Joined Jan 27, 2008
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what do you make of RIG ??? great numbers this morning, then a nice pullback on the supply data…
RIG was up big the past 5 days going into earnings so I’d say its safe to assume that a lot of the good report was priced in. Oil is screaming high, of course RIG had higher day rates.
drys -94.84 you consider the top for now? still holding along with GNK whihc raised the divi..bmx rates still goog -why the bail here? didya see EGLE? portend of the group? TBSI – most debt-less of the group – my fave next to drys and exm…thanks…..congrats on some great calls