![\"Frontline\"](\"https:\/\/www.technologyinvestor.com\/wp-content\/uploads\/2013\/05\/Frontline.jpg\")
<\/a><\/p>\nFrontline is the spec that is “an aggressive play on the shipping cycle.” To wit:<\/p>\n + New build prices are at historically low prices.<\/p>\n + New vessels have significant fuel efficiency.<\/p>\n + High potential future reward (his words).<\/p>\n Seadrill is a play on the strong demand for oil drilling rigs by oil companies — from BP to Excxon, from Chevron to Statoil.<\/p>\n The next big oppoortunity will be in shipping LNG gas from the U.S. Says Tor, you can buy “standard” gas in the U.S. at $1 to $2 a mmBtu, add a transportation cost of $2 and schlepp it to Europe where it sells for $10, or South America where it sells for $15. He likes the Seatankers Group, but I can’t find a public listing for them.<\/p>\n He also likes Calpine and Dynergy. I didn’t catch all his logic. His Norwegian accent is heavy.<\/p>\n \u00a0Smelling the lilac and eying New Yorkers.<\/strong><\/span> Susan and I went for a promenade Sunday in Central Park\u00a0 It was gorgeous.<\/p>\n The lilac trees were in full perfumed bloom.<\/p>\n And the ducks were in full romance. Neat to watch them watch for each other.<\/p>\n Silly computer stuff.<\/strong><\/span><\/p>\n + Tell Word and Excel to save your work every minute.<\/p>\n + Change your outgoing server (SMTP) in Outlook to 587. Don’t even ask why. Just do it.<\/p>\n + The best “new” Windows laptop is your present one with more memory, a new screen and a new keyboard. You don’t want Windows 8, yet.<\/p>\n + A Verizon MiFi unit will cost you $50 a month, but’s worth every penny if you travel around town or around the world, you don’t have a hotspot on your smartphone and you don’t want to be exposed to the thieves and crooks trolling public WiFi networks.<\/p>\n + Get yourself a free Gmail account. One day you’ll need it.<\/p>\n Favorite recent New Yorkers cartoons.<\/strong><\/span><\/a><\/p>\n<\/a><\/p>\n<\/a><\/p>\n<\/a><\/p>\n
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