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Sorry for the late response...and I fully approve you taking over the board...nice posts so far!

Funny you asked about the drybulk shippers. As you saw in my "cheap" series, the initial numbers caught my attention. I'm digging more into fact, I should have an article out on Wednesday titled "A Dangerous Opportunity." As the title suggests, there seems to be both danger and opportunity in drybulk shipping. I need to do more research before I'm convinced one way or the other on drybulk shipping, but I should have a new basket of picks in the next few days. Stay tuned!

As for NPK, fortunately for you (unfortunately for my portfolio), it's trading below where I recommended it.

Fool on,
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