Seaspan Corp

Cargo Companies Set to Grow as Global Trade Rebounds

By Nihar Patel - March 19, 2013 | Tickers: CAP, SSW, SFL

Seaspan (NYSE: SSW) noted in its latest earnings conference call that it expects container trade to increase 7% in 2013. For a company that provides ships to transport containers, that is a great projection. Coupled with other macroeconomic factors, global shipping of all varieties seems poised for a nice year. This probably warrants going a bit heavier on shipping companies than other sectors.

Volume and prices are set to increase more »
These Stocks Might Ship Your Portfolio to the Next Level

By Nihar Patel - March 12, 2013 | Tickers: CAP, SSW, TAL

CAI International (NYSE: CAP) has been on an impressive run. I talked about it last year when it was at $20 or below. Now it is pushing $29, and the stock might record some impressive gains in the future. I wanted to touch on the stock and some related companies again to see if there is more upside to come.

Rather than being coy, I will say that there is more »
Two Logistics Stocks Set to Outperform the Market

By Shaun Geer - March 6, 2013 | Tickers: EXPD, SSW

The world economy is still suffering from the backlash of the 2008 financial meltdown, as well as facing other economic uncertainties. The British economy is worse now than it was in the great depression. China has been slowing down its massive growth, and Russia's economy is experiencing similar slowdowns. Despite all of this bad news, I believe that the world economy is going to improve in the next few more »
It’s Still a Great Time to Buy this Global Shipping Giant

By Matthew DiLallo - November 18, 2012 | Tickers: CMRE, DAC, DSX, DRYS, SSW

Did you know that it’s estimated that 92% of the items in your home were transported by a shipping vessel? This massive global industry, while tossed around by the whims of the global economy, can be a very profitable place for investors if they know where to look. I’m personally not a big fan of stomach churning volatility, which is why I’ve chosen containership owner Seaspan (NYSE: SSW more »)
Four Stocks I Watched This November

By Matthew DiLallo - November 17, 2012 | Tickers: ATVI, BHP, PCL, SSW, WY

As an investor, I like to overlay options on companies I know well in an effort to earn a little income while either buying shares cheaper or selling them a bit higher. Believe it or not, options can provide some fairly regular income. It’s a bit more work to keep up with than simple dividend paying stocks, but you’re compensation via the options premiums received make it worth more »
Shipping Companies Keep the Economy Moving

By Nihar Patel - October 23, 2012 | Tickers: CAP, SSW

When the Port of Oakland in California needed new cranes or container loaders, they were made in China. Theses steel titans were placed onto ships and began an arduous journey across the ocean. While this may sound like a roundabout way to get new gear, the point of the story is that shipping was the cheapest and most efficient way to get the new loading cranes.

Welcome to the globalized more »
Four Stocks I’m Watching This November

By Matthew DiLallo - October 21, 2012 | Tickers: ATVI, BHP, PCL, SSW, WY

The decisions we make in the next month are arguably some of the most important we’ll ever make. We’re faced with a presidential election wherein each candidate’s platform will take us on a different path toward a hopeful economic recovery. Not only that, but earnings are being released in rapid succession and we’re but two months away from a fiscal cliff.

Those macro themes could make more »
3 More Great Companies I Want to Buy, Just Not At These Prices

By Matthew DiLallo - September 18, 2012 | Tickers: PCL, RYN, SSW, UNH, WY

I just wrote about the fact that I’ve been on the receiving end of more than my share of exceptional investing advice over the years. As I said in that article, one of the investors that I’ve found has given more freely of his pearls of wisdom is none other than the Oracle of Omaha. A favorite Buffett quotes of mine is, “it is far better to buy more »
One Great Dividend for the Unchartered Waters Ahead

By Matthew DiLallo - August 24, 2012 | Tickers: CMRE, DAC, DSX, DRYS, SSW

The seas of investing are all too quiet these days. Another earnings season is past us, the dog days of summer are slowly following suit. Up on the horizon there are some rumblings, a storm might be headed our way.

It’s too far off in the distance to determine what form it will take. It could be another down draft from a rumored Grexit or even a Spanic that more »
This Global Shipping Giant Delivers

By Matthew DiLallo - August 9, 2012 | Tickers: BRK-B, BIP, CMRE, DAC, FDX, SSW

The business of moving goods from point A to point B is critical to global trade. Investors can do very well investing in one of the many links of the value chain. We all know that Warren Buffett’s Berkshire Hathaway (NYSE: BRK-B) has chosen railroads as his value creator. Personally, I’m a big fan of port and toll road infrastructure owner Brookfield Infrastructure (NYSE: BIP).

Before you can more »
Are Stock Buybacks a Waste of Money?

By William Bias - July 30, 2012 | Tickers: BRK-A, KO, HPQ, INTC, MCD, SSW

When some companies buy their own stock they spend billions of dollars that provide no tangible benefit to the shareholders at large and offer only theoretical value at best. Share repurchases are therefore a waste of resources, and there are better, more tangible uses of money spent on shareholder repurchases.

How Share Repurchases are Carried Out

Share repurchases are carried out in one of two ways: 1) Companies go to more »
Options: Less About Sizzle, More About What’s at Stake

By Matthew DiLallo - July 9, 2012 | Tickers: EPD, LINE, PETS, REXX, SSW

Last week I took a deeper dive at how we plan to use dividends to drive returns in a paper trading portfolio called the “No Drip, No Mess” Portfolio. Today, I want to wade in to the topic of how we’re using options to strategically build a portfolio. Too many investors have been burned by how they’ve used options; we’ll review how to use them sensibly.

Maybe more »
Why Strategy Matters

By Matthew DiLallo - June 26, 2012 | Tickers: BHP, BAM, BIP, LINE, SSW

Over the past week and a half I’ve been taking the opportunity to add some global exposure to my paper trading portfolio called the “No Drip, No Mess” Portfolio. Given the stormy seas of Grexits and Spanics that investors have been navigating, along with a rumored slowdown in China and a fiscal cliff here in the US makes any investment decision feels risky. Yet, we are looking out over more »
Why I'm Buying this Global Shipping Giant

By Matthew DiLallo - June 11, 2012 | Tickers: EXPD, FDX, SSW, UPS

Europe is on the verge of economic collapse, China is in the midst of slowing down, yet I’m buying a company that makes its money navigating the stormy seas of global trade. I’m building out a portfolio of exceptional dividend paying stocks so that I can use the cash to buy exceptional growth stocks. I call this the “No Drip, No Mess” Portfolio, though today we might get more »