Sector Spotlight: Shippers
May 15, 2008 – 9:00 am
[[DRYS]], [[EXM]], [[DSX]], [[TBSI]], [[NM]], [[TRMD]], [[GNK]]
Sector Spotlight: Casinos
[[MPEL]] comes through this morning with a good report. I will be watching the space as it looks like it’s ready to run.
Update: [[MPEL]] selling off
Some key names include [[LVS]], [[WYNN]], [[PENN]], & [[MGM]]









Spoke to soon, MPEL selling off
May 15th, 2008 at 9:16 amGU up in the morning again.
May 15th, 2008 at 9:35 amwatch DGLY
May 15th, 2008 at 9:40 amWhat about ESEA, has a nice yield. It is hard to find shippers that haven’t already exploded, but that has a decent PE as well.
May 15th, 2008 at 9:42 amGU on Fire! GGGGGGG GUnit.
May 15th, 2008 at 9:47 amActually here is my full list, if you are interested.
DRYS
DSX
EGLE
ESEA
EXM
FREE
GNK
NM
OCNF
OKN
PRGN
QMAR
SBLK
TBSI
Shipping service: ANW
Let me know if you have one that I don’t.
May 15th, 2008 at 9:47 amMight be worth mentioning that DRYS owns a 30% stake in Ocean Rig which has 2 ultra deep-water drilling rigs. Should get a nice boost from that as well.
May 15th, 2008 at 11:00 am