J Mintzmyer's note of caution on shipping

21 mag 2024 · 30 min. 58 sec.

Descrizione

Shipping expert https://seekingalpha.com/checkout/mp_316?avoid_pp=true&source=ie_podcast:mintzmyer_note_caution_shipping talks geopolitical volatility and shipping disruptions (1:00). Most affected trade by far is container ships (2:40). ZIM, Danaos, and Global Ship Lease (5:10). Tankers' great year; still...

mostra di più

Shipping expert J Mintzmyer talks geopolitical volatility and shipping disruptions (1:00). Most affected trade by far is container ships (2:40). ZIM, Danaos, and Global Ship Lease (5:10). Tankers' great year; still long Tsakos (6:40). How to think about an average shipping portfolio (10:00). Biggest things impacting volatility are inflation, what Fed's going to do and China (15:50). Valuation metrics to (not) use for shipping stocks (23:55).

Show Notes:
J Mintzmyer On Red Sea Disruptions And 2 Key Shipping Segments
ZIM Integrated surges as analysts see container shipping stocks continuing higher
J Mintzmyer Unpacks Cyclical And Fickle Shipping Sector

Episode transcripts

For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Register for Seeking Alpha's Investing Summit (with your podcast discount code!)

mostra meno