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. - $6.14
- +3.37%
- $6.03
trust the company's ability to adapt quickly and efficiently to the dynamic shipping environment

-
GMR
General Maritime - $7.05
- +2.77%
- $6.95
professional people at the helm

-
FRO
Frontline Ltd - $24.15
- +2.29%
- $23.90
the principal's long track-record in shipping

-
VLO
Valero Energy Cp - $17.72
- +0.11%
- $17.88
dynamic refiner

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

-
RAMS
Aries Maritime Tr - $1.01
- 0.00%
- $N/A
dynamic company, but needs to get more focused - believe there is some hidden value

-
DAC
Danaos Corporatio - $4.1834
- 0.00%
- $N/A
Good/tight management

-
DSX
Diana Shipping In - $13.45
- +3.46%
- $13.11
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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