skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Do you see any second derivative opportunities to the current bull market in commodities? More specifically, are there any tanker shippers you favour in this environment, like NAT and TNK, or dry bulk shippers, like DSX or SBLK? With the possibility of a reinvigourated US oil and gas industry, what are your views on service companies such as HAL, SLB, and BKR? Thanks.
Read Answer Asked by Rupert on March 10, 2022
Q: With oil Storage at a premium , and contango in the futures market
is relatively strong. the value of these oil tanker companies is fairly cheap and they have been able to increase their oil storage price.
This seems to me setting up for some very profitable earnings .
If you agree which companies would you prefer in this situation ?
Thanks
Cal
Read Answer Asked by cal on April 15, 2020