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...
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Interesting Counter-Intuitive Reversals Last Few Weeks (Breakouts…Positions…Key Notes)
In this note: 1) some interesting reversals, 2) some updates on stock pick performances, 3) other updates and items of note. A few enclosures...
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Teekay's Right Hand Left Hand Shuffle
Teekay companies came out with a set of results. Frankly, it is not about the results but about the corporate actions and the forward indicators of...
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