I am giving a hold rating to Costamare Inc. ( CMRE ). The company is very interesting to follow thanks to the recent spin-off of its dry bulk activity to only be a containership lessor. However, relative to peersI am a dynamic finance professional with a Master’s in Banking & Finance from Université Paris 1 Panthéon-Sorbonne. My investing background mix corporate finance, M&A, and investment analysis, with a focus on real estate, renewable energy, and equity markets. I specialize in financial modelling, val ...

The supertanker market has tightened this year as crude supply from OPEC+ and the Americas rises and vessels make increasingly longer trips. So much has the market tightened that several new-built very large crude carriers (VLCC) have made empty maiden voyages from yards in Asia to pick supply from producing countries in the Middle East, the Americas, and Africa, instead of loading fuels made in Asia on their first journey. As many as six VLCC, or supertankers as they are commonly known, have traveled th ...

Core Insights - The logistics sector has seen significant engagement from investors, particularly in the ASEAN and US markets, highlighting its growth potential and diversification opportunities [1] Investment Focus - The company has diversified its investments across various sectors including banking, telecommunications, logistics, and hotels, indicating a strategic approach to portfolio management [1] - The entry into the US market in 2020 reflects a growing interest in international investment opportunities, particularly in sectors like banks, hotels, and shipping [1] Market Trends - The popularity of insurance companies in the Philippines since 2014 suggests a shift in investment preferences among local investors, moving towards more diversified financial products [1] - The trend of using platforms like Seeking Alpha for analysis indicates a growing reliance on data-driven insights for investment decisions in both the ASEAN and US markets [1]

Core Insights - The logistics sector has seen significant engagement from investors, particularly in the ASEAN and US markets, highlighting its growth potential and diversification opportunities [1] - The popularity of insurance companies in the Philippines since 2014 indicates a shift in investment strategies among local investors, moving towards a more diversified portfolio [1] - The entry into the US market in 2020 reflects a growing interest in international investments, particularly in sectors like banking, hotels, and logistics [1] Investment Strategies - Initial investments were focused on blue-chip companies, showcasing a common strategy among investors to seek stability and reliability [1] - The diversification into various industries and market cap sizes demonstrates a strategic approach to risk management and potential returns [1] - The decision to write for Seeking Alpha indicates a commitment to knowledge sharing and continuous learning in investment practices [1] Market Trends - The increasing interest in the US market, particularly in logistics and banking, suggests a trend towards globalization in investment strategies [1] - The comparison of analyses between the US and Philippine markets indicates a growing sophistication in investment approaches, leveraging insights from different markets [1]

SINGAPORE--(BUSINESS WIRE)--With reference to the press release dated 2 December 2025 by BW LPG Limited ("BW LPG†or the "Company†, OSE ticker code: "BWLPG.OL†, NYSE ticker code "BWLP†) on key information relating to the cash dividend for Q3 2025, the shares of the Company will be traded ex-dividend on the Oslo Stock Exchange from today and from 12 December 2025 on the New York Stock Exchange. About BW LPG BW LPG is the world's leading owner and operator of LPG vessels, owning and operating a f. ...

ATHENS, Greece, Dec. 10, 2025 (GLOBE NEWSWIRE) -- Dynagas LNG Partners LP (the “Partnership”) (NYSE: DLNG), an owner of liquefied natural gas carriers, announced today that its Board of Directors has authorized a new program under which the Partnership may, from time to time, repurchase up to an aggregate of $10 million of its outstanding common units through November 24, 2026 (the “Program”). The Program replaces the Partnership’s prior common unit repurchase program, which expired on November 21, 2025. Re ...

Core Insights - Pangaea Logistics Solutions, Ltd. (NASDAQ:PANL) is recognized as one of the best micro-cap stocks to invest in according to analysts [1] Financial Performance - In the third quarter of 2025, Pangaea Logistics Solutions reported earnings per share of $0.17, exceeding estimates by $0.14 [2] - The company's revenue for the quarter was over $168 million, reflecting a year-on-year increase of 10.2% and surpassing expectations by $9.35 million [2] - A quarterly dividend of $0.05 per share was announced, with a total of $3.2 million paid to shareholders through dividends in Q3 [2] Leadership Changes - Mark Filanowski, the CEO, will retire and step down from the Board of Directors early next year after eleven years with the company [3] - Mads Petersen, the current COO, has been appointed as the new CEO, having been with the company since 2009 and overseeing its commercial, operational, and technical functions since 2022 [3] Business Overview - Pangaea Logistics Solutions provides seaborne dry bulk logistics and transportation services to industrial customers globally [4]

Group 1: Village Farms International (VFF) - Village Farms International is a producer, marketer, and distributor of greenhouse-grown tomatoes, bell peppers, and cucumbers primarily in North America [1] - The company has a Zacks Rank of 1 (Strong Buy) and has seen a 75% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [1] - Shares of Village Farms International gained 34.8% over the last three months compared to the S&P 500's gain of 3.9%, and it possesses a Momentum Score of A [2] Group 2: Seanergy Maritime Holdings (SHIP) - Seanergy Maritime Holdings is a pure-play Capesize ship company providing marine dry bulk transportation services through a modern fleet of Capesize vessels [2] - The company has a Zacks Rank of 1 and has experienced a 72.1% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [2] - Shares of Seanergy Maritime Holdings increased by 18.8% over the last three months compared to the S&P 500's gain of 3.9%, and it also has a Momentum Score of A [3] Group 3: BHP Group Limited (BHP) - BHP Group Limited is one of the world's largest mining companies, with operations in Australia, Brazil, Canada, Chile, Peru, and the United States [3] - The company holds a Zacks Rank of 1 and has seen a 9% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [3] - Shares of BHP Group Limited gained 8.9% over the last three months compared to the S&P 500's gain of 3.9%, and it possesses a Momentum Score of A [4]

Group 1: Company Highlights - Village Farms International (VFF) has seen a 75% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [1] - Seanergy Maritime Holdings (SHIP) has experienced a 72.1% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [2] - Two Harbors Investments Corp (TWO) has had a 10.3% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [3] - BHP Group Limited (BHP) has seen a 9% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [4] - Fox (FOX) has experienced a 7.7% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [4] Group 2: Investment Recommendations - The companies mentioned have been added to the Zacks Rank 1 (Strong Buy) List, indicating strong investment potential [1][2][3][4]

It’s been three months since my last coverage of MasterCraft Boat Holdings, Inc. ( MCFT ). The price dropped by about $5 or 20% despite my optimistic outlook. Yet, I perfectly understand the market stance considering marketI have been working in the logistics sector for almost two decades. I have been into stock investing and macroeconomic analysis for almost a decade. Currently, I focus on ASEAN and NYSE/NASDAQ Stocks, particularly in banks, telco, logistics, and hotels. Since 2014, I have been trading on ...