Teekay Shipping Corp. (TK)

All Comments on TK

  • 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
    guliamo
    Jun 27 07:01 AM
    My Website
    An Overview of the Global Shipping Industry [view article]
    Carl... the link to your website is inaccessible.. FYI


    On Jun 19 11:03 AM carl martin wrote:

    > why doesn't this work? after shipping.capitallink comes dot com.     Reply
  • commenter
    Carl Martin
    Jun 19 11:03 AM
    My Website
    An Overview of the Global Shipping Industry [view article]
    why doesn't this work? after shipping.capitallink comes dot com. Reply
  • commenter
    Carl Martin
    Jun 19 11:01 AM
    My Website
    An Overview of the Global Shipping Industry [view article]
    sorry - typo - try - shipping.capitallink.c... Reply
  • commenter
    Carl Martin
    Jun 19 10:58 AM
    My Website
    An Overview of the Global Shipping Industry [view article]
    The best place for shipping news, facts and opinions is at - shipping.capitallink.c... - That's right, there are two dots in that address. Reply
  • commenter
    slickship
    Jun 19 10:40 AM
    An Overview of the Global Shipping Industry [view article]
    I'm hearing Maritime may bid for Diana Shipping Lines with stock and cash. Has anyone heard this? May be time to reload? Reply
  • commenter
    User 209150
    Jun 12 11:22 AM
    An Overview of the Global Shipping Industry [view article]
    What a difference a day makes. During the past several weeks it was hard to keep up with the surge in shipping stocks. Today, it appears from the crash like quotes that the shipping business is going out of business. Reply
  • commenter
    Jim
    Hawthorne
    Jun 12 12:04 AM
    An Overview of the Global Shipping Industry [view article]
    Keep a close eye on the BDIndex... It will help you in your timing just as it has mine!
    www.investmenttools.co...     Reply
  • commenter
    blink0404
    Jun 11 07:12 PM
    An Overview of the Global Shipping Industry [view article]
    An industry expert with a shipping portfolio talks about DRYS and Eagle Bulk.
    Worth the listen if you're interested in this industry and these stocks.

    Check out this podcast on greenfaucet.
    greenfaucet.com/ (It's "Hanlon on shipping" down at the bottom of this homepage)

    Anyone else have any other good information on the industry?


    On Jun 10 07:54 PM d_teller wrote:

    > There's a number of shippers of dry bulk to add:
    >
    > Genco (GNK), compares with EGLE & DSX
    >
    > Paragon (PRGN) a smaller, newbie; Starbulk (SBLK) and Oceanfreight
    > (OCNF), recently listed and paying nice dividends...all down somewhat
    > today.
    >
    > ALEX' share price also reflects its land holdings, valued at 1975
    > dollars/acre, and worth a lot more, but shipping costs have hammered
    > this security...not yet low enough for me to purchase.
    >
    > Finally, a limited (PTP) partnership of barges, doing well along
    > the U.S. coast = U.S. Shipping Partners (USS)...but not for a shelterd
    > account.     Reply
  • commenter
    d_teller
    Jun 10 07:54 PM
    An Overview of the Global Shipping Industry [view article]
    There's a number of shippers of dry bulk to add:

    Genco (GNK), compares with EGLE & DSX

    Paragon (PRGN) a smaller, newbie; Starbulk (SBLK) and Oceanfreight (OCNF), recently listed and paying nice dividends...all down somewhat today.

    ALEX' share price also reflects its land holdings, valued at 1975 dollars/acre, and worth a lot more, but shipping costs have hammered this security...not yet low enough for me to purchase.

    Finally, a limited (PTP) partnership of barges, doing well along the U.S. coast = U.S. Shipping Partners (USS)...but not for a shelterd account.     Reply
  • commenter
    oilsands
    Jun 10 12:01 PM
    An Overview of the Global Shipping Industry [view article]
    Hydrocarbons are moved in great volume by pipeline, esp. from Canada and Mexico to the US; however, the vast bulk of the transport is by ship. Maybe someone knows what the true per centage is. Reply
  • commenter
    oilsands
    Jun 10 11:57 AM
    An Overview of the Global Shipping Industry [view article]
    Thanks for the breakout by focus. What about the other shipping stocks? You list factors for evaluating need, etc, but give no indication of where such data is located, or if it exists. I would imagine a lot of compiling is required. Does anyone do this?

    You failed to mention DRYS venture into oil drillling platforms.     Reply
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