TGP - Our Top Ideas For 2019
Top List Approach: 12 Ideas for 2019
These markets have been extremely brutal and we are now faced with a situation where virtually every stock in the shipping sector is on sale. I wrote about these markets in a recent public update: "Something Strange in Shipping." Beyond the common equities, preferred stocks are also cheap, and bonds are also dropping a bit. This situation gives us the ability to buy a plethora of attractive names without needing to get picky or stress about a singular top 'pick' or best 'idea.' Sure, not all