long term shipping investor

OceanFreight: Why It's Now a Must Buy

As a value investor, I would take a closer look at ONCF's book value. Given market value of its fleet has come down a lot during the past year when compared with the original purchase prices, I will consider investing at around 70-80 cents which will provide a better margin of security.

DRYS: Shipper of the Global Commodities Boom

To DSX lover, very good analysis!
Hopefully, the management will continue to run the company with the current strategy of low debts and long term contracts for new vessels acquired.

Navios Maritime Poised For Substantial Growth

Ron, Great analysis !
Agreed entirely with the future potential of NM given the current positives on the bulk industry.
One question for you is "what is the benefit to NM to have its subsidiary listed ?"

Thanks.

Seaspan: Full Speed Ahead - Barron's

SSW's current expansion strategy appears to be very promising given global trades remain robust in the next 5 to 7 years. However, if there is a gradual slow down in global economy and the supply of container vessels exceeds demand, will some of SSW's clients still be able to honour their long term commitments
under leasing agreements?

Anatomy of a Chinese Bubble: A Checklist For Spotting Bubble Tops

The analysis is very informative.
A correction in the range between 25 to 35 percent will be healthy for the Shanghai market in the long run. A bubble is unlikely to occur with the recent measures (plus any future ones, if required) introduced by the state. Major ADR shares currently listed on NYX (such as CHL, LFC, Petrochina...) appear to be trading on not very expensive valuations based on 2008 earnings and therefore the impact on these ADRs will be minimal when the correction takes place in China.