Source: World Maritime News
Investment Thesis
SFL Corporation Ltd. (NYSE: SFL) remains my only selected "transportation and shipping" company that I have held happily in my long-term portfolio for many years and intend to keep for a long time. I have regularly followed SFL on Seeking Alpha with a long-lasting buy/accumulate rating.
SFL has outperformed Invesco Shipping ETF (SEA), which is an ETF focusing on global shipping firms.
This shipping company has been able to deliver impressive and steady results because of the management's ability to regularly fine-tune the company's business