My bullish thesis for Costamare Inc. (NYSE: CMRE ) rests on five ideas - charter renewals through the next few years, delivery of newbuilds (also over the next couple of years), quarterly earnings movements, dividends and how well those are maintained, andDubai-based investor focused on building a resilient, income-generating portfolio with a long-term growth mindset. My approach is primarily long-only, blending dividend-paying equities, REITs, and other income strategies with selective growth opportunities ...