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Timmothy Posey » Comments » DRYS

  • The Baltic Dry Index Gets Moving [View article]
    I've held EXM from $6 and rode is all the way down to $3 and now back up to $7.50. I'm selling calls on it because I'm bearish on the overall sector. I think this whole sector will get sold off once we realize this whole idea of "green" shoots was fake.
    Apr 15 19:00 pm |Rating: +2 -4 |Link to Comment
  • DryShips: The Time to Buy Is Now [View article]
    EXM is an easier and safer play.
    Feb 10 22:27 pm |Rating: +2 -2 |Link to Comment
  • Dryships - Reality Strikes Back [View article]
    EXM is a better value play. They're not as highly levered, and they have more shipping capacity (currently above 96%) than DRYS.

    The author is right, but in the end wrong. The quote about free shipping rate has nothing to do with dry shippers. Secondly, dry shipping companies are the basis for any manufacturing to occur in the U.S. or China. These raw materials will be the first to tick up in the event of a recovery.
    Jan 23 18:04 pm |Rating: +3 -1 |Link to Comment
  • Looking for Opportunities in an Irrational Market Place [View article]
    More chicken little "The Sky is Falling Due to Kondratieff Cycle" F.U.D.
    Jan 11 14:37 pm |Rating: +3 0 |Link to Comment
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