Hey, among the tankers I like $INSW the most - NAV makes a lot of sense here and they have the youngest fleet, especially important in the tanker business. Instead of $ZIM I would rather go for Danao $DAC because they have the long term contracts with for example $ZIM and do not suffer directly when demand drops (p.s. $ZIM is not a shipping company). Alternatively I like Himalaya Shipping (Dry Bulk) $HSHP, Hafnia (Oil Tanker) $HAFNI and MPC Container Ship (Container Vessels) $MPCC - I would advise you at this point with such cyclical companies to always have a good source at hand to always have the latest trends at hand, because it can go downhill relatively quickly when a cycle ends. I hope I could help you. Ahja the guys from VP Ideas https://www.vpideas.net/ are currently building a website, and cover industries that rather few pay attention to 👍🏼
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•@CashCocktail Thanks for your feedback- had a few of them not at all on the screen I'll take a closer look 👍🏻
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