Nordic American Tanker Shipping Ltd. (NAT)
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NAT Forum Topics
- All Comments on NAT
- General Discussion on NAT
- A Fresh Look at Shipping Company Stocks [view article]
- Torpedo Dry Ships - Cramer's Lightning Round (10/8/08) [view article]
- Nordic American Tanker: Dividend Stock Analysis [view article]
- Investing in Tankers: Ship, Ship, Hooray? [view article]
- Chinese Market Annihilated - Cramer's Lightning Round (9/24/08) [view article]
- Sitting Pretty With Sears - Cramer's Lightning Round (9/18/08) [view article]
- Good Dividend News: Nordic American Tanker, Aircastle [view article]
- Nordic American Tanker: Income Strong, Raises Dividend [view article]
- Keep Buying Big Brown - Cramer's Lightning Round (9/4/08) [view article]
- 7 Companies Raising Dividends In This Tough Market [view article]
- Don't Sell Celgene - Cramer's Lightning Round (7/30/08) [view article]
- Positive on Pop - Cramer's Lightning Round (7/31/08) [view article]
Recent NAT Articles
- A Fresh Look at Shipping Company Stocks
- Nordic American Tanker: Dividend Stock Analysis
- Good Dividend News: Nordic American Tanker, Aircastle
- 7 Companies Raising Dividends In This Tough Market
- Nordic American Tanker: Income Strong, Raises Dividend
- Investing in Tankers: Ship, Ship, Hooray?
- A New Way for Investors to Sail the Seas
- Ship Finance Int'l: Steady Income in a Volatile Sector
- Nordic American Tanker Reports Q2 Guidance, Expect Higher Dividend
- Day Rates Headed Higher at Nordic American Tanker
- Full List of Articles »
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Investing in Tankers: Ship, Ship, Hooray? [view article]
Months ago, a post on SA regarding tankers/shipping mentioned a "seasonal aspect" to the price of tankers companies. Anyone recall/know what that might be? I don't have any shippers in my portfolio, but have been aware of/keeping an eye on the segment.Thanks.
old trader Reply
Investing in Tankers: Ship, Ship, Hooray? [view article]
nobody has figured out a way to pave over the ocean.FRO &NAT have been great for me. ReplyInvesting in Tankers: Ship, Ship, Hooray? [view article]
I'm surprised Tsakos Energy Navigation (TNP) isn't listed. A Reuters ProVestor Report Dated 28 July 2008 indicates that Tsakos out performs the others in areas of Profit Margin (5-yr avg.), Profit Margin (TTM), EBITD Margin and ROE. TNP also meets and in some cases surpasses the others in Revenue Growth (TTM) ReplyInvesting in Tankers: Ship, Ship, Hooray? [view article]
Also check out SFL, which had a classic head and shoulders in May-June, which resulted in a 10% drop from the neckline at $30. It's since started recovering... ReplyInvesting in Tankers: Ship, Ship, Hooray? [view article]
Eli,Technicals look like a possible head and shoulders pattern (bearish) is forming on FRO, neckline at $60. I don't own the name, but would be wary of starting a position here until the pattern is broken. If it is a true H&S, we can expect a breakdown past $60, a retrace to the neckline, followed by a larger dip. Higher volume on the dips, lower on the retrace. What do you think?
BD Reply
Don't Sell Celgene - Cramer's Lightning Round (7/30/08) [view article]
Cramer did lose faith in Celgene, but its giant army of loyalists who know it best did not. The near-term is absolutely brilliant, with international and label expansion of Revlimid sales, and Vidaza stealing all of Dacogen's thunder. And that's all that most investors care to hear about. But many who know the company best believe that several products in the pipeline have real potential to be far bigger even than Revlimid - starting with the next one likely to hit the market, Apremilast, which is an oral Enbrel. ReplyPositive on Pop - Cramer's Lightning Round (7/31/08) [view article]
Embraer IS on fire as all of the world's airlines will be looking for short route planes highly efficient is fuel costs from 35-110 passengers and ERJ is the leader of the pacl in S AMerica. BUY the stock, ignore Cramer's tie-in w/Boeing-they don't rely on each other for movement up/down at all...ERJ will ascend greatly over the next 2 years and started to ascend over the past few months already-check the chart you'll see-LOX ReplyA New Way for Investors to Sail the Seas [view article]
Elliot,I'd agree with your assesment, but isn't that the point of an ETF? Allowing an investor to make a "sector bet", without having to decide, for example, if tanker companies relying on the spot market are "smarter" than those that rely on long term charters?
An ETF such as this would allow an investor to play a "macro" theme, (such as growing global trade), while possibly increasing portfolio performance by making judicious investments on individual securities. (For example, buying shares in tanker companies relying on spot markets, if one's analysis on conditions lead one to believe the spot market would be strong over the next 1-2 years).
Just sayin'....
old trader Reply
Miller
A New Way for Investors to Sail the Seas [view article]
One problem with the analysis is that it does not take into account the individual characteristics of the companies. There are dry bulkers, wet tankers, LNG tankers and container ships all included in the chart. Within each group there are differences (for example EGLE's fleet is Supramx and Handymax, while GNK's includes Panamax and Capesize) and between groups there are differences (dry bulkers react to the BDI, most tankers are in pools that share profits, etc.). The rate of new building underway is greater for tankers and containers than for dry bulkers and within the dry bulk sphere the rate of new buildings is lower for Supramax than for Capesize and Panamax. Also different is the mix between charter lives and spot. Some, like Frontline, are highly exposed to spot prices. Many dry bulkers have 3-5 year charters and Sea Span has every vessel on the water and in construction subject to 11 year charters (in the case of new-builds, beginning when they are completed).In short, shipping is too varied an industry to present as a monolith,without differentiation by company and function. Reply
A New Way for Investors to Sail the Seas [view article]
I don't own any of the shares and all of the research was done by me as a new ETF idea, as with all of the other ETF ideas I have posted. ReplyA New Way for Investors to Sail the Seas [view article]
Mike, first, some ownership disclosure please. Second, is this chart from another source, or did you assemble it yourself? Replypessimistic
optimist
Ship Finance Int'l: Steady Income in a Volatile Sector [view article]
I am hearing the registers ( notice I was plural) ring. I have NAT, until this mroning I played hard with FRO and will come back with a slight pull-back. If it drops one dollar I will pull the trigger again. I will also pounce on SFL possibly by week's end. There we will remain long. Though volatle as mentioned, very worthy dividends dancing on the backs of reduced share pricing. ReplyShip Finance Int'l: Steady Income in a Volatile Sector [view article]
Remember the higher yielding tanker companies like FRO, NAT and I believe TNK earn their rates on the spot market and the dividends fluctuate hugely. This last quarter ($2.75)was the highest dividend for FRO since they paid $3.10 in Q1, 2005. SFL is a more conservative play, having first call on much of FRO's revenues and a 20% profit share above a certain revenue level. ReplyShip Finance Int'l: Steady Income in a Volatile Sector [view article]
if you can for the next few years FRO & SFL will treat you good. Replysion
Ship Finance Int'l: Steady Income in a Volatile Sector [view article]
Let's see, FRO has a lower P/E and more than double the dividend. SFL was spun off, why? FRO seems like a much better buy if you don't own either. What about TNK which yields over 12% ? Reply