DryShips Inc. (DRYS)
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DRYS Forum Topics
- All Comments on DRYS
- General Discussion on DRYS
- Replacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
- DryShips: 'Earnings Catalyst' Follow-Up [view article]
- 41 Stocks Returning 10% or More Last Week [view article]
- Olympics Ending Should Boost Commodity Driven Stocks [view article]
- Wall Street Breakfast: Must-Know News [view article]
- DryShips Inc. Q2 2008 Earnings Call Transcript [view article]
- Two Water Transport Plays - Besides DryShips [view article]
- Drybulk Shipping: Prepare for a New Record High [view article]
- The Bear Reaches Out for Commodities [view article]
- The Brightest Stars in the Commodities Boom, Part Two [view article]
- A New Way for Investors to Sail the Seas [view article]
loading ...Recent DRYS Articles
- DryShips: 'Earnings Catalyst' Follow-Up
- Wall Street Breakfast: Must-Know News
- Olympics Ending Should Boost Commodity Driven Stocks
- 41 Stocks Returning 10% or More Last Week
- DryShips: Earnings Catalyst Ahead
- The Bear Reaches Out for Commodities
- Ahead of the Fed - Fast Money Recap (8/4/08)
- A New Way for Investors to Sail the Seas
- Two Water Transport Plays - Besides DryShips
- Are SQM and DRYS Still Good Buys?
- Full List of Articles »
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The Brightest Stars in the Commodities Boom, Part Two [view article]
The thing about coal is the price the companies are selling at is growing even as I type. As long as cost stay under control, profits will be up. Until that changes, coal is where to be! ReplyThe Brightest Stars in the Commodities Boom, Part Two [view article]
cool stuff esp the facts on chinese weddings. these are the things that one needs to know.wouldn't it be a better idea to buy miners who dig up cobalt than corps that use it? and don't certain major iron and coal miners come up with it almost as a by product or coincidental product 'find' in the course of work?
i still like met coal. for the time being steel has no broadly used alternative. buy dips. sells spikes. make money. don't be bitter.
per dry bulk. i keep asking appropriate parties why loading, unloading and transporting - land, sea - coal is so stuck in the past technologically. no answers yet. however the price 'warnings' mentioned by m.a. are appropriate. companies bid and are frequently happy to take what they can get as opposed to what the wall st journal says they should get. do you ever pick up the phone and talk to these guys? time is money.
ps. congrats on your grammies, m.a.
Reply
The Brightest Stars in the Commodities Boom, Part Two [view article]
An earthquake hits a major US city. Eveyone bails on All Insurance stocks. All Markets go down simultaneously, not because anything fundamental has changed, but because the Insurance Companies sell whatever they own that is liquid to raise money for the coming Liability Tsunami.Financial Institutions have their own Tsunami on the near Horizon. They have moved Billions onto Level 3.
But Accounting Regs. have not been changed and "Mark to Market" is looming. How to raise money while saying everything is HunkyDory, Dump whatever you can but be as unobtrusive as possible. Blame the moves in all the Markets on Speculators.
Use rallies in stocks to sell and accumulate hard asset stocks as they drop.
The Bejing area is off limits in China currently because of the Olympics. Once they are over, industrials in the area will restart and commodity consumption will increase. Do not look for a slowdown in reconstruction areas, Earthquake/snow/flood for the foreseeable future. Reply
The Brightest Stars in the Commodities Boom, Part Two [view article]
Excellent reading. Thanks.Ross makes a good point however; those are some seriously ugly charts! There would seem to be no rush to take positions in these stocks. I have added them to my watch list, however, and will track with interest.
Reply
The Brightest Stars in the Commodities Boom, Part Two [view article]
I love Monday morning quarterbacks. AFTER a huge hit to commodities, our "expert" posts the news to sell coal, etc. Commodities including coal are in a long term uptrend and this sharp correction will be followed with furrther upward momentum. I have been overweight in energy since 1999, and have seen these pullbacks before. While I am most bullish on natural gas ,oil is going to continue to go up in price as long as the rest of the world sucks it up. Asia is adding cars every day and hasn't the natural resources to fuel them. Disclosure: I own 27,000 shares of CHK and have large positions in COP, XTO, EP, WMB, XOM, OXY and numerous oil services as well as pipelines OKS, MWE, KMP, EEP & TPP and coal as well through BHP & NRP. ReplyThe Brightest Stars in the Commodities Boom, Part Two [view article]
Lol, nice revisionist history, Mark. You were telling us to move money from Coal to Nat Gas, and it took just as big of a hit... ReplyThe Brightest Stars in the Commodities Boom, Part Two [view article]
Wow you really know a lot about this stuff and I have never read anything about this topic before. Thank you for the info. I have to say though, I have owned these stocks early in the year, they came up on my screens, but the charts broke down, and I got out with a small loss, these stocks are in real trouble (matbe not the companies). What will be the catalyst to turn the stocks around? I have found that stuff that isnt working, continues to not work until it does. ReplyReplacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
If that is your replacement list can we see the rest of what you currently own. At first glance it seems like you may toss the majority of your energy, financials, and tech holdings. Can we get a sector percentage to give some clarification? Here I will make your task much easier, stocks on your list I would hang on to would include: AA, AYR, BDK, BKS, CBI, CMI, COMS, CPB, CSCO, DD, DRYS, DUK, FCX, FTO, HELE, HNZ, HOC, HON, IPSU, IR, JCI, KCI, KMX, NVS, OSK, PAYX, PPC, PPG, PRU, RTN, SNY, TSO, TTC, TXT, VE, VZ, WAG, WY. Replynvestor
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.... Reply