[[DRYS]], [[EXM]], [[DSX]], [[TBSI]], [[NM]], [[TRMD]], [[GNK]]
Sector Spotlight: Casinos
[[MPEL]] comes through this morning with a good report. I will be watching the space as it looks like it’s ready to run.
Update: [[MPEL]] selling off
Some key names include [[LVS]], [[WYNN]], [[PENN]], & [[MGM]]
Spoke to soon, MPEL selling off
GU up in the morning again.
watch DGLY
What about ESEA, has a nice yield. It is hard to find shippers that haven’t already exploded, but that has a decent PE as well.
GU on Fire! GGGGGGG GUnit.
Actually here is my full list, if you are interested.
DRYS
DSX
EGLE
ESEA
EXM
FREE
GNK
NM
OCNF
OKN
PRGN
QMAR
SBLK
TBSI
Shipping service: ANW
Let me know if you have one that I don’t.
Might be worth mentioning that DRYS owns a 30% stake in Ocean Rig which has 2 ultra deep-water drilling rigs. Should get a nice boost from that as well.