3SOF

TBSI breaking through the 50MA and 200 EMA ... 

Quote from: Se7en on January 31, 2008, 03:19:40 PM
TBSI breaking through the 50MA and 200 EMA ... 

Still have to cross above the 200 SMA, but it appears that the trend has finally turned.

TBSI is still trading at just 6.6 times 2008 EPS estimates and the earnings are not only reliable, they're very likely to grow even more in the upcoming years. What you have here is a very cheap company, which never diluted shareholders value and growing EPS by 62% from 2007 to 2008, according to estimates:



I see $100 a share in TBSI in 9-12 months time and I'll continue holding it for the long term.

IBD daily stock analysis - TBSI, if anyone interested

http://www.investors.com/MediaCenter/?MediaID=904

man!
sounds like the
"buy on fundamentals and technicals, sell on technicals" strategy could have saved us lots of money and headaches. 

thanks for the post.

TBS International Limited Announces Date for the Release of the Fourth Quarter and Full Year 2007 Results, Conference Call and Webcast
HAMILTON, BERMUDA, February 11 / MARKET WIRE/ --
TBS International Limited (NASDAQ: TBSI) announced today that after the
market closes in New York on Wednesday, March 12, 2008 it will release its
results for the fourth quarter and full year ended December 31, 2007.

The next day, Thursday, March 13, 2008 at 10:00 a.m. EDT, the company's
management will host a conference call to discuss the results.

Conference call details:
Participants should dial into the call 10 minutes before the scheduled time
using the following numbers: 1-888-713-4209 (from the US) or 1-617-213-4863
(International Dial In). Participant Passcode: 12145074. The conference call
will also be webcast live on the company's website: www.tbsship.com by clicking
on the webcast link. Participants may pre-register for the call at
https://www.theconferencingservice.com/prereg/key.process?key=PEXAGDVEL.
Pre-registrants will be issued a PIN number to use when dialing into the live
call which will provide quick access to the conference by bypassing the
operator upon connection.

Replay:
A telephonic replay of the conference call will be available from 12:00 p.m.
EDT on Thursday, March 13, 2008 until Thursday, March 20, 2008 by dialing
1-888-286-8010 (from the US) or 1-617-801-6888 (International Dial In). Access
Code: 52508153. A replay of the webcast will be available soon after the
completion of the call.

Webcast:
There will also be a live and then archived slides and audio webcast of the
conference call on the company's website www.tbsship.com, which can be accessed
by clicking on the webcast link. As soon as practicable, the webcast and the
corresponding slides will be archived and will also be accessible on our
website.

hope this helps the dry bulk shipping sector.

http://hugin.info/135378/R/1190656/239756.pdf

All these dry bulk stocks rolling over in unison. Everyone taking profits at once?

Another great earnings report from a shipping company.

http://biz.yahoo.com/ap/080212/earns_oceanfreight.html?.v=1

GNK reports after the bell on Wed.
DSX reports after the bell on Thurs.
DRYS reports after the bell on Thurs.

Closed near the high. Nice.

TBSI closed above the 200 days SMA yesterday. Today after the close, DRYS, which is the Dry Bulk Shipping sector largest company (at least traded on American exchanges), will release its 4th quarter results. Probably the short term direction of this sector will be affected by this news.

There are several problems to DRYS, this is why it trades at such low valuation of 4.5 times 2008 EPS estimates, which are really high at $18.18

I believe TBSI is a lot more transparent than DRYS and shouldn't be trading at just 7.2 times 2008 EPS estimates.

Commerce within the company's routes can only keep growing in my opinion.

I'll continue holding TBSI for the long term.

After Hours: 39.00  1.85 (4.98%) as of 6:31PM ET on 02/14/08   Thanks to DRYS earnings. Very cool.

Hi David,

honestly I wouldn't rely too much on what Fool.com says...most of the times, they are completely wrong in their analysis and they manipulate a lot their returns on newsletter so to show they beat the market...but they don't.

I think DRYS (I own some shares) it's a great company and yesterday earnings prove it.
It has diversified its business into the ocean rig, because the CEO has a deep knowledge of this industry.
That acquisition is not a diwoersification (I ask pardon to Lynch if I permit to use his words), but it is accreative to the bottom line.
Energy is a crucial industry and will continue to be in the coming decades, where oil will continue to be the master in the energy market.

Just my opinion of course, time will tell if DRYS will be able to return to thehighest level it reached months ago.

Cheers,

A.

Quote from: soxguy on February 14, 2008, 06:50:49 PM
After Hours: 39.00  1.85 (4.98%) as of 6:31PM ET on 02/14/08   Thanks to DRYS earnings. Very cool.

Yep, $38.5 now in the pre-market, as the general market isn't helping.

QuoteHi David,

honestly I wouldn't rely too much on what Fool.com says...most of the times, they are completely wrong in their analysis and they manipulate a lot their returns on newsletter so to show they beat the market...but they don't.

Is that so? I thought they were honest. This is a big surprise to me, why do you say that?

QuoteI think DRYS (I own some shares) it's a great company and yesterday earnings prove it.
It has diversified its business into the ocean rig, because the CEO has a deep knowledge of this industry.
That acquisition is not a diwoersification (I ask pardon to Lynch if I permit to use his words), but it is accreative to the bottom line.
Energy is a crucial industry and will continue to be in the coming decades, where oil will continue to be the master in the energy market.

Just my opinion of course, time will tell if DRYS will be able to return to thehighest level it reached months ago.

Cheers,

A.

I tend to agree terainvestment

I wrote some comments on DRYS on the Watch List.

It looks clear now that the CEO's and analysts of the Dry Bulk shipping industry were right, the industry continues to grow very strongly. Therefore the extremely cheap valuations don't make any sense and they should be corrected. This isn't a business that is about to end (as it would be implied from the current valuations), this is a business that will keep growing for several years to come in my view.

I see all shipping stocks moving up to new all time highs and TBSI should outperform the group, like it has been doing.

I'll keep holding TBSI for the long term.

Is that so? I thought they were honest. This is a big surprise to me, why do you say that?

[Hi david, no they are not honest as they should be. For two reasons:
1) In their newsletters (I tested all) they recommend a long list of stocks to buy, almost touching 50/60 stocks. This is the first problem, because their main target market, people who know little or nothing about investment, could be in real problem in managing a portfolio composed by 50 stocks. Just the transaction costs eat you a large part of the total return, while Fool say that investors  should buy the whole list of rec's to duplicate returns.

2) the second and larger problem, is that their performance calculation are duplicated and calculated twice, or three or four times, depending how many times they recommended a stock. For example, in their newsletter "The Stock Advisor", the stock Quality Systems (QSII) is recommended for a buy twice and in the calculation of their total return they calculate the returns that they have on both rec's! This stock is up, to date, 533% and 453%, so the overall impact on total return of portfolio is devastating...unless you bought twice QSII duplicating the position (but how much money you should have to do this?). The same story is for Dolby (DLB), recommended three times for respective gains of 116%, 163% and 61%.
Conversely, stocks that underperform and go beyond their expectations are, of course, eliminated by their portfolio...

So, I made some very easy calculation on an excel file and put their returns on each rec's. I then eliminated the stocks recommended 2,3 4, 5 times...etc and I took only one rec's for each stock. I then eliminated the two outliers (in statystical analysis, an outlier is a data the fall very outside the frequency distribution). In our case, the outliers are the bigger winner and bigger loser.

The final result on this great The stock Advisor that claim to beat the market by 50% being up 68% while market is up just 16% since 2002 , is a poor.........+20%....all that Fools and caos to beat the market by 4% in 6 years?

LOL

HAMILTON, BERMUDA -- (MARKET WIRE) -- 02/15/08 -- TBS International Limited (NASDAQ: TBSI) announced that it has taken delivery of the M.V. Hopi Princess, previously the M.V. African Sanderling, a 1984 built, 20,401 dwt multipurpose tweendecker. TBS had agreed to acquire this vessel charter free for $18.3 million in November 2007.

With the delivery of the M.V. Hopi Princess, TBS' current fleet consists of 39 multipurpose tweendecker, handymax and handysize vessels. TBS expects to take delivery of two additional multipurpose tweendeckers (the M.V. Ottawa Princess and M.V. Caribe Maiden) and one handysize bulk carrier (the M.V. Mohave Maiden) by end of the first quarter of 2008. Once these deliveries are concluded, TBS' fleet will be comprised of 42 vessels with an aggregate of 1,225,560 dwt, consisting of 23 tweendeckers and 19 handymax / handysize bulk carriers.

Joseph E. Royce, Chairman, Chief Executive Officer and President, stated: "We are pleased to have taken delivery of the M.V. Hopi Princess, which increases our operational flexibility and generates economies of scale."