DRYS Forum Topics
- All Comments on DRYS
- General Discussion on DRYS
- Drybulk Shipping: Prepare for a New Record High [view article]
- Replacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
- Rising Oil and the Future of Globalization: Implications for Transport Stocks [view article]
- Good News For Dry Bulk Shipping [view article]
- An Overview of the Global Shipping Industry [view article]
- Jim Kingsdale: Selling SQM and Bullish on Dryships [view article]
- Good Time to Buy a 'Little' Shipping [view article]
- RIO's Rising - Cramer's Lightning Round (6/9/08) [view article]
- Dryships Ahoy - Cramer's Lightning Round (5/5/08) [view article]
- Show Some Respect for Shipping Fundamentals [view article]
- De-Globalization: Oil, Transport Costs and Inflation [view article]
loading ...Recent DRYS Articles
- Replacement Candidates for David Merkel's Portfolio: From AA to ZZ
- Drybulk Shipping: Prepare for a New Record High
- Rising Oil and the Future of Globalization: Implications for Transport Stocks
- Good News For Dry Bulk Shipping
- Jim Kingsdale: Selling SQM and Bullish on Dryships
- An Overview of the Global Shipping Industry
- Good Time to Buy a 'Little' Shipping
- De-Globalization: Oil, Transport Costs and Inflation
- Is There an Oil Crisis Looming?
- Dell Rescues Tech - Fast Money Recap (5/30/08)
- Full List of Articles »
nvestor
Drybulk Shipping: Prepare for a New Record High [view article]
Dont you think gaz price will affect their bottom line massively ??? ReplyReplacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
David, it's nice to hear you are in agreement. Actually, I have been in dry-bulk for a while, and bought NM because they bought a port terminal with grain silos in Uruguay. Its heavily asset-based, even if heavily leveraged, but I favor asset based equities. The Uruguay purchase, and they are keeping the previous owners on-board, is another key factor that really sets NM apart from the other dry-bulk shippers. BTW - I invest only in dry-bulk. Less risk of environmental disasters than tankers.On Jul 07 10:04 AM David White wrote:
> NM is a good bet. It has excellent value. It has an extremely low
> PE and FPE. It also has an excellent Price to Book value ratio. Further
> it has both a new fleet in South America (for the river traffic mostly)
> which is supposed to begin adding 35% to EBITDA beginning in the
> 4th quarter of this year. It got pushed further downward in the recent
> market move in that direction, so it is an excellent buy now. Reply
Drybulk Shipping: Prepare for a New Record High [view article]
stumpy: NM has an excellent PE and FPE. IT also has an excellent Price to Book Value ratio. NM has recently bought a fleet of smaller ships, which it will use primarily for river traffic in South America. These are supposed to begin adding 35% to EBITDA beginning in Q4. This stock has been beaten down lately, so it is an especially good buy. It is both a value and a growth play. In addition NM should not have too much competition in the river traffic segment.Further dry bulk shipping in general got a recent lift from RTP inking an iron ore price contract for this year with both a major Chinese steel manufacturer and Nippon steel. This was for an almost double price increase over last year. This should engender dry bulk rate increases. I believe other iron ore agreements will be sign soon with BHP, etc. This should further lift the Baltic Dry Index. Also the Chinese have been restricting polluting industries (coal and iron ore especially) in anticipation of the Olympics. Q3 and Q4 are normally the hot quarters for shipping. After the Olympics look for shipping to China to pick up for both reasons. NM should do great. I believe most dry bulk shippers will do well. Reply
Drybulk Shipping: Prepare for a New Record High [view article]
stumpy: NM has an excellent PE and FPE. IT also has an excellent Price to Book Value ratio. NM has recently bought a fleet of smaller ships, which it will use primarily for river traffic in South America. These are supposed to begin adding 35% to EBITDA beginning in Q4. This stock has been beaten down lately, so it is an especially good buy. It is both a value and a growth play. In addition NM should not have too much competition in the river traffic segment.Further dry bulk shipping in general got a recent lift from RTP inking an iron ore price contract for this year with both a major Chinese steel manufacturer and Nippon steel. This was for an almost double price increase over last year. This should engender dry bulk rate increases. I believe other iron ore agreements will be sign soon with BHP, etc. This should further lift the Baltic Dry Index. Also the Chinese have been restricting polluting industries (coal and iron ore especially) in anticipation of the Olympics. Q3 and Q4 are normally the hot quarters for shipping. After the Olympics look for shipping to China to pick up for both reasons. NM should do great. I believe most dry bulk shippers will do well. Reply
Drybulk Shipping: Prepare for a New Record High [view article]
stumpy: NM has an excellent PE and FPE. IT also has an excellent Price to Book Value ratio. NM has recently bought a fleet of smaller ships, which it will use primarily for river traffic in South America. These are supposed to begin adding 35% to EBITDA beginning in Q4. This stock has been beaten down lately, so it is an especially good buy. It is both a value and a growth play. In addition NM should not have too much competition in the river traffic segment.Further dry bulk shipping in general got a recent lift from RTP inking an iron ore price contract for this year with both a major Chinese steel manufacturer and Nippon steel. This was for an almost double price increase over last year. This should engender dry bulk rate increases. I believe other iron ore agreements will be sign soon with BHP, etc. This should further lift the Baltic Dry Index. Also the Chinese have been restricting polluting industries (coal and iron ore especially) in anticipation of the Olympics. Q3 and Q4 are normally the hot quarters for shipping. After the Olympics look for shipping to China to pick up for both reasons. NM should do great. I believe most dry bulk shippers will do well. Reply
Replacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
NM is a good bet. It has excellent value. It has an extremely low PE and FPE. It also has an excellent Price to Book value ratio. Further it has both a new fleet in South America (for the river traffic mostly) which is supposed to begin adding 35% to EBITDA beginning in the 4th quarter of this year. It got pushed further downward in the recent market move in that direction, so it is an excellent buy now. ReplyReplacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
Very valuable too me.....it says too replace your loosers with winners and have a selection process....most of these stocks will probablely be winners and he knows it and says you do not have too pick the very best just one that will outperform your loosers...this is very insightfull and goes with the golden rules of trading...increase winnners and decrease loosers.... ReplyReplacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
No value to me, completely useless in it's present form. ReplyGeneral Discussion on DRYS
WILL DRYS RECOVER NEXT or FOLLOWING WEEKS?Based on recent meetings (disclosure by DRYS of their future prospects) and fleet expansion, DRYS should do much better. Still I do not understand why DRYS loss significant value in last ten days or so. This quarter their earning will be way up than expected. I know that DRYS - most of their fleets are under fixed rate contract - therefore oil concern and current economy condition should not affect the stock value at least in foreseeing future. Unfortunately, that's not the case based on what happened in the last few weeks where stock value got hammered. This is true with entire shipping industry as all the indexes are showing down trend for the last one month or so. I would appreciate if anyone who can comment on DRYS particularly emphasizing the prospects of stocks in particular and shipping industry in general - going up or down until the day of their earning announcement (2nd quarter) on August 21st(?). Reply
Replacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
very silly article-no value unless some has a week of time to review. ReplyReplacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
David, In late January you liked VSH. Today it is much cheaper, but every quarter they seem to take a new non-recurring charge that turns out to be anything but non-recurring.The stock was moving up from 8.5 to 10.5 and now after a couple of terrible weeks, its back under 9 again. It looks cheap to me, but I don't see any catalyst on the horizon for it to go up. What are your thoughts today on VSH? ReplyReplacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
Get serious. If you must own so many stocks just buy IYY and go on vacation. ReplyReplacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
Thanks for the list. I a always looking for starting points unique from my own. I will run through on my P & F charts, then start my fundamental analysis. A few on my watchlist are DHR, GPC, TECH, SYY and VFC. For growth, i am watching TSCO and BWLD. ReplyReplacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
Why NM David? I know it's highly leveraged, but I think with patience it will shine. My one concern is how the relationship will work between NM and NMP, how the assets will shift and of course, the distribution of profits. That being said, I'm long NM and just think that in this market investors have to be more patient with their speculative holdings. Maybe I'm just willing to hold on longer than you are. I'd like to hear your thoughts. ReplyReplacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
Too many to have any value. Not managable Reply