No. of Recommendations: 1
Thank you for both the response where you gave me the link to your previous discussion with
Free thinker & for the latest post where you gave me even more companies. I have them all added
into the one Stockcharts portfolio now and will periodically look at them. I like looking at
sectors that are so far off their highs that everyone knows you have to be an idiot to
consider them. I qualify!


I have to confess that I have not been diligent enough on the dry bulk side over the last 6-12
months. I had a general idea of what was going on in the sector, but nowhere near my
understanding on the tanker sector. I do think my November observations are still valid- the four
more stable entities among the dry bulk companies are DSX, NMM, NM & SB, with the rest being
more like slot machines (Pull the lever, perhaps get lucky). VLCCF announced the sale of
its last tanker, and its fleet is now strictly dry bulk Cape vessels. I would put them in
the first group as the company has managed its debt load quite well. VLCCF paid a dividend
for Q4 2012, but I have to think the payout, or more specifically, the payout level, is
at-risk going forward.
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