AMKAF - J Mintzmyer On Red Sea Disruptions And 2 Key Shipping Segments

2024-02-06 14:15:00 ET

Summary

• J Mintzmyer discusses the shipping sector, disruptions in the Red Sea, and investment opportunities.
• Tankers and containerships are the most impacted sectors, with rates surging and potential for a multi-year supercycle.
• ZIM is a volatile stock that may see significant changes depending on the resolution of the Red Sea disruptions.

Listen here or on the go via Apple Podcasts or Spotify .

J Mintzmyer explains the ins and outs of the shipping sector (3:00). Why the Suez Canal and Red Sea matter so much to the industry (5:50). Investment opportunities in tankers and containerships (14:20). Why ZIM is such a volatile stock (24:55) and why J doesn't love the shipping ETF BOAT (26:15). This is an abridged conversation from Seeking Alpha's recent video webinar .

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Transcript

Daniel Snyder: Welcome, everyone. Daniel Snyder from Seeking Alpha here. Thank you again for taking the time to show up and hanging out with us today.

I'm so thankful that we could get J Mintzmyer to join us today. He is the founder of Value Investor's Edge. Dr. J Mintzmyer in the building. Welcome, J. How are you?

J Mintzmyer: Hey, thank you very much, Daniel. That was a very gracious, very generous introduction.

We're going to talk about how to profit from Red Sea disruptions. That might sound like a little bit of a callous headline. So it's more so informative about what's going on in the Red Sea, as well as some shipping segments that are definitely impacted, and some interesting points to follow.

I'm the Founder and President of Value Investor's Edge. You can follow me on X, it used to be called Twitter, @Mintzmyer. Follow me there for free. If you're interested later on in our exclusive research and model portfolios, you can go to vieresearch.com . Of course that's a Seeking Alpha product. And then we have an entry-level newsletter, little bit more retail-oriented, smaller price point, that's vie-lite.com .

I have about 15 years, a little bit over 15 years of experience in the shipping sector. Started covering that in 2007/2008. Lots of experience with booms and busts and all sorts of things going on, mergers and acquisitions, fleet acquisitions, divestitures, spin-offs, take privates, bankruptcies, all sorts of things. I have seen it all in the shipping sector. And as part of being involved for so long in the sector, I have key relationships with almost all the management teams, all the institutional analysts who might be involved, as well as many of the institutional investors....

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