l***n
发帖数: 812 | 1 Good news. I like the management swiftly change gears when the market is
weak.
On the positive note, more selling points to attract investors.
The downer? more debts!!! | g********4
发帖数: 4959 | 2 The tanker business will have its own share issuing. I doubt DRYS (stock)
will benefit from that, though the company will. | l***n
发帖数: 812 | 3 I agree with you on the tanker business. however, I think it is a good play
on the oil part. I see oil price keep climbing in the next few years.
I don't have the info to really evaluate Drys's value. I don't think those
analysts do either. So it will introduce more variables in its pricing. you
will see analysts' opinion diverge.
Drys management is smart enough to position themselves in finance market by
claiming potential future IPO in both drilling and tanker business. I
believe all the buy side analysts feel the pressure from IBD already, if you
know what I mean.
To sum up, DRYS is a good stage for you if you are bullish in oil, to add
weight of commodities in your portfolio, or to speculate its indefinite IPO.
Disclaimer: I personally own Drys.
【在 g********4 的大作中提到】
: The tanker business will have its own share issuing. I doubt DRYS (stock)
: will benefit from that, though the company will.
| l***n
发帖数: 812 | 4 I am more than happy to discuss any investment idea with you offline, i you
would like to talk further. :)
【在 g********4 的大作中提到】
: The tanker business will have its own share issuing. I doubt DRYS (stock)
: will benefit from that, though the company will.
|
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