Seeking Alpha

guliamo » Comments » Single Comment |

  • DryShips: The Time to Buy Is Now [View article]
    This is great analysis, but could we be missing the Forrest for all the trees here?
    For me, to go long - I need a better reason than re-figuring balance sheets.
    DRYS have done a terrible job managing their business and the macro truth remains - demand for shipping and products is down down down.. will they survive? maybe. But beaten down companies with better macro prospect are a dime a dozen these days..
    Nevertheless, great piece, thanks.
    Feb 09 11:37 am |Rating: +4 -3
All Comments by guliamo »
Comments by Ticker
AAPL, ABB, ACH, ACI, ACIW, ACLS, ADBE, ADI, AFAM, AGU, AIG, AIV, AKNS, AKS, ALEX, ALTR, ALVR, AMAT, AMB, AMED, AMR, AMSC, AMX, AMZN, ANAD, ANR, ARAY, ARE, ATRO, AYR, BABY, BAC, BARE, BBSI, BBY, BCON, BGP, BLG, BMY, BP, BPFH, BRCM, BRK.A, BRK.B, BRP, BRY, BTU, BXP, BZ, C,
guliamo's
Comments Stats
85 comments
Rating: -9 (31 - 40 )