mariposa

Rising Oil and the Future of Globalization: Implications for Transport Stocks

I have been concerned about this long term, and long term may arrive sooner than I thought. Agree it is much worse for container than dry bulk. Had been thinking of selling my Seaspan, and just take the small loss, which is about 0 with dividends, and either keep in cash or convert to DRYS. Long DSX and EGLE, TNP and SFL also. I wonder about TRN and its barges -- might be more market there.