SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: E_K_S who wrote (71692)12/7/2022 11:16:52 AM
From: Paul Senior  Read Replies (1) | Respond to of 78717
 
Thanks for the list, EKS. I have some of those stocks, but not doing well with most.

WHR in red
PCRFY sold. no interest now)
HMC sold. I'm going now with German car stocks
VALE. A few shares. Shoulda followed you when you added.
BIG in red
DAC in red
GSL in red

(Shipping stocks have not been good to me. Shipping rates and corresponding stock prices have fluctuated and trapped me: got in the cycle at ok time, but have been way too slow to retreat appropriately.)



To: E_K_S who wrote (71692)12/7/2022 11:39:52 AM
From: Area51  Read Replies (1) | Respond to of 78717
 
PCFBY 29% yield listed. Must be like ZIM though (look at last 12 month dividend / current price is around 150%)? ZIM is getting interesting though around here though IMO (as well as GSL, DAC, NMM which are less risky, less exposed to spot shipping rates). ZIM should have about $40 per share in cash and cash equivalents by end of year, and possibly other assets may be about equal to total liabilities. Of course if shipping rates keep declining the value proposition may disappear. Anyone ever look in to the investment prospects for PCFBY?