Stock Pick: DryShips Inc. (DRYS)

This is a very risky cyclical play.  DRYS has been beaten down due to its enormous debt liabilities.  However, the fundamentals of commodities are improving and will keep improving.  It is very probable for DRYS to recover as credit market unfreezes and commodities recovers.  The up-side far out weights the downside.  In addition, as oil wells dry up, the deep sea rigs would turn out to be great investments.