Date updated:12-20-2007
To invest with good understanding and knowledge of the business in a contrarian (but somewhat conservative way).

-
DRYS
Dryships Inc. - $6.29
- -3.68%
- $6.22
trust the company's ability to adapt quickly and efficiently to the dynamic shipping environment

-
GMR
General Maritime - $7.23
- -4.49%
- $7.50
professional people at the helm

-
FRO
Frontline Ltd - $26.63
- -2.24%
- $26.42
the principal's long track-record in shipping

-
VLO
Valero Energy Cp - $16.47
- +0.67%
- $16.60
dynamic refiner

-
TOPT
Topt - $0.00
- N/A
- $N/A
encouraged by the recent decision to get into dry

-
RAMS
Aries Maritime Tr - $1.05
- -4.54%
- $1.07
dynamic company, but needs to get more focused - believe there is some hidden value

-
DAC
Danaos Corporatio - $4.42
- +0.68%
- $4.37
Good/tight management

-
DSX
Diana Shipping In - $17.25
- +3.36%
- $16.65
Risky but interesting co.
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A. The only one I own : SLX,
too hard pick a winner out all of them
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