Teekay Corp
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Value Investor Barry Rosenstein’s Small-Cap Picks
By Meena Krishnamsetty - April 17, 2013 | Tickers: CPRT, ROC, RHP, TK, VC
We track 13F filings from hedge funds and other notable investors as part of our work developing investing strategies; for example, we have found that the most popular small cap stocks (defined as those with market caps between $1 billion and $5 billion) among hedge funds generate an average excess return of 18 percentage points per year. Large institutional investors and the financial media do not pay as much attention more »
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Bargain Hunting in the Shipping Industry
By Jacob Wolinsky - April 13, 2013 | Tickers: DSX, STNG, TK
Investors are not showing any hurry to grab shipping stocks, even as many players in the sector are trading at attractive discounts. Investors’ apathy is understandable, as this cyclical sector is currently undergoing a downtrend.
Industry dynamics mean that these cycles are often very long, running for years. However, there are bright spots within the industry where investors can go long and make profits.
Scorpio Tankers best for now?
Monaco-based more »
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Bargain Hunting in the Shipping Industry
By Jacob Wolinsky - April 13, 2013 | Tickers: DSX, STNG, TK
Investors are not showing any hurry to grab shipping stocks, even as many players in the sector are trading at attractive discounts. Investors’ apathy is understandable, as this cyclical sector is currently undergoing a downtrend.
Industry dynamics mean that these cycles are often very long, running for years. However, there are bright spots within the industry where investors can go long and make profits.
Scorpio Tankers best for now?
Monaco-based more »
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Why Investors Need to be Cautious of Shipping Stocks
By Shas Dey - April 8, 2013 | Tickers: TRMD, DAC, TK
This article looks at three foreign water-transportation stocks that have made handsome gains this year –Teekay (NYSE: TK), Danaos (NYSE: DAC), and Torm A/S (ADR) (NASDAQ: TRMD).
Year-to-date, the water transportation industry has gained 19%, which is almost three-times the 7% gains that the S&P 500 achieved in that period. However, my primary reason for choosing this industry is Citigroup.
A Wall Street Journal article reports that Citigroup more »
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Why Investors Need to be Cautious of Shipping Stocks
By Shas Dey - April 8, 2013 | Tickers: TRMD, DAC, TK
This article looks at three foreign water-transportation stocks that have made handsome gains this year –Teekay (NYSE: TK), Danaos (NYSE: DAC), and Torm A/S (ADR) (NASDAQ: TRMD).
Year-to-date, the water transportation industry has gained 19%, which is almost three-times the 7% gains that the S&P 500 achieved in that period. However, my primary reason for choosing this industry is Citigroup.
A Wall Street Journal article reports that Citigroup more »
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Why Investors Need to be Cautious of Shipping Stocks
By Shas Dey - April 8, 2013 | Tickers: TRMD, DAC, TK
This article looks at three foreign water-transportation stocks that have made handsome gains this year –Teekay (NYSE: TK), Danaos (NYSE: DAC), and Torm A/S (ADR) (NASDAQ: TRMD).
Year-to-date, the water transportation industry has gained 19%, which is almost three-times the 7% gains that the S&P 500 achieved in that period. However, my primary reason for choosing this industry is Citigroup.
A Wall Street Journal article reports that Citigroup more »
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Bargain Hunting in the Shipping Industry
By Jacob Wolinsky - April 7, 2013 | Tickers: DSX, STNG, TK
Investors are not showing any hurry to grab shipping stocks, even as many players in the sector are trading at attractive discounts. Investors’ apathy is understandable, as this cyclical sector is currently undergoing a downtrend.
Industry dynamics mean that these cycles are often very long, running for years. However, there are bright spots within the industry where investors can go long and make profits.
Scorpio Tankers best for now?
Monaco-based more »
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Why Investors Need To Be Cautious Of Shipping Stocks?
By Shas Dey - March 31, 2013 | Tickers: TRMD, DAC, TK
This article looks at three foreign water transportation stocks that have made handsome gains this year –Teekay Corporation (NYSE: TK), Danaos Corporation (NYSE: DAC), and Torm A/S (ADR) (NASDAQ: TRMD).
Year-to-date, the water transportation industry gained 19%, which is more than two-and-half times of what the S&P 500 gained (7%) in that period. However, my primary reason for choosing this industry is Citigroup.
A Wall Street Journal article more »
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Why Investors Need to be Cautious of Shipping Stocks
By Shas Dey - March 31, 2013 | Tickers: TRMD, DAC, TK
This article looks at three foreign water-transportation stocks that have made handsome gains this year –Teekay (NYSE: TK), Danaos (NYSE: DAC), and Torm A/S (ADR) (NASDAQ: TRMD).
Year-to-date, the water transportation industry has gained 19%, which is almost three-times the 7% gains that the S&P 500 achieved in that period. However, my primary reason for choosing this industry is Citigroup.
A Wall Street Journal article reports that Citigroup more »
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Why Investors Need to be Cautious of Shipping Stocks
By Shas Dey - March 31, 2013 | Tickers: TRMD, DAC, TK
This article looks at three foreign water-transportation stocks that have made handsome gains this year –Teekay (NYSE: TK), Danaos (NYSE: DAC), and Torm A/S (ADR) (NASDAQ: TRMD).
Year-to-date, the water transportation industry has gained 19%, which is almost three-times the 7% gains that the S&P 500 achieved in that period. However, my primary reason for choosing this industry is Citigroup.
A Wall Street Journal article reports that Citigroup more »
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Why Investors Need to be Cautious of Shipping Stocks
By Shas Dey - March 31, 2013 | Tickers: TRMD, DAC, TK
This article looks at three foreign water-transportation stocks that have made handsome gains this year –Teekay (NYSE: TK), Danaos (NYSE: DAC), and Torm A/S (ADR) (NASDAQ: TRMD).
Year-to-date, the water transportation industry has gained 19%, which is almost three-times the 7% gains that the S&P 500 achieved in that period. However, my primary reason for choosing this industry is Citigroup.
A Wall Street Journal article reports that Citigroup more »
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Why Investors Need to be Cautious of Shipping Stocks
By Shas Dey - March 31, 2013 | Tickers: TRMD, DAC, TK
This article looks at three foreign water-transportation stocks that have made handsome gains this year –Teekay (NYSE: TK), Danaos (NYSE: DAC), and Torm A/S (ADR) (NASDAQ: TRMD).
Year-to-date, the water transportation industry has gained 19%, which is almost three-times the 7% gains that the S&P 500 achieved in that period. However, my primary reason for choosing this industry is Citigroup.
A Wall Street Journal article reports that Citigroup more »
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Why Investors Need to be Cautious of Shipping Stocks
By Shas Dey - March 31, 2013 | Tickers: TRMD, DAC, TK
This article looks at three foreign water-transportation stocks that have made handsome gains this year –Teekay (NYSE: TK), Danaos (NYSE: DAC), and Torm A/S (ADR) (NASDAQ: TRMD).
Year-to-date, the water transportation industry has gained 19%, which is almost three-times the 7% gains that the S&P 500 achieved in that period. However, my primary reason for choosing this industry is Citigroup.
A Wall Street Journal article reports that Citigroup more »
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Why Investors Need to be Cautious of Shipping Stocks
By Shas Dey - March 31, 2013 | Tickers: TRMD, DAC, TK
This article looks at three foreign water-transportation stocks that have made handsome gains this year –Teekay (NYSE: TK), Danaos (NYSE: DAC), and Torm A/S (ADR) (NASDAQ: TRMD).
Year-to-date, the water transportation industry has gained 19%, which is almost three-times the 7% gains that the S&P 500 achieved in that period. However, my primary reason for choosing this industry is Citigroup.
A Wall Street Journal article reports that Citigroup more »
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RESUBMITTEd Bargain Hunting in the Shipping Industry
By Jacob Wolinsky - March 6, 2013 | Tickers: STNG, TK, TNP
Investors are not showing any hurry to grab shipping stocks, even as many players in the sector are trading at attractive discounts. Investors’ apathy is understandable, as this cyclical sector is currently undergoing a downtrend.
Industry dynamics mean that these cycles are often very long, running for years. However, there are bright spots within the industry where investors can go long and make profits.
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Magnetar Capital Loves These Overlooked Energy Stocks
By Meena Krishnamsetty - September 14, 2012 | Tickers: EOG, ESRX, PVR, TK, UTX
Founded in 2005, Magnetar Capital is headquartered in Evanston, Illinois and also has a presence in New York, London, and Beijing. A “magnetar” is a neutron star with an extremely powerful magnetic field that produces bursts of energy resulting in the brightest objects observed in the universe. The hedge fund believes this name is fitting because they attract world-class professionals, and the company fosters an environment that brings energy and more »
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Does David Abrams Think Lamar Advertising is Overpriced Now?
By Meena Krishnamsetty - September 7, 2012 | Tickers: CBS, CCO, LAMR, NFLX, TK
Abrams Capital Management, run by ex-Baupost Group employee David Abrams, owns over 10% of the outstanding shares of Lamar Advertising (NASDAQ: LAMR) and so must file with the SEC when it makes large changes to its position. On August 31st and September 4th, the fund sold a total of about 100,000 shares at an average price of $33.27. This still left Abrams with over 8 million more »
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Opportunities in the Midst of the Shipping Glut
By Joshua Bondy - August 29, 2012 | Tickers: GLNG, OSGIQ, TK, TNP
The shipping industry offers high yields to help compensate investors for the great volatility in earnings. When the shipping industry sees a lack ships the amount of time required to produce new vessels creates years of lag time. This disconnect between supply and demand means that when demand is high supply is relatively constrained. Companies receive new vessels with little respect to the current market conditions. With the current downturn more »
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Will Frontline (FRO) survive? (Part 2)
By Chris Mascarenhas - August 9, 2012 | Tickers: FRO, VLCCF, OSGIQ, SFL, TK
Part 1 was the restructuring overview.
Now let me dig into Frontline's (NYSE: FRO) fleet. To do that I am going to divide the fleet into smaller groups, five groups in all.
A. Frontline owned vessels
- 1 "for sale" Suezmax
- 2 Suezmax newbuilds
The older Suezmax was sold in Q1 2012 for a small loss. Only $12.5 million has been paid on the two newbuilds. Frontline has to more » -
When Slashing a Dividend is the Right Move
By Maxxwell A.R. Chatsko - May 14, 2012 | Tickers: FRO, VLCCF, NAT, TK |
There is more to income investing than chasing high yields. For instance, does a company have a steady history of paying its dividend? Is the dividend sustainable with future earnings potential? These questions and others need to be answered before jumping into any investment because, let’s face it, no one wants to wake up to the unexpected slashing of a dividend.
However, there are times when dividend slashing is more »
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