Teekay Tankers (TNK)

div

going up!

div>3%, profit margin>10%, p/e no more than 5, p/book no more than 5, p/sales no more than 20

Fundamentals look great, Balance Sheet looks strong, dividend is great, industry outlook not so great but in total it paints a good value play.

With a slow recovery and winter coming up shipping will stay pretty flat for the next few months.

This is all about the dividend. If they announce a good one for this quarter, it will go back up, if not it will go down some, but not as much as you might think. It is down some because they sold some shares to buy another ship. This was to keep from taking on more debt and maintain a healthy balance sheet. If and when the world returns to normal, it will begin a steady climb upward and hopefully continue to pay that dividend. This company is being used by TK (the parent company) in a similar way as NM uses NMM. JMO and worth exactly what I am charging for it.

Good numbers and profitability. The big dividend is suspect, but I'll take it. Beta is lower than industry, which could be a drawback in a rising market, but overall, I think this company will do well against the market.

Like the dividend as long as sustainable!!

we won't get off of oil for decades or longer. With current production probably maxed out, storage cantango, and future needs for transportation, this is the place to be.

Simply because its oversold right now... Should be back in 15$ range by October-November.

LG

Good fundamentals and protects its investors with a solid dividend.

Beaten down too much. Suezmax and Aframax rates have not declined to the point the market is discounting this stock.

The only reason this stock isn't in my real life portfolio is b/c I don't want to mess with the K-1 come tax time (TNK is a MLP).

Tankers

World oil storage is max'd. Oil tankers being used for storage.BDIndex has dragged oil carriers down, still has revenue with lower operating costs

Great dividend, manages ships by using some fixed contracts and some in the spot market, whichever is best at the time....this decreases risk and the high violatility of oil tanker shipping stocks. A great play for the next decade or so...if you reinvest your dividends...

Yield the market will be flat for the next 18 mos so i am lockiing in good sustainable yields

Oil prices will increase soon. All shipping companies are depressed at this time (dry goods more than oil). TNK does pay good dividends ($0.90). I expect stock price to hit $12 by end of year and $15 by February.

Oversold, great dividend