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Fahgetabout it (Brooklyn spelling).
Sep 22 11:40 am
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All Comments by bdp1ConsultingLtd »Shipping Stocks Look Good for Extreme Value Investors [View article]
Lots of mixed metaphors from the NY Post- a font of business knowledge for sure. There are different types of ships, the companies are not all the same, so I would shy away from vehicle encompassing all the sectors. But, yes, the industry is worth buying into.
The container guys (toys, electronics) may be waiting longer than drybulk guys (who already saw a pleasant and unexpected pickup this year) or tanker guys (where trade flows can shift dramatically in short periods of time).
Notwithstanding the above, in the container sector, I like SSW (huge Chinese exposure) if you insist on the consumer angle. In drybulk (rocks being loaded into boats), EGLE or DSX, and in tankers (crude oil) GMR.