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    Wednesday, March 28, 2018

    Value Investing Anyone here follow tanker stocks?

    Value Investing Anyone here follow tanker stocks?


    Anyone here follow tanker stocks?

    Posted: 27 Mar 2018 11:31 PM PDT

    The supply and demand situation is unique to each sector (crude oil, refined products, etc.) but a name I was watching for a long time, NAP, just dropped over 60% the past 2 days when they cut their dividend by over 50%. The writing was on the wall for a while, as far as their dividend being unsustainable, given where crude oil tanker rates were.

    It just made me think why not more people were shorting this (and many other tanker names that were paying unsustainable dividends). Seems like that would be a good strategy.

    submitted by /u/WalterBoudreaux
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    Brookfield’s $15 Billion Deal for GGP Is Bad News for the American Mall

    Posted: 27 Mar 2018 07:18 PM PDT

    FB needs to wade clear of this narrative, imho

    Posted: 27 Mar 2018 08:31 PM PDT

    Todd Combs: The Billionaire Whisperer Who United Bezos, Buffett and Dimon

    Posted: 27 Mar 2018 08:13 AM PDT

    GE Jumps Most in Two Months on Speculation Buffett Will Invest

    Posted: 27 Mar 2018 07:17 PM PDT

    Anyone attending the Sohn Conference in NY?

    Posted: 27 Mar 2018 02:46 PM PDT

    How has Best Buy survived vs AMZN?

    Posted: 27 Mar 2018 06:35 AM PDT

    Anyone has a good summary on why Best Buy has done reasonably well vs pure online players? I.p., what exact costs have they cut, etc.

    Appreciate any facts on how they managed to maintain/stabilize margins.

    submitted by /u/sjulz31
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