drys long's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/163880/comments http://seekingalpha.com/article/82411-good-news-for-dry-bulk-shipping?source=feed#comment-191778 191778 Tue, 24 Jun 2008 11:13:39 -0400 http://seekingalpha.com/article/79655-petrobras-extremely-overvalued?source=feed#comment-178148 178148 Mon, 02 Jun 2008 16:23:29 -0400 http://seekingalpha.com/article/70864-dryships-and-the-oil-rush?source=feed#comment-135950 135950 ]]> Thu, 03 Apr 2008 10:22:35 -0400 ]]> http://seekingalpha.com/article/70864-dryships-and-the-oil-rush?source=feed#comment-135312 135312
As for paying dividends and/or reducing debt - that is a fine strategy for a nice conservative company like DSX. When I look at the relative performance from the middle of 2006 I see DSX has gone from $10 to $27 while DRYS has gone from $10 to $60. Laughing stock??]]> Wed, 02 Apr 2008 13:00:26 -0400
As for paying dividends and/or reducing debt - that is a fine strategy for a nice conservative company like DSX. When I look at the relative performance from the middle of 2006 I see DSX has gone from $10 to $27 while DRYS has gone from $10 to $60. Laughing stock??]]> http://seekingalpha.com/article/70695-bullish-on-commodities-consider-dryships?source=feed#comment-134576 134576 Tue, 01 Apr 2008 11:50:35 -0400 http://seekingalpha.com/article/69657-dryships-short-squeeze-potential?source=feed#comment-133071 133071
If you are arguing that steel companies are moving closer to iron ore mines does that also mean that farmers are moving closer to fertilizer supplies?

As for dry bulk shipbulding, wouldn't high steel prices make newbuilds more expensive and existing vessels more valuable?

I don't mind short sellers touting their position - if the reasons make sense I am happy to say that we agree to disagree and let the best man win but your reasoning is weak and you offer no calculation as to how you get to $30. Is that just your gut sense - that the stock will go down 50% from here? Good luck]]> Fri, 28 Mar 2008 13:10:31 -0400
If you are arguing that steel companies are moving closer to iron ore mines does that also mean that farmers are moving closer to fertilizer supplies?

As for dry bulk shipbulding, wouldn't high steel prices make newbuilds more expensive and existing vessels more valuable?

I don't mind short sellers touting their position - if the reasons make sense I am happy to say that we agree to disagree and let the best man win but your reasoning is weak and you offer no calculation as to how you get to $30. Is that just your gut sense - that the stock will go down 50% from here? Good luck]]> http://seekingalpha.com/article/69017-dryships-increasingly-valuable-fleet-of-vessels?source=feed#comment-128209 128209 Tue, 18 Mar 2008 10:55:15 -0400 http://seekingalpha.com/article/68735-dryships-undervalued-compared-to-competitors-and-the-market?source=feed#comment-127806 127806 Mon, 17 Mar 2008 15:52:48 -0400 http://seekingalpha.com/article/68565-dryships-deserves-more-love?source=feed#comment-127711 127711
As far as the industry - any quick web search will tell you that iron ore, coal, and fertilizer are all in huge bull markets right now.]]> Mon, 17 Mar 2008 12:47:14 -0400
As far as the industry - any quick web search will tell you that iron ore, coal, and fertilizer are all in huge bull markets right now.]]> http://seekingalpha.com/article/68565-dryships-deserves-more-love?source=feed#comment-126611 126611 Fri, 14 Mar 2008 14:23:05 -0400