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sheps

sheps
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  • Capital Product Partners: High Income Play With Upside [View article]
    thanks for the article, I have owned cplp in the past and may look at it again.
    Have you ever done any research on any of the TK companies? Tnk, Too, Tgp.
    Would be interested in your thought on how those sectors compare with the product and dry bulk markets
    Jul 21, 2015. 02:26 PM | 1 Like Like |Link to Comment
  • Knot Offshore Partners: A Standout In The Oil Tanker Business [View article]
    I like knop, as you mentioned they operate primarily shuttle tankers but in your charts you are comparing them to Oil and other tanker companies, this is comparing apples and oranges.
    For example you compare TNK why not TOO who's primary business is also operating shuttle tankers. This would be a much better comparison.
    Oct 31, 2014. 03:03 PM | 1 Like Like |Link to Comment
  • Despite Its Recent Share Price Spike, Gran Tierra Offers Considerable Upside [View article]
    very good article...what do you think of PXT, they seem to offer similar value to GTE.
    Oct 2, 2013. 03:33 PM | 1 Like Like |Link to Comment
  • Teekay Tankers Ltd. - An Alternative Analysis [View article]
    great discussion, thx to all for the great info and insite.

    I own TOO, TNK and CPLP in that order. Holding TOO, holding or reducing TNK and adding CPLP
    best.
    Jan 15, 2013. 10:15 PM | Likes Like |Link to Comment
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