Thoughts on Seaspan Co-Founder Graham Porter Leaving the Board
This is news because Mr. Porter has been a trailblazer and anchor for Seaspan Corp. (SSW US) since it led the market into container vessel...
644 Views
Oil Correction Drags Down Commodity Plays, Transports… and Takes Seaspan Back to Lows
The 2-day 7% correction in oil managed to slaughter many cyclicals, from RIG, which had just gotten a big buy send-off from Barron’s two weeks ago,...
316 Views
Seaspan SSW Hits the Wall. A Bit Late. But Time to Heed Lessons of Teekay Tankers
I've been shouting on rooftops and especially to management for several months. Seaspan Corp. (SSW US) needs to do what others have done: Slash the...
390 Views
Shipping Stocks Go Bananas, the Worst Rising the Most
DRYS has now spiked (before suspension) more than 2000% post Trump and as the BDI (Baltic Dry Index) popped above 1,000. Most of the trading...
547 Views
Shipping Royalty Tanks (Reasons Behind Seaspan's Correction)
At this point in the cycle, we could say that just about all shipping companies have sailed into the Bermuda Triangle. Seaspan Corp. (SSW US), one...
438 Views