Seeking Alpha

flashrob » Comments » MCF

  • China, Shipping and the Great Commodity Carry Trade [View article]
    this is one of my posts off the DRYS...yah board...though it my be useful to investors in DRYS and Ocnf...and some of the others in the dry bulk sector....


    ...MANY OF YOU ARE UNDER THE "ILLUSION" that your posts "short or long" GREATLY AFFECT THE PRICE OF DRYS... YOU ARE WRONG... though your posts "short or long" may SLIGHTLY INFLUENCE THE PRICE OF DRYS...

    THE TRUTH IS IS "BIG OUTSIDE MONEY" COMING IN and DRIVING UP THE "BUY SIDE" OF THE STOCK.

    LOOK AT THE LINK BELOW AND YOU WILL SEE DRYS "MORE THAN TRIPLING" in the period from the beginning of Mar into the first week of May09.

    GET IT..."BIG OUTSIDE MONEY" don't give a CRAP ...about your posts illuding to "share dilutions," mgmt ripoffs, etc.

    Get It! ...they don't LISTEN TO YOU...I JUST POST HERE for the "small investor" giving him reason for long term play on DRYS, OCNF...and the rest of the DRY BULK SECTOR...which will be one of the safest and profitable plays IF YOU BET "LONG" ON THE STOCK!

    NOTICE: IN THE HISTORICAL PRICES on the link...the HUGE RUN-UP IN "VOLUME AND SHARE PRICE"

    FOR A PERIOD OF ABOUT TWO MONTHS...sure the shorts will say, yeah but we came back down...

    SO WHAT...my point is THAT YOU/THEY HAVE LITTLE INFLUENCE ON THE PRICE OF THE STOCK...

    BIG OUTSIDE MONEY CAME IN BECAUSE OF CHINA/BDI...then they MOVED ON...AFTER MAKING A BIG HIT.

    NOW, ANOTHER MAIN POINT IS "THAT THEY WILL BE BACK SHORTLY (NO PUN INTENDED) ...

    and DO IT ALL OVER AGAIN...AND YOU WILL SEE DRYS run-up OVER 10 once again...and it has little to do with your posts, either "short or long."

    This is headed your way: BIG UP AGAIN...why:

    1. China growth...proving to be, not just a temp phenomena

    2. DRYS has dropped significantly since the 10 range in May09...and will be looking REAL GOOD to the BIG OUTSIDE MONEY.

    finance.yahoo.com/q/hp...

    so, keep posting like me...BUT BE AWARE THE STOCK RUNS UP BIG TIME...due to BIG MONEY OUTSIDERS...DRIVING IT UP! ...then they move on to another play...but they COME BACK...

    BECAUSE THEY DO THIS WITH STOCKS...that have REAL GOOD POTENTIAL...so if they want to STAY IN FOR THE LONGER TERM...there is little DOWNSIDE RISK...of getting stuck in a loser for the long term...

    the very fact that they are doing this with DRYS shows THEIR LONGER - TERM CONFIDENCE IN THE STOCK...

    SO, WERE HEADED FOR ANOTHER "BIG RUN UP!" ...AND I WOULDN'T WANT TO MISS IT...because some dumb little short scared me out... WHEN THE WAVE UP COMES IN BIG TIME...the shorts will JUST BE FLUSHED AGAIN...it's nice to have 'em ...SHORTS ARE GRAVY on drys run-ups...
    and I'M SURE THE BIG-MONEY looks at the SHORT INTEREST when they figure that...

    IT'S TIME TO RUN THIS BABY "UP AGAIN!" ...short interests is about it's max for some time...a bit over 4mil...so I FIGURE THE "BIG-MONEY" considering that as a factor..."when they decide to make a move"
    know "short interest" is about as high as it's likely to go in this time setting...

    so, look out shorts...

    regards,

    flashrob
    Aug 02 14:08 pm |Rating: 0 -2 |Link to Comment
More on MCF by flashrob
Comments by Ticker
flashrob's
Comments Stats
174 comments
Rating: -76 (58 - 134 )