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

To: E_K_S who wrote (30537)	4/3/2008 11:18:40 AM
From: Paul Senior	Respond to of 78627

EKS, I kinda like shipper Aktieselskabet Dampskibsselskabet at current price. Just the name alone is worth something - lol.

To: E_K_S who wrote (30537)	4/7/2008 10:25:49 AM
From: Paul Senior	Respond to of 78627

EKS. Perhaps you saw very positive article on [t]DRYS[/t] in this week's Barron's. Couple of value investors mentioned in the writeup say they like the stock for a buy. A volatile stock, it now has moved away from my latest and highest buy point. Another stock that seems similar to DRYS -- it too works the spot market and its stock also seems volatile -- is [t]EXM[/t]. I'll step up to that one now for a few-share buy to add to my small position. EXM is buying the more conservative (long-term charter) QMAR. Apparently the QMAR guy is going to be in charge of EXM. That might mean EXM will be run more conservatively. Not sure if that would be a positive or negative for current EXM shareholders. Anyway, when I penciled the numbers yesterday, EXM could be bought a little cheaper by playing the spread and buying QMAR for conversion. For now, for me, for my few shares, I'll just go directly for EXM.