Source: World Maritime News
Investment Thesis
Ship Finance International (SFL) is my selected "transportation and shipping" company that I have held in my long-term portfolio for many years. I have regularly followed Ship Finance on Seeking Alpha.
This shipping company is delivering excellent results by regularly adjusting its business model to the ongoing stress of a challenging shifting market environment. The business model is highlighted by the presentation below. Ship Finance current fleet is comprised of 89 ships or rigs with a charter hire Q2 2019 of 38% on bareboat charter and 62% time charter.