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DRYS Analysis & Videos »
DRYS: Bull or Bear?
New Global Transport Composite Index
DRYS
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-60.39%
in
295 days
New Global Transport Composite Index The table at my website link below presents 45 companies with market caps of at least $200M from each of the five new ETF Innovators global transport indexes, including a database of about 300 companies worldwide. <> The Transport Composite Index is a dynamic, semi-active index with quarterly rebalancing which consists of 45 companies on an equal weight basis from each of the five global transport indexes listed below with the indicated number ...
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Best Trades of 2008: #4 Buying DryShips (DRYS) at the November low
DRYS
-42.40%
in
311 days
Filed under: Newsletters, Bargain stocks, Chasing Value, Stocks to Buy  During the bull market in commodities that peaked midway through 2008, shipping companies that transfer base commodities across the oceans enjoyed phenomenal runs to all-time highs before fizzling out like a Roman candle.
Companies that carry wheat, corn, soybeans, fertilizer, cement, iron ore pellets and sugar were printing money as the day rates for shipping dry commodities soared. <>The rate charged by dry bulk shipping companies to buyers of commodities abroad, as measured by the Baltic Dry Index (BDI), began 2008 at ro...
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Growth story could sail again -- buy DryShips (DRYS)
DRYS
-40.50%
in
332 days
Filed under: Russia, Bargain stocks, Stocks to Buy They say that the higher you climb, the harder you fall. Well that has certainly been the story of freight carrier DryShips (NASDAQ: DRYS). A glance at the stock's two-year chart is likely to cause more than just nausea. In 2007, shares of DRYS rallied hard on the heels of the global growth story. Chinks in the armor began to appear in the fall of that year, and DRYS sold off some of its gains. By the end of that year, shares had lost 20% of their value from the peak. <>The world economy was tied tighter to the U.S. economy than most believed. E...
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Shipping Stocks: Global Economic Barometer & Good for Trading
DRYS
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-127.27%
in
39 days
(closed on 01/17/09)
<> 
<> The accompanying table [click to enlarge] includes statistics for the 61 companies included in the ETF Innovators [ETFI] Global Maritime Transport Index, which must have market caps of at least $100M. The index has lost about 64% over the past year on an equally-weighted basis, compared to declines of about 29% for the iShares Dow Transports ETF (IYT), 42% for the S&P 500 SPDR (SPY), and 62% for the Claymore/Delta Global Shipping ETF (SEA) – with SEA launched only recently in early September jus< />< /><>< />< />...
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A Short Transport ETF Strategy for the Global Slowdown
DRYS
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+70.26%
in
51 days
(closed on 12/08/08)
<> 
Given the global economic slowdown, lower commodity prices, and cool-down in former red-hot grow markets such as China; the accompanying table presents statistics and an overview of a global transport short ETF strategy for passenger airlines, auto makers, maritime, and trucking companies.
While I am still bullish on the prospects for railroads as a long investment idea and a hedge to these short transport ETF ideas, they will also suffer to some degree depending on the length and depth of the s...
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Extremely Undervalued According to PE and PEG
DRYS
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-91.82%
in
446 days
<> Relative to its industry, DRYS is extremely undervalued. DRYS's projected PE is only 5.4x while its industry's projected PE is 10.1x...implying that this stock should be $140 (so a $100 projected stock price is conservative)...the PEG story is even more severe, with an implied earnings growth rate of 108%...DRYS has a PEG of 0.05 while the industry is trading at 0.85...for some reason this stock is not being given credit for the growth that analysts are predicting...(the implied, projected stock price using PEG is even higher, which just illustrates the point)...here is the analysis: <><><><>...
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Global Maritime BULLISHares: A New Way For Investors To Sail The Seas
DRYS
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-40.33%
in
49 days
(closed on 09/26/08)
<> The above table (click on image for full-screen view) presents a Global Maritime BULLISHares Index of companies which must have market caps greater than $500 million US Dollars and derive the majority of their revenues from shipping activities. The 30 equally-weighted, active component stocks are rebalanced quarterly based on the highest ratings, which are calculated as follows: (a) trailing 52-week stock price performance + (b) dividend yield + (c) percentage of total revenues represented by each company + (d) percentage of total market cap represented by each company. Globa...
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Bullish on DRYS ...
DRYS
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-1.73%
in
3 hours
(closed on 08/04/08)
Probably not the best time to enter, but picking a bottom is hard to do, however this stock is bound to rebound past current prices based solely on core valuation. The sector has historically traded at aroun 10-14x PE and currently DRYS is a steal at 4x PE, up coming earning will be great undoubtidly, the key point will be the forward guidance however. I think DRYs is a leader and best of breed in the sector and is constantly changing and innovating (ie the purchase of off shore drilling oil rigs).
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DryShips, Inc.
DRYS
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-91.61%
in
488 days
DryShips, Inc. engages in the ownership and operation of drybulk carriers worldwide. The company’s fleet carries various drybulk commodities, including coal, iron ore, grains, bauxite, phosphate, fertilizers, and steel products. As of March 14, 2008, it owned and operated a fleet of 46 drybulk carriers comprising 5 Capesize, 31 Panamax, 2 Supramax, and 8 newbuilding drybulk vessels with a combined deadweight tonnage of approximately 4 million tons. The company was founded in 2004 and is headquartered in Athens, Greece.
<> As part of its fleet renewal and expansion program, DryShips ...
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Bearish on DRYS ...
DRYS
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+92.55%
in
515 days
The stock has been an a free fall for the past 17 trading sessions after hitting its highest point sense its last rally late late year. Its near its lower limit bollinger band, so I would think the bleeding will stop but its no telling what this stock will do since it broke its resistance level around 89 and is continuing it precipitious fall.
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Good Time to Buy a 'Little' Shipping
DRYS
-92.68%
in
515 days
<>Within the last two weeks, both TheStreet.Com and Motley Fool have come out with articles recommending the purchase of shipping stocks. The recent surge in the Baltic Dry Index is certainly an excellent reason. Since the low of this year, the BCI has surged from around $80,000 to $230,000+. The BPI has surged from around $40,000 to $80,000+. The BSI has surged from around $40,000 to $66,000+. The BCI has surpassed its 2007 high. The BPI and the BSI are nearing their 2007 highs. The shipping stocks are still significantly below their 2007 highs. The experts are predicting the Baltic Dry ind...
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An Overview of the Global Shipping Industry
DRYS
-92.68%
in
515 days
Given the uncertainty of the domestic economy, one industry worth considering investing in is commercial shipping. Shipping is the primary means of international transportation of any essential raw material or finished good. Approximately 80% of the cargo and almost 100% of hydrocarbons moved today is by water. The global commercial shipping industry can be classified into the following categories: click to enlarge
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Dryship's Transformational CEO
DRYS
-93.14%
in
531 days
<>When I first wrote about Dryships (DRYS), the largest publicly traded dry bulk shipping stock in the world, it was sitting at 65 back in February of this year. <!---->I wrote it was the most undervalued stock in the market. It had a PE of 3 or 4, 658% earnings growth, and an extraordinary ROE. The stock just sat there. I wrote article after article about DRYS highlighting the rising Baltic Dry Index, DRYS’s exposure to the strong spot market, the increasing value of its fleet, its entry into ultra deep oil drilling. I delivered a challenge to the investment community to find a company<>< />...
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DRYS
DRYS
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-18.19%
in
43 days
(closed on 07/07/08)
<> <>
Sometimes the easiest plays are right in front of you. If you keep up with the leading stocks in the leading sectors and look for the several opportunities to play them during a run you can get in early as well as get in again and again because a strong stock in a strong sector on a strong run will make many quality moves to buy into. Thus we often will play the same stock over and over and over again as it makes its run, buying in early and then adding and taking gain all the way up. <> DRYS is a stock that made us huge money in 2007, and after a solid base in 2008 it s...
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DryShips: a Potential Deep Sea Oil Driller?
DRYS
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-10.99%
in
61 days
(closed on 07/23/08)
DryShips (DRYS) along with LDK Solar (LDK) are probably the 2 most "controversial" companies we've owned - well maybe along with Crocs (CROX). Of the 3, we only own DryShips (DRYS) as of yesterday, and earlier this week the company reported yet another stellar quarter. Thereare a lot of moving parts, but essentially the company reported $4.13(vs analysts $4.05). This industry is essentially the companies thatmove grains, fertilizers, coal from one continent to another (thinkrailroads on the ocean). Contracts are either longer term in nature oron the "spot market" (what the current market wi...
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About DryShips Inc.
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