You mentioned that you are saddled on EXM. Can I ask why you were first a buy on EXM? I watched the stock since right before it's run and was amazed and also sickened at the move it made upwards. But now the company has made some big moves to really grow here, and with the stock price down to it's current level, I believe the stock is a bargin. Low PE ratio yet high growth rate. And what do you have to say about the shares that were recently sold? Don't you think there is a big difference in selling shares to the public and selling shares to institutional investors? Do you know of any institutional investors that would be willing to invest their money if EXM didn't have a good plan to use the money? You know, institutional investors have an advantage over us individual investors, and that is they are given more information than we are. They get to see the big plan and then make their decisions.
And finally, taking delivery of four ships this month. Seems like a pretty good short term outlook to me.