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


To: E_K_S who wrote (32726)11/11/2008 9:49:35 AM
From: Paul Senior  Read Replies (4) | Respond to of 78651
 
EKS, for China,yes, I'd hope shipping stocks would come back from their near death. SFL (Based on your post, I'll look to add now to my few shares), DRYS, others. Copper producers, maybe FCX. Cranes, maybe MTW. China diesel engine manufacturer CYD. Plant designer KHD. Chinese oil companies CNEH, PTR. For the power grid upgrade, JST. Maybe bellweathers HUWHY.pk and CHL.
Real estate maybe - maybe M. Whitman's plays, CDEVY.PK CHEUY.PK WHLKF.PK SUHJY.PK.

I'm holding small positions in all of these.



To: E_K_S who wrote (32726)11/19/2008 11:01:55 PM
From: Madharry  Respond to of 78651
 
as the resident DRYS expert what do you make of the recent announcement that the prinicipal wants to increase the share count by 25 million or so and the subsequent price dive to $5 and change? Seems like buying stocks these days is like buying expensive lottery tickets.