thefuture007

Seven Oil Tanker Stocks That May Get Beaten Up by OPEC

Hi
Just a quick note,when you leave out a major component of this sector which is Oil ship Bulkering,Such as what Shell and others are trying to do.
Buy oil at todays ,Possible low prices,..And place into OIL Tanker ships and Sell into market,in next 6 motnhs or so.
That Creates a lack of ships to ship oil or bulker oil vs Demand.
Thoughts on this with a proposed OPEC Cut.?
Thoughts on How many Ships Bulkered vs how many can be used spot,Time charter..?
Those Factors are what will Determine on a more Fundamental..not a Trading perspective of the aforementioned Oil A Shipping stocks.

Like to hear anyone's blog here about that/Those scenarios so We can then Value the oils shippers on a more P/E Valuation of The real Supply/Demand Scenaio.
Happy Trails.

Dryships' Questionable Deals Don't Help Investor Confidence

Hi Stalwart...
I noticed this Cancellation and wondered about Why and the Details.Now that you've Explained it ..to see DRYS charged 160Mil Fee for Cancellation shows me there No Board involvement here,Just the owner choosing to make his own Decisions.Thus as you Said " Questionable " behavior to me leads to - "LAWSUIT".I Do not own DRYS.This lack of oversight pertaining to the "TERMS" of that Deal should have been reviewed by the Board of DRYS and knowing How Tumultuous and precarious the Current DRY bulk market,Credit market and " Forward markets are,the Deal to Acquire those ships at this time was at best Questionable, the Pocketing of that FEE due to Cancellation leads me to believe no one would have Made that Decision based on anything close to a Buisness Decision Designed to HELP DRYS in the Current market environment.
I Don't know nor have I seen the Complete terms of the Deal and if I were a shareholder of DRYS and wanted a basis for challenging the Board/Owner in light of this matter now would be the time.As the Earnings will be affected by this Carry forward loss,assuming thats how it's Carried or dealt with.
Happy Trails

Nine Energy Storage Stocks for the Recession

Hi Good Article and informative Questions and Timely answers on Writers part.!
I'll ask this as an Obama/Infrastructure Buildout Scenario..
Which companies in this Sector...Electrical Processing,Batteries Transmission Lines/Cables,Connector...
I added this comment after my first got abit garbled.
Would companies like...Powr,EME,EMR,BG... do well and whom would be the Big Construction type companies to benefit any thoughts.?
Thanks for any Help in these areas just trying to seek some Alpha..hehehe.Have a Great Day
Happy Trails

Nine Energy Storage Stocks for the Recession

Hi Good Article and informative Questions and Timely answers on Writers part.!
I'll ask this as an Obama/Infrastructure Buildout Scenario..
Which companies in this Sector...Electrical Processing,Batteries,T... type areas will benefit most or be affected most by Building out to Wind Farms/Solar Grids ETC?
Thanks in Advance.

Ship Finance: Record Breaking Transaction Is Impressive in Today's Market

Great Technical Advice...But adding in a " Real World ISSUE".All dividend paying stock,Muni's..ETC are also looking at a Possible Democratic Victory.Their Candidate wants to Raise TAXES on those Capital Gains/Dividends.Tradin... of these stocks on Technicals is one thing,Investing for the Longer term another.I see many of the Huge Momentum moves being Exacerbated by the Possibility of that Scenario..Higher TAXES.I Agree the Yield is Great here but when doing due diligence for income pls Factor in Higher tax rates for them and see where that puts your Analysis.
theres ways to play and add protection to that..the NEW ETF.."SEA" has exposure to this sector,playing it as a Short Hedge and buying some of the stocks..SFL etc.In the basket can offer some Downside protection as would buying "PUTS".
The EU has so far Excluded Shippers form the current CAP and Trade Requirements coming in Europe,that could change and the USA is working on that issue,would it include the Shippers/ SFL.?
Also stockpiles in China or Iron ore are ok...so far
the Aggregate Reports say grains are sufficient,for prices,shipping.
The Basis for SFL is on Drilling,so far the USA is pondering Several "OFF-Shore" drilling plans..one won't allow with-in 50 miles..2 other plans will,I Believe passage of the most Comprehensive plan will add more " Long-Term" Value to SFL's buisness model,and others.If the plan that doesn't allow Drilling with-in 50 miles passes...then that lowers the amount of area,off USA waters to be Drilled ,thus less Rigs needed Scenario and more competition with..RIG, NOV..ETC.
Do Bottom line to me is..Wait for analysts meeting,send them the above questions I've Raised vs competitors,see their answers.
Wait to see what energy plan passes may be a better entry point/higher Yields to offset the higher TAX Scenario's.Happy Trails.

Diana Shipping: Prime Rebound Candidate

Hello ALL
Followed Shipping Sector for a bit,had my dad buy..OMM at $6.55 and out at 27.50/Sold to TK. before following ships became Fashionable...oops I mean a Momentum play.Good Analysis on fellow Responders here.The dry's and Oils gotta be moved and these Sectors are Solid but with any Stock the Markets/Players cause big swings so make bets near Technicals 50DMA/200DMA's and use Options/Hedging up/Downside.!I like TBSI,ACLI,TK,TNK.and EXM after takeover,and sure DSX is good DIV as is prgn but if you know about Drydocking and ship Replacement you'll understand the True worth of a Company vs Present stock price..Read the 10-k on this Web-site of TBSI,for info about How shipping is this quarter,it Also explains their companies Drydocking COSTS and Future Drydocking costs = STEEL cost..ETC.and days in dry dock.Or read the companies 10=k's before Investing and see,capitallinkshippin... or Dry bulk index site to see where " Rates are and do Comparative of Stock price VS Spot or Charter and " NET" vs the Index and Vs the Market.As the Momentum players drive it up too high or too low too quick vs the actual rates they are getting thus creating Stock Value as soon as you Purchase,or you'll understand when a particular stock is overvalued.Those charts are provided on that site.I think end of Quarter Rebalancing will be good time but Remember this whats a shipping/Freight/Rail/... Biggest Expense.?..YUP....OIL.... oil goes up expect lower profits at Quarters end,as oil is now,$100/Barrel, " Fashionable/Momentum play theres no saying it can't hit $150-200 not that it will but hedge funds are greedy and if a Trades going up they play it that way..ETC.But if oil Stablizes and some Genuis at one of these shipping companies Hedges Boom Profits can soar even on a Time chartered outfit,more so for Spot Rate guys..DSX..etc..oh if you didn't know it the EU and Japan/korea area are Requiring Double Hulled tankers thats why theres a Shortage of tankers and Credit problems loom for Smaller players whom Can't Finance with cash or issuing stock in Net P/E positive way.That Doesn't Affect a Dividend.!just a hint but guess where and by whom most ships are being built.?And why 500tons of Steel for a Complete 1 Ship,Drydocking makeover are Driving iron ore and steel prices up or maybe it's the 1 Billion new Consumers Demand they have also.Happy Trails All.