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An Overview of the Global Shipping Industry

An industry expert with a shipping portfolio talks about DRYS and Eagle Bulk.
Worth the listen if you're interested in this industry and these stocks.

Check out this podcast on greenfaucet.
greenfaucet.com/ (It's "Hanlon on shipping" down at the bottom of this homepage)

Anyone else have any other good information on the industry?


On Jun 10 07:54 PM d_teller wrote:

> There's a number of shippers of dry bulk to add:
>
> Genco (GNK), compares with EGLE & DSX
>
> Paragon (PRGN) a smaller, newbie; Starbulk (SBLK) and Oceanfreight
> (OCNF), recently listed and paying nice dividends...all down somewhat
> today.
>
> ALEX' share price also reflects its land holdings, valued at 1975
> dollars/acre, and worth a lot more, but shipping costs have hammered
> this security...not yet low enough for me to purchase.
>
> Finally, a limited (PTP) partnership of barges, doing well along
> the U.S. coast = U.S. Shipping Partners (USS)...but not for a shelterd
> account.