tag:blogger.com,1999:blog-2335748440449035592.post2374264102850477229..comments2007-10-09T10:16:01.289-04:00TraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comBlogger3125tag:blogger.com,1999:blog-2335748440449035592.post-30158471354806937622007-10-09T10:16:00.000-04:002007-10-09T10:16:00.000-04:00Suppose this is where you get the price back?Hexdek16http://www.blogger.com/profile/17376336041540550567noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-5343595590100173122007-09-05T13:11:00.000-04:002007-09-05T13:11:00.000-04:00I think I missed the 'boat' on those (hahah I love puns)<BR/><BR/>DRYS I have been watching, I know the story behind the dry bulk shipping. I was actually in the oil transport stocks 2-3 years ago and after a nice run got burnt. The problem was the big boys know the shipping rates so if you are not watching like a hawk you can get burnt. Now they say dry bulk is different from oil transport but in terms of a 3-5 year story I don't know. Much like steel, its not an industry where more supply cannot be brought online.... i.e. there is only so much copper in this world, but you can build new steel mills all day. Same with ships, granted it takes time and the demand is there, but if there is some recession won't the dayrates fall? Anyhow it's probably colored from my experience with the 'no brainer' oil shipping stocks which had all the same reasons to go up as the dry bulk (at that time).TraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-27153040383158693872007-09-05T12:38:00.000-04:002007-09-05T12:38:00.000-04:00Great post!<BR/><BR/>Might I suggest another sector: shipping. Good examples might be TBSI, GNK, MCX, DRYS, etc.msbnoreply@blogger.com