SEA News and Press, Invesco Shipping From 06/29/19

Today, I have the pleasure to publish an interview with Iiro Varhia, a private finnish investor I got to know through Twitter (@artifex1986). He’s been investing for 15 years now, and runs a private research newsletter called Macrosleuth in which he aims to find well-researched profit...

By Daniel Shvartsman Listen and subscribe to the Marketplace Roundtable on these podcast platforms: iTunes/Apple Podcasts Spotify Stitcher J Mintzmyer of Value Investor's Edge concludes his review of Marine Money in our third podcast on the subject. We ...

By Daniel Shvartsman Listen and subscribe to the Marketplace Roundtable on these podcast platforms: iTunes/Apple Podcasts Spotify Stitcher The shipping sector is 'in a world of hurt,' as J Mintzmyer puts it on today's podcast. Trade war headlines and low ...

Shipping Sentiment: Lower and Lower Shipping has been an absolutely brutal place to invest over the past 5-years. The chart below shows the only industry tracker, the Invesco Shipping ETF ( SEA ), which has lost 62% over the past 5 years compared to a 47% gain in the S&P 500. Anyone wh...

If you're looking for a high-yield way to tap into the ongoing wave of LNG growth, you may want to climb aboard Hoegh LNG Partners LP, ( HMLP ) It offers a common payout which yields 10.07%, and a preferred payout with an 8.61% yield. HMLP is the only publicly traded pure play on FSRUs. FS...

Original Post By Stuart Burns The International Maritime Organization's ((IMO)) January 1, 2020, deadline for shipping companies to use low-sulfur (0.5% max) fuel has been on and off in the news for months, but without much interest from those outside the industry or the environmenta...

By Jonathan Liss Listen and subscribe to the Marketplace Roundtable on these podcast platforms: iTunes/Apple Podcasts Spotify Stitcher With more than a decade spent analyzing the global shipping sector from top to bottom, J Mintzmyer knows what is a fairly ...

Note: This article was originally published March 3rd on Value Investor's Edge , a Seeking Alpha subscription service. Overview It was a startling headline that prompted this most recent report. On February 25th Splash 24/7 reported: BDI’s Decline Second Worst Ever ...

Alex here with your latest Friday Macro Musings… Latest Articles/Podcasts/Videos - The Fed Put Is Real and China Stimulates - Alex updates us all on China's surprise stimulus and the Fed's epic flip from hawk to dove. Macro Ops Podcast: Alex, Tyler, Chris, and Mr. B - Chri...

Something has to give. Starting to be a fascinating phenomenon: Rates charged by trucking companies and other transportation providers continue to surge on a year-over-year basis even as the volume of shipments has dropped below where it had been a year ago, while the "capacity squeeze" of 2...