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Stock Strategist Industry Reports

Our Dry-Bulk Shipping Projections: Sink or Swim?

We take a look back at our prior projections for dry-bulk shipping.

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As equity analysts, we're often tasked with predicting the future, and we don't always get everything right. That said, we think it's important to continuously examine our track record in our coverage areas, in hopes of learning where we were correct and where we can glean additional insights. In particular, the dry-bulk shipping industry has proven an especially difficult focus area to projects due to its dearth of economic moats and intense volatility. We've written extensively about the sector over the past 18 months, and we want to analyze whether our original assumptions proved accurate while also noting when we may have been incorrect.

In this article, we will examine projections outlined in our two most recent shipping articles: Feb. 26, 2010's "Rough Waters Ahead for the Dry-Bulk Shipping Industry" and June 26, 2009's "Waters Remain Choppy for Shipping Stocks." After reviewing the articles, several key themes become clear. Overall, we believed that:

Adam Fleck does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.