• Seth Walters
    Trades today: Long $DRYS due to slight recent uptrend, uptrending BDI, and potential Greek bailout tranche. China not crashing= IO imports.
    Reply (3)
    • Grand Nagus Kelly: I really like DAC in this sector but it's low volume worries me a bit. Any thoughts Seth?
    • Seth Walters: I don't know much about it, but it's containership rather than drybulk. I view drybulk = China recovery, containership = US/Euro recovery.
    • Seth Walters: I entered this at 1.73 and exited at 1.82 I think. small profit. their subsidiary orig lost 5 contracts for their oil rigs... no good.