- 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 64%.
- I expect the sector will continue to benefit and am providing some high-level industry updates in the full-length attached webinar.
- Also reiterating my personal top pick across the sectors: Navios Partners (NMM).
For further details see:
Ride The Recovery In Shipping (Video)