Seeking Alpha
  • J Mintzmyer
    Will $ASC crowd out investment in $STNG? They are late to party. I'm long $STNG and $NAT. No interest in $ASC yet. Shipping always IPO high.
    8/1/13
    Reply (4)
    • therealevan: STNG with the stronger balance sheet making profits Q1, I'm long STNG!
      8/3/13
    • J Mintzmyer: Long also, I don't like the potential for crowding in the eco-sector. $ASC is literally trying to be a copycat. Not sure about $STNG mgt...
      8/3/13
    • J Mintzmyer: I like $NAT management better (trust him), but their fleet quality is poor and their pay-out-of-equity dividend approach is killer...
      8/3/13
    • therealevan: $ASC we'll see what the $NAT q2 looks like. I think they'll beat revenue & EPS.
      8/3/13