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I am most interested in the tanker sector, with a recovery play in dry bulk markets & a deep value play in containerships. Learn why I believe selective shipping stocks are attractive today.
Lars Barstad, CEO of Frontline, discusses the latest trends in the tanker markets along with specific company strategy and capital allocation priorities.
Danaos Corp.’s stock trades at a massive discount to our current fair value
estimate. Check out the interview with its CFO and why we rate DAC stock a Buy.
Danaos may present investors with a significant dividend increase, a likely
repurchase program, and perhaps a share split. Read our discussion with Danaos
CEO.
Danaos (DAC) stock is flat since June despite generating over $250M in EBITDA in
the past two quarters. See why DAC stock is a top pick in container shipping.
Top containership stocks have enjoyed a remarkable run since last fall; however,
the stock prices have lagged the underlying values. Here is my analysis and my
top buys for the sector.
Angie’s List (NASDAQ:NASDAQ:ANGI) is worth somewhere between $0 and $5, and the market is just now waking up to this fact.I wrote those words on July 9, in my first analysis of ANGI.
I first introduced Costamare (NYSE:NYSE:CMRE) back in July, with a highlight of its strong contracted cash flows. I conducted a full interview with the company’s CFO, Mr.