That's why, if you're bullish on dry bulk
like Steve Cohen's
SAC Capital Advisors
appears to be
, Genco would seem to offer the best place to put one's money.
That said, two things need to happen in order for the trade to work: the fundamentals of the sector must continue to improve, and investors must once again take notice of a group of stocks they've pretty well ignored for most of 2010.
Our question for readers of the
is simple. Do you agree with Steven Cohen and his team of stock pickers at SAC? Will Genco's shares -- and, by extension, the dry bulk sector as a whole -- take an upward stride in the last four months of the year?
Will, in other words, the Genco trade work? Take the poll below to see what
-- Written by Scott Eden in New York
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