Comments on Eric Frantz's articles RSS Syndication from SeekingAlpha.com http://seekingalpha.com/author/eric-frantz/articles http://seekingalpha.com/article/85667-two-water-transport-plays-besides-dryships?source=feed#comment-237325 237325 Sat, 23 Aug 2008 15:51:27 -0400
And if someone is holding on for the very long-term, wouldn't these manipulations be a blip on the radar?]]> http://seekingalpha.com/article/92158-two-waste-management-stocks-to-consider?source=feed#comment-236262 236262 Fri, 22 Aug 2008 08:09:51 -0400
emervest.blogspot.com]]> http://seekingalpha.com/article/92158-two-waste-management-stocks-to-consider?source=feed#comment-236257 236257 Fri, 22 Aug 2008 08:02:07 -0400 http://seekingalpha.com/article/85667-two-water-transport-plays-besides-dryships?source=feed#comment-218992 218992 Thu, 31 Jul 2008 01:35:59 -0400 http://seekingalpha.com/article/85667-two-water-transport-plays-besides-dryships?source=feed#comment-218876 218876 Wed, 30 Jul 2008 20:03:12 -0400 http://seekingalpha.com/article/85667-two-water-transport-plays-besides-dryships?source=feed#comment-214882 214882 Fri, 25 Jul 2008 22:48:58 -0400 http://seekingalpha.com/article/85667-two-water-transport-plays-besides-dryships?source=feed#comment-213506 213506 Thu, 24 Jul 2008 12:50:05 -0400 A little more support for the GNK rally-
James RevShark DePorre called it a market leader today in his podcast on greenfaucet.com. He also named EXM and GNK as stock picks.
Just wanted to let you all know that now is the time to get in if you haven't already.
You can listen on the site under podcasts if you want more info (he talks about the market generally too) ]]> http://seekingalpha.com/article/85667-two-water-transport-plays-besides-dryships?source=feed#comment-213223 213223 Thu, 24 Jul 2008 10:03:13 -0400 http://seekingalpha.com/article/85667-two-water-transport-plays-besides-dryships?source=feed#comment-211724 211724 Tue, 22 Jul 2008 15:01:02 -0400 DRYS still #1 !!]]> http://seekingalpha.com/article/85667-two-water-transport-plays-besides-dryships?source=feed#comment-209629 209629 Sun, 20 Jul 2008 03:50:47 -0400
The dry bulk market will stay strong due to increased iron ore and coal production/demand. The container ind is more prone to the global slowdown.

I recommend listening to some of these conference calls prior to investing in this industry. It is more complicated than most.

There will be a big increase in world wide dry bulk vessels in the coming years. Depending on how many of the shipyards stay in business (due to higher steel costs), and how many of the older vessels need to be retired, the dry bulk indexes could come down dramatically.

There is also potential for a lot of consolidation in this sector. Once the dry bulk stocks begin to move, I say go with DRYS. Their earnings are impressive compared to their peers. DRYS is better known, and has a higher beta. Therefore, I think it will have more momentum and will work better as a trade.

Lots of research necessary here. Good luck.]]> http://seekingalpha.com/article/85667-two-water-transport-plays-besides-dryships?source=feed#comment-209163 209163 Fri, 18 Jul 2008 21:52:09 -0400
Seaspan, in container shipping rather than dry bulk, may be worth a look. ]]> http://seekingalpha.com/article/85667-two-water-transport-plays-besides-dryships?source=feed#comment-209162 209162 Fri, 18 Jul 2008 21:51:59 -0400 http://seekingalpha.com/article/85667-two-water-transport-plays-besides-dryships?source=feed#comment-208975 208975 Fri, 18 Jul 2008 16:04:34 -0400
It's funny, most people who are in these stocks know more about the people who are writing articles about them. This article was poor. It offered little substance. ]]> http://seekingalpha.com/article/85667-two-water-transport-plays-besides-dryships?source=feed#comment-208510 208510 Fri, 18 Jul 2008 09:21:48 -0400 http://seekingalpha.com/article/85667-two-water-transport-plays-besides-dryships?source=feed#comment-208507 208507 Fri, 18 Jul 2008 09:19:47 -0400 http://seekingalpha.com/article/85667-two-water-transport-plays-besides-dryships?source=feed#comment-208488 208488 Fri, 18 Jul 2008 09:03:32 -0400
So don't panic if your position drops into the red for a stretch of time, wait out the cycle and sell into run ups. I traded DRYS from the 60's to the 110 range and stepped to the sidelines right before the drop back to the 70's.

I am long in GNK and NAT (both good dividend pays) but use DRYS for trading purposes only right now


]]> http://seekingalpha.com/article/85667-two-water-transport-plays-besides-dryships?source=feed#comment-208461 208461 Fri, 18 Jul 2008 08:43:20 -0400
i wouldn't overplay this 'slow down'. the dry bulk business is quixotic to say the least. i've found articles in complete opposition in the same or consecutive trade periodicals. additionally i see expansion, aggressive expansion, per acquisition and exploration vis a via the coal and iron ore/steel industries.

i guess wall st and its usual suspects are looking at a different world than these global corporations; companies that feel confidant in investing 2008 capital for profits and market share years down the road. if industry is the body wall st is the tape worm.



]]> http://seekingalpha.com/article/78431-general-cable-poised-for-a-good-run?source=feed#comment-207184 207184 Wed, 16 Jul 2008 16:09:12 -0400
However, I seem to have pretty much talked myself out of trying to invest to participate in this coming boom.

1). As someone on another post commented- commodity business. Do these guys have any unique capabilities? Or can a lot of cable companies make the same stuff?

2). Those companies that DO have some sort of unique position in these new technologies I suspect tend to already be pretty pricey. Those are the kind of stocks that Jim Cramer likes.


On the other hand, as a value investor, a company like these guys is not a bad buy just on value basis.

On the other hand, the fact is that even though the oil boom may be due for a correction, the notion that the petro stocks are booming is just plain wrong. Yes some natural gas stocks and oil infrastructure stocks have seen huge runups, but stocks of the integrated oil companies have sat there like beached whales during this oil boom.

Because oil stocks are so dirt cheap and I am a value investor, I am hanging on to mine, namely Conoco and Petro Canada. Did you know that Petro Canada has a projected PE ratio of 5?

Not to mention the oil refining stocks which have been plummeting during this oil boom. I picked up some Valero in the hope that they will see some recovery.


]]> http://seekingalpha.com/article/80582-transocean-cheap-stock-worth-a-look?source=feed#comment-186674 186674 Mon, 16 Jun 2008 17:05:58 -0400
There's no way RIG earns 35% on equity over the long-term. Assuming a 15% return on equity, which is 50% higher than their historical average, they'd be earning $6.60, and selling at 21x that.

As far as margins, they are currently elevated b/c of the high prices that rigs are commanding. There was a similar supply shortage of shipping vessels a few years ago, and rates soared, and the stocks soared, but collapsed later as new ships came online and rates dropped.

If you buy this stock, you are betting against historical precedent-and you are paying a high multiple to book and normalized earnings in what is usually a mediocre business.]]> http://seekingalpha.com/article/80582-transocean-cheap-stock-worth-a-look?source=feed#comment-183838 183838 Wed, 11 Jun 2008 23:50:20 -0400
The Brazilians ARE finding enormous quantities of oil and gas at depths of 35000 or more feet.

And, yes, the technologies are, or will be available to enable production from these depths. It might not be as cheap to produce as oil used to be, but it will be there through the transition to alternative supplies of energy.

]]> http://seekingalpha.com/article/80582-transocean-cheap-stock-worth-a-look?source=feed#comment-183168 183168 Wed, 11 Jun 2008 08:28:09 -0400 find enormous quantities of oil at depths of 35000 feet? Is the technology available and the economics of bringing this
oil to market feasible?
]]> http://seekingalpha.com/article/80582-transocean-cheap-stock-worth-a-look?source=feed#comment-182939 182939 Tue, 10 Jun 2008 21:22:32 -0400
In a low margin industry, like utilities, a very different range of PSR will exist.]]> http://seekingalpha.com/article/80582-transocean-cheap-stock-worth-a-look?source=feed#comment-182736 182736 Tue, 10 Jun 2008 14:51:51 -0400 http://seekingalpha.com/article/80582-transocean-cheap-stock-worth-a-look?source=feed#comment-182476 182476 Tue, 10 Jun 2008 10:28:44 -0400 http://seekingalpha.com/article/80582-transocean-cheap-stock-worth-a-look?source=feed#comment-182360 182360 Tue, 10 Jun 2008 08:46:22 -0400 Thanks to anyone. I'm learning.]]> http://seekingalpha.com/article/80582-transocean-cheap-stock-worth-a-look?source=feed#comment-182263 182263 Tue, 10 Jun 2008 04:49:09 -0400 oilismastery.blogspot.com/]]> http://seekingalpha.com/article/80582-transocean-cheap-stock-worth-a-look?source=feed#comment-182201 182201 Mon, 09 Jun 2008 23:27:13 -0400
Er, what are ROE, P/E, operating margin and earnings growth, if not indicators of valuation? Granted, this is a too-short piece, but it's not like there's nothing there. ]]> http://seekingalpha.com/article/80582-transocean-cheap-stock-worth-a-look?source=feed#comment-182170 182170 Mon, 09 Jun 2008 21:48:39 -0400
PE valuation is enormously cheap given the growth potential and the 2 year backlog.]]> http://seekingalpha.com/article/80582-transocean-cheap-stock-worth-a-look?source=feed#comment-182030 182030 Mon, 09 Jun 2008 15:45:25 -0400 http://seekingalpha.com/article/80582-transocean-cheap-stock-worth-a-look?source=feed#comment-181998 181998 Mon, 09 Jun 2008 15:00:39 -0400