J Mintzmyer

Kingold Jewlery (KGJI) is a reverse-merger (RTO) Chinese firm that attained a US listing (NASDAQ) in August 2010.

Teekay Corporation is a leader in a variety of maritime industries, primarily LNG shipping, offshore oil production platforms, and crude tankers.

Global Ship Lease is a holding company focused on the financing aspect of the container-ship sector.

LNG shipping volumes have surged over the past three years and they are poised to grow even faster through the next decade.

Due to COVID-19 shutdowns, oil markets are hopelessly oversupplied and conventional storage has rapidly filled.

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.

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.

Danaos may present investors with a significant dividend increase, a likely repurchase program, and perhaps a share split. Read our discussion with Danaos CEO.

Value Investor’s Edge Live continues with our latest episode focused on the oil and product tanker sectors in shipping.

The markets have been highly volatile this year and recent events in Ukraine are likely to continue this trend.

John Wobbensmith, CEO of Genco Shipping (GNK), discusses the dry bulk markets. See what the CEO has to say about investing in GNK stock.

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.

We have just published our updated model portfolios and top picks for 2023 on Value Investor’s Edge.

2022 was another excellent year at Value Investor’s Edge.

Lars Barstad, CEO of Frontline, discusses the latest trends in the tanker markets along with specific company strategy and capital allocation priorities.

I will be in New York City this week for the Marine Money Conference, from June 19-22.

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.

Thank you to everyone for your support of our research platform and growing team! We are offering VIE Basic (enhanced newsletters with 6+ active picks and...

Navios Maritime Partners is worth a second look as its valuation remains low despite positive operational results. Read why I believe NMM is worth another look.

Value Investor’s Edge is celebrating our 9th anniversary this summer! Since 2016, our tracked trades (2016-2018) and model portfolios (2019-2024 YTD) have...