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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Kevyn Collins-Thompson who wrote (28793)	11/2/2007 8:50:17 PM
From: E_K_S	Respond to of 78673

Hi Kevyn - Many of the value investors here hold positions in shipping companies as they typically traded with a low PE and paid good relative dividends. Since the CRB index has traded much higher, the bulk shippers have had a good run. Check out this site investmenttools.com and look at the chart for the Baltic Exchange Dry Index (BDI)& CRB Index. Jimmy Rogers is very bullish on commodities. He said everybody should be invested in commodities including wheat, iron ore, coal, oil... because China's growth is sustainable for a long long time to come. As long as China's demand continues, I believe the bulk shippers should do quite well and will generate huge free flow cash flows. EKS