Core Viewpoint - Costamare Inc. (CMRE) is rated as a hold due to its recent spin-off of dry bulk activities, now focusing solely on being a containership lessor, which makes it an interesting company to follow [1]. Company Summary - The company has transitioned to a containership lessor after spinning off its dry bulk operations, indicating a strategic shift in its business model [1]. - The analyst expresses a dynamic finance background with expertise in corporate finance, M&A, and investment analysis, particularly in real estate, renewable energy, and equity markets [1]. Investment Analysis - The article emphasizes the importance of financial modeling, valuation, and qualitative analysis in understanding the company's potential and market position [1]. - The analyst aims to share insights and engage in discussions about investment opportunities, reflecting a commitment to informed decision-making in finance [1].
Costamare: The Price Of Quality Is Now Too High To Justify (NYSE:CMRE)