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Strategies & Market Trends : Value Investing

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To: Suma who wrote (20199)	12/8/2004 6:02:44 PM
From: Paul Senior	Read Replies (1) of 78702

Suma, oil tanker stocks. I hold: FRO SFL OMM TNP TOPT ATB I'm adding to FRO, may also add again to SFL. As I learn more about ATB, I might up my small exploratory position. The tanker story of course is out, and the stocks have already made good gains. Buying any of these stocks now may be no more than a gamble. OTOH, a case can be made that tanker supply/demand might be favorable for the companies for a while, and the dividends (div. yields) are attractive. I'm not an expert in the sector, and I could easily be very wrong in any activities I undertake here regarding specific companies or any timing decisions for buys/holds/sells.

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