>>18713416
No, not completely, but you probably missed half of it. I'll give you a paint by numbers because my money is already in these tankers, so all you'll be doing is helping me out by following.
Watch Brent futures contracts this week and early next week. Wait for the gap between [June/July] and [August/onward] to get as small as possible. That will be the bottom of whatever temporary dip the tankers have. Buy in at that time.
Earnings for tanker companies will start coming out next week and the week after. On the 19th, futures contracts will roll over. These stocks will gap upward afterhours, it will be hard to catch them in an upward trend. If you're not in by May 1 or so, you are going to miss the action. Risk - if some crazy shit happens and futures don't shit their pants again, tankers aren't going anywhere, they're currently trading at the top of what they make doing regular business, contango is the name of the game right now.
Do not buy oil stocks yet unless you plan to hold them for a long time. When it's time to dump your tankers, it'll be time to transition those gains to oil producers/refiners.