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Welcome to Crow's Nest!
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This site is named in memory of my step-father, Arnold W. Killian (aka "Crow").
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Setting Sail.
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Ahoy mates. May you be happy. Believing it would be more interesting and possibly more profitable, I decided to make all of my investments in one sector. It didn't take me long to decide which sector that would be. It had to be a sector that I'm forecasting (actually betting) will beat the market in the next six months and that is fascinating to explore and learn more about. Shipping it is. That's ships, not trucks, trains, or planes. Many believe that shipping is in a bubble right now just waiting to pop. Maybe. I figure I'll finish this contest in the top 5% or the bottom 10%. Why - most of my picks are small and micro cap, foreign, young, and volatile. Anyway, it's full steam ahead. I'm investing 80% of my money on the first day. Out of the fifty or so shipping companies available on the US stock markets, I'm investing in fifteen of them. I plan to maintain that number of investments throughout the contest, giving myself the option to replace any of them whenever I see fit. I'll blog about each of my initial picks in the coming days. Robert
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Diana, maiden goddess of the hunt.
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Greeting Marketocracy Mariners, May you be as happy as a clam! The Dow was down 146 points today, yet Crow's Nest was up with the NAV rising from $9.97 to $10.09. That's called setting sail before the hurricane arrives. As promised I'll blog about my initial stock picks beginning now. Diana Shipping Inc. (DSX). Diana shipping is in drybulk sector. It's cargos are commodities like iron ore, coal, and grain. What I like about Diana is the high dividend yield (7.67% today), low debt, and a high net profit margin. It operates a young fleet (average age of 3.1 years) of good quality bulk carriers. The fleet consists of thirteen Panamax vessels, four Capesize vessels with two Capesize vessels on order. Though incorporated in the Marshall Islands, it's a Greek Company. The majority of the ships are named for characters from Greek mythology: gods, goddesses, muses, and such, though one of the Capesize carriers is named "Boston". Go figure. Year to date Diana's stock price is up over 70%. That's a little scary. With a PE of 28, it's expensive. Diana Shipping is one of my top tier positions. My portfolio positions are set up in three tiers. At top are six companies initially at 9% of owned equities, the second tier consists of five companies at 6%, and the third tier is four companies at 4%. Robert | ||
