Comments on Fund My Mutual Fund: DryShips - Earnings Growth Continues & Potential D...

$85 if you use exponential.Still hold ISRG in redu...

2008-05-23T10:08:00.000-04:00

$85 if you use exponential.

Still hold ISRG in reduced amount. Added to S&P 500 today. Stuck between 50 and 200 day, neutral on the name technically at this point.

50ma comment was about DRYS.

2008-05-23T09:50:00.000-04:00

50ma comment was about DRYS.

according to stockcharts, 50ma is ~$78. where did ...

2008-05-23T09:49:00.000-04:00

according to stockcharts, 50ma is ~$78. where did you find $85.

Are you out of ISRG? or waiting to bounce back from 200ma?

Check out NM also. This company is in some ways th...

2008-05-22T21:15:00.000-04:00

Check out NM also. This company is in some ways the anti-DRYS because it has a lot of long term charters and is less dependent on the spot rate. It also has business transporting goods via ship on the South American Rivers...

Long term I like all of these names. The dry bulks mostly trade together along the BDI charts regardless of spot rate exposure...

I was wonderg, TM, if you had any thoughts on POT vs MOS. I see that you have a slightly higher position in MOS. What do you see as the key differences or is the weighting due to the price you were able to get in?

Be careful. BDI snapback can be a real bitch. It...

2008-05-22T17:14:00.000-04:00

Be careful. BDI snapback can be a real bitch. It looks like we've passed the previous BDI top but I'm not convinced it's truly broken out yet.