John Pitera's Market Laboratory Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : John Pitera's Market Laboratory

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Terry Whitman who wrote (3214)	2/5/2001 2:59:51 PM
From: John Pitera	Read Replies (1) of 33421

Hi Terry, No i think the Transports have some more life in them, they have very modest valuations, and the theme is to more value oriented investing. Natural Gas has come down nicely, and unless crude gets another major upleg, then the transports can still do well. those are nice charts and ACI has been a force of nature. check out YELL for a trucking stock that has broken out to 19 months highs and has a PE of 7. It could move up towards 28 in coming months. NAT is a very interesting shipping company, that has a dividend of 30+ at the moment. they are bahama based and hence info is scarce. They own 3 double hulled supertankers and were spun off by BP. NAT has long term leases with BP for the ships. I looking into what's going on with the dividends. John

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next