Seeking Alpha

keithpiccirillo » Comments » DRYS

  • HDFC Down 7% - No Surprise [View article]
    Just sold half my position at the opening for $65.70 on the C / BAC bounce.
    Thanks for the lead.
    Now I have to "shore up" on that EXM position...
    Jan 16 09:54 am |Rating: 0 0 |Link to Comment
  • HDFC Down 7% - No Surprise [View article]
    So you got stopped out, or took the hit and would add more?
    Does the losers average losers premise apply here? All of the sector has been getting whacked and is a follower, not a leader off poor earnings and debt levels.
    I'm sad but not mad.
    This morning is looking up pretty big, C has broken 2 of its eggs and will try to reorganize to make an edible omelet.
    Watch for the profit taking again on what should be another volatile day.
    It's going to take a while longer for this global growth story, the dbi is turning up ever so slowly, but I am reading 6 months for both China and us to get going with infrastructure.
    Jan 16 08:11 am |Rating: 0 0 |Link to Comment
  • Dry Bulk Shipping: Recent BDI Rise Is Heartening [View article]
    Thanks for the insight into these carriers.
    I have traded DRYS and currently hold EXM and am a bit concerned about not holding one that goes bankrupt - hence have looked at SEA.
    Today was an especially tradable day in the transports.
    Jan 15 17:27 pm |Rating: +1 0 |Link to Comment
More on DRYS by keithpiccirillo
Comments by Ticker
keithpiccirillo's
Comments Stats
54 comments
Rating: 10 (13 - 3 )