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Pastimes : Clown-Free Zone... sorry, no clowns allowed

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To: Lee Lichterman III who wrote (262073)9/27/2003 10:32:32 PM
From: TobagoJack   of 436258
 
Hi Lee, <<tanker>> ... I am equal weight NAT, VLCCF and TK, a blend of dividends/risk (NAT/VLCCF) and good management/scale (TK, but high valuation), and am watching a bunch of others achamchen.com .

I do not care for FRO even though they have a healthy yield, because I was told its management tends toward self-dealing.

I am betting that the VCLLF situation will work out, as the ships have a useful life of 12 years.

<<don't want to say in public>> ... I actually prefer to be challenged and am prepared for snickering, else I might make fatal mistakes :0)

SI is not perfect but is another sanity check.

Chugs, Jay
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