let the bubble burst? Do you go with the flow? I'm confused!]]> http://seekingalpha.com/article/71114-the-bull-is-sharpening-his-horns?source=feed#comment-136430 136430 Fri, 04 Apr 2008 08:49:16 -0400 ]]> http://seekingalpha.com/article/71114-the-bull-is-sharpening-his-horns?source=feed#comment-136384 136384 Fri, 04 Apr 2008 06:18:38 -0400 ]]> http://seekingalpha.com/article/71114-the-bull-is-sharpening-his-horns?source=feed#comment-136308 136308 Thu, 03 Apr 2008 22:56:02 -0400 http://seekingalpha.com/article/71114-the-bull-is-sharpening-his-horns?source=feed#comment-136275 136275 Thu, 03 Apr 2008 20:52:14 -0400 http://seekingalpha.com/article/71114-the-bull-is-sharpening-his-horns?source=feed#comment-136274 136274 Thu, 03 Apr 2008 20:51:14 -0400 http://seekingalpha.com/article/71114-the-bull-is-sharpening-his-horns?source=feed#comment-136265 136265 Thu, 03 Apr 2008 20:34:04 -0400 http://seekingalpha.com/article/71114-the-bull-is-sharpening-his-horns?source=feed#comment-136250 136250 Thu, 03 Apr 2008 19:29:33 -0400 http://seekingalpha.com/article/71114-the-bull-is-sharpening-his-horns?source=feed#comment-136244 136244 Thu, 03 Apr 2008 19:22:55 -0400 www.greenfaucet.com.
You weren't exactly pounding on the table in January but i will give you credit as you did have a bullish bias since then.]]> http://seekingalpha.com/article/66437-euro-currencyshares-buyable-on-important-upside-breakout?source=feed#comment-120509 120509 Fri, 29 Feb 2008 00:36:51 -0500