- In early-January, I posted a report calling for 2021 to be "the year for shipping."
- Despite a phenomenal year of earnings and free cash flow, most shipping stocks struggled during 2020 due to incorrect market perceptions.
- In 2021, the markets have finally figured out the underlying values. To date, our model portfolios have returned an average of 53%.
- I expect the sector will continue to benefit and am providing some high level industry updates ahead of an upcoming webinar.
- Also highlighting two of my personal top picks for the sector: Zim Integrated Shipping and Navios Partners.
For further details see:
2021 Is The Year For Shipping: Q1 Update