Special Ops unfortunately got burned with 2 shipping investments -- GMR (I think there was a misunderstanding of the deal that Oaktree had done with GMR ahead of this investment) and TEU.I don't think I'd touch GMRRQ. I'd rather invest in Oaktree directly. As for Box Ships...They could be worth up to $15.00 per share IMHO.Seems tempting at current prices and divi yield.Markets closed today. On Friday I'm gonna open an ouperform CAPS position to help me keep track of TEU. I have a strange feeling they'll help to improve my CAPS score. ^_^
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