Navios Maritime Holdings Inc. (NM)

All Comments on NM

  • commenter
    thomas728
    Sep 10 07:06 AM
    Replacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
    Hey guy........where is WaMu ? Every portfolio needs a solid
    financial.

    Mr. Nygren     Reply
  • commenter
    Daniel
    Jacome
    Sep 04 04:36 PM
    My Website
    Replacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
    can we dump this into a spreadsheet next time and rank them a bit. this is just another snow job: ) Reply
  • commenter
    pockyclips
    2020
    Aug 12 02:07 PM
    Replacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
    This looks like a dartboard. Pick 3 sector ETFs, 3 little followed stocks
    and sleep better at night.     Reply
  • commenter
    wpdragon
    Aug 10 12:32 PM
    Drybulk Shipping: Prepare for a New Record High [view article]
    hey getthefactsstraight... congratulations... you've now been totally incorrect on TWO boards, yahoo and now here. Audio has nailed the drybulker weakness while your naive pollyanna cheerleading has been totally off course. Way to go! Reply
  • commenter
    User 81960
    Jul 30 04:41 PM
    Replacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
    YOU HAVE TO MANY STOCKS TO FOLLOW.
    ALL YOU NEED IS SOMETHING LIKE THESE.
    CHK / CSCO / EMC / FCX / GE / HAL / IPI / MON / MRVL / MSFT / RIMM / T / TEVA / V / WB / YUM.
    JUST 16 STOCKS TO FOLLOW.
    THEN YOU CAN DO YOUR HOMEWORK ON EACH .     Reply
  • commenter
    old trader
    Jul 27 01:09 PM
    My Website
    A 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
  • commenter
    Elliot
    Miller
    Jul 27 11:37 AM
    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
  • commenter
    mikehav
    Jul 27 11:11 AM
    My Website
    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. Reply
  • commenter
    NEH
    Jul 27 11:04 AM
    A 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? Reply
  • commenter
    morgan77
    Jul 24 12:52 PM
    Drybulk Shipping: Prepare for a New Record High [view article]
    www.greenfaucet.com/sh...


    On Jul 24 12:51 PM morgan77 wrote:

    > TBSI as a leader--
    > A little more support for the TBSI rally-
    > James RevShark DePorre called it a market leader today in his podcast
    > on greenfaucet.com. He also named EXM and GNK as stock picks.
    > Just wanted to let you all know that now is the time to get in if
    > you haven't already.
    > You can listen on the site under podcasts if you want more info (he
    > talks about the market generally too)     Reply
  • commenter
    morgan77
    Jul 24 12:51 PM
    Drybulk Shipping: Prepare for a New Record High [view article]
    www.greenfaucet.com/sh... Reply
  • commenter
    morgan77
    Jul 24 12:51 PM
    Drybulk Shipping: Prepare for a New Record High [view article]
    TBSI as a leader--
    A little more support for the TBSI rally-
    James RevShark DePorre called it a market leader today in his podcast on greenfaucet.com. He also named EXM and GNK as stock picks.
    Just wanted to let you all know that now is the time to get in if you haven't already.
    You can listen on the site under podcasts if you want more info (he talks about the market generally too)     Reply
  • commenter
    getthefactss
    traight
    Jul 18 04:51 PM
    Drybulk Shipping: Prepare for a New Record High [view article]
    billf921 (alias of audioFOOL)

    You've been preaching your doom and gloom scenario on the EXM board and others and evidently as a short you'd like to believe what you post, but just the opposite of what you say is true. They're will be a shortage of ships thru the end of 2009 at least and probably well into 2010 which augers well for higher rates.

    Your criticism of a well documented article confirms you have no idea what you're talking about.     Reply
  • commenter
    fxtrader07
    Jul 18 06:20 AM
    Replacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
    4-5 index etfs probably would do it as well. don't tell me you can keep track and properly analyze and follow all of your holdings. way too many.
    zero value added.     Reply
  • commenter
    Graham
    Jul 10 10:47 PM
    Replacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
    Hi David,

    i have no idea how you pick stocks, what is your method? However, i see you have 3 companies in your list that i am long on, FTEK, FSR and FAST. I would like for you to check out ISLN, EXBD and MKL     Reply
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