Carl Martin

Good News For Dry Bulk Shipping

If you actually read the article I think you might notice that the statistics are from the day before. Therefore this change should affect all stocks that are affected by Iron ore prices over the next few weeks or months. As the prices went up, what else, it would seem likely that the relevant stock prices would also go up. Unless, of course the markets had already factored the previously unknown prices in. I think the auther has done a good job of informing ordinary investors of a possibly important near term mover of stocks,either up or down. The rest of the information is very thoughtfully presented and offers a good explanation of recent market weakness. The P/E information offers a compelling reason to buy, for some people. Because of the relative lack of rationality in these markets, Dry Bulks often follow the general markets, and lately, that means down. Rationality will return when correct, timely, and relevant market information is available to all for free. That is exactly what the author and this website are trying to achieve. Sometimes I wonder what other people and websites are trying to achieve. Perhaps it not about achievement at all. Failure is also a possibility. It must really hurt to get burned so bad, that a need to burn others arises. In closing I would like to point out that the author dicloses NO OWNERSHIP in the stocks he writes of, though perhaps his wife or mother does. I own DRYS,EXM,GNK,DSX and will likely buy others.

Jim Kingsdale: Selling SQM and Bullish on Dryships

A very good and sober article. I'm just not sure that I agree that the future in batteries is already decided. However, I'm not prepared to back up my doubts with any solid arguements at this point. I just thought that there were many different possibilities and more than a few unsolved problems. Long SGM and DRYS and would like to own TBSI.