StealthGas: Excellent Financials And Supporting Tailwinds

Group 1 - The article highlights the advantages of small/handysize LPG carriers, emphasizing the healthy balance sheet of StealthGas (GASS) and its buyback program [1] - At the time of publication, GASS was trading at 42% of its PNAV, indicating it was significantly cheaper than its peers [1] - The author expresses a preference for shipping and mining enterprises but is open to exploring other industries if they align with the investment style [1] Group 2 - The author filters for new investment ideas that are overlooked, offer asymmetric risk rewards, and provide dividends with attractive yields [1] - The analytical approach is fundamentally focused, with an emphasis on numbers, while also incorporating technical analysis to optimize market timing [1]