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


To: E_K_S who wrote (51661)5/30/2013 5:05:35 PM
From: Paul Senior  Read Replies (1) | Respond to of 78712
 
"Missed the big move w/ GASS (sold way too soon), so decided to enter that market w/ GLNG."

As has been pointed out to me in one of my earlier posts on GASS, GASS is an LPG shipper. It's not an LNG shipper. (GLNG is LNG.)

I suspect demand/supply for ships is different in these two gas markets . I don't know to what extent though.

I've had decent luck following Mr Fredrickson's shipping companies. (Still holding Seadrill. No FRO though.)

GLNG is low enough to where I'll look at it.

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(CLMT still seems like a value stock for me. I'll continue to hold.)