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

To: value123456789012 who wrote (56601)1/8/2016 12:47:47 PM
From: MCsweet  Read Replies (2) | Respond to of 78742
 
TNP could benefit from oil exporting but not sure it will be material.

The problem is that this company depends on macro factors such as oil tanker rates which are really high but are dropping.

CPLP seems more interesting to me for a short term trade. I think the stock could trade up when/if they announce the dividend in a week or two.

That being said, I am no inclined to take a big position on either of these. I did buy some yesterday.

MC



To: value123456789012 who wrote (56601)1/8/2016 1:06:30 PM
From: Graham Osborn1 Recommendation

Recommended By
value123456789012

  Respond to of 78742
 
Although opening trade flows should generally be a boon to shipping the high debt loads of many of these make them better shorts than longs IMO, as an extreme generalization. Another factor to consider is are they getting paid a commission on freight, which would generate lower commissions at current prices. This would be similar to how the healthcare distributors benefit from generic price inflation.


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