GaneshR

GaneshR
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  • Navios Maritime Partners: Get Your Money Back In 5 Years  [View article]
    JSG,

    Considering how current contract rates are falling, is it realistic to assume replacement of expiring contract rates with current contract rates?

    I like the article but feel that the above assumption might be a bit too optimistic. That being said, I do not have an alternative view on what to assume. Maybe a sort of worst case assumption of being 25% less than what is current?

    Thanks.
    Dec 10, 2015. 02:52 PM | Likes Like |Link to Comment
  • American Capital Agency's Dividend Sustainability Analysis (Post Q4 2013 Earnings) - Part 1  [View article]
    Great article, Scott!
    I always look forward to your analysis.

    Not sure if you have had at least 10 responses on doing an analysis on MTGE, but I would put my vote in for that.

    Thanks.
    Feb 20, 2014. 10:19 PM | 4 Likes Like |Link to Comment
  • Why Vale Still Is Overvalued And What The Iron Ore Market Weakness Means  [View article]
    You say China could easily be manipulating all the numbers, yet you quote Wang Liqun to support your thesis. So which way is it?
    May 14, 2013. 03:37 PM | 2 Likes Like |Link to Comment
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