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Costamare: Undervalued Cash Flow Machine With Secured Upside
Seeking Alpha· 2025-09-24 21:06
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 ...
Starbucks: Value Has Suffered More Than Necessary; Give It A Break
Seeking Alpha· 2025-09-24 19:24
I 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 the PH stock market. I focus on banking, telco, and retail sectors. A colleague encouraged me to engage in the stock market as part of my portfolio diversification instead of putting all my savings in banks and properties. ...
CMB Tech (CMBT) Jumps 10% on New Index Inclusion
Yahoo Finance· 2025-09-24 13:11
We recently published Market in Pain? Not For These 10 Celebrating Stocks. Cmb.Tech NV (NYSE:CMBT) is one of the top performers on Tuesday. Cmb.Tech saw its share prices grow by 10.03 percent on Tuesday to close at $10.20 as investor sentiment was boosted by its inclusion in the S&P Global BMI Index. Companies being added to benchmark indices typically rally upon inclusion as funds tracking the indices would need to buy their shares to match the index composition, thus pushing share prices higher. CMB T ...
FuelCell Energy: AI Data Center Enthusiasm Seems Misplaced - Sell
Seeking Alpha· 2025-09-24 08:50
I am mostly a trader engaging in both long and short bets intraday and occasionally over the short- to medium term. My historical focus has been mostly on tech stocks but over the past couple of years I have also started broad coverage of the offshore drilling and supply industry as well as the shipping industry in general (tankers, containers, drybulk). In addition, I am having a close eye on the still nascent fuel cell industry.I am located in Germany and have worked quite some time as an auditor for Pric ...
Safe Bulkers: A Calmer Ship Sailing At A Discount (NYSE:SB)
Seeking Alpha· 2025-09-24 06:44
The last time I covered Safe Bulkers (NYSE: SB ) was over four years ago, in June of 2021. At the time, I argued the common could work, but I preferred pairing it with the C/D preferreds (I cover stocks that I usually own or that I like to research. I also believe in the future of Bitcoin. Follow me for intricate ideas and (hopefully) market-beating returns :) .Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such ...
Safe Bulkers: A Calmer Ship Sailing At A Discount
Seeking Alpha· 2025-09-24 06:44
The last time I covered Safe Bulkers (NYSE: SB ) was over four years ago, in June of 2021. At the time, I argued the common could work, but I preferred pairing it with the C/D preferreds (I cover stocks that I usually own or that I like to research. I also believe in the future of Bitcoin. Follow me for intricate ideas and (hopefully) market-beating returns :) .Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such ...
Micron: Strong Earnings Beat, Again
Seeking Alpha· 2025-09-23 22:15
At Cash Flow Club , we focus on businesses with strong cash generation, ideally with a wide moat and significant durability. When these companies are bought at the right time, that can be highly rewarding for us. If you are interested in joining our community, start right here !He is a contributing author for the investing group Cash Flow Club where along with Darren McCammon, they focus on company cash flows and their access to capital. Core features include: access to the leader’s personal income portfoli ...
Diana Shipping Inc. Announces Time Charter Contract for m/v Leonidas P. C. with NYK
Globenewswire· 2025-09-23 13:20
ATHENS, Greece, Sept. 23, 2025 (GLOBE NEWSWIRE) -- Diana Shipping Inc. (NYSE: DSX), (the “Company”), a global shipping company specializing in the ownership and bareboat charter-in of dry bulk vessels, today announced that through a separate wholly-owned subsidiary, it has entered into a time charter contract with Nippon Yusen Kabushiki Kaisha, Tokyo, for one of its Kamsarmax dry bulk vessels, the m/v Leonidas P. C. The gross charter rate is US$14,000, minus a 5.00% commission paid to third parties, for a p ...
Capital Clean Energy Carriers Corp. Announces Results of Annual Meeting and Board Changes
Globenewswire· 2025-09-23 13:00
ATHENS, Greece, Sept. 23, 2025 (GLOBE NEWSWIRE) -- Capital Clean Energy Carriers Corp. (the “Company,” “CCEC” or “we”) (NASDAQ: CCEC), an international owner of ocean-going vessels, today announced the results of its Annual Meeting of Shareholders, held in Piraeus, Greece on September 22nd, 2025. At that meeting: Seven directors of the Company were re-elected to serve until the 2026 Annual Meeting of Shareholders or until their successors are duly elected and qualified.Mr. Abel Rasterhoff retired from the B ...
Exxon Mobil: Attractive Valuation, Robust Fundamentals Should Fuel Upside (NYSE:XOM)
Seeking Alpha· 2025-09-23 11:34
I 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 the PH stock market. I focus on banking, telco, and retail sectors. A colleague encouraged me to engage in the stock market as part of my portfolio diversification instead of putting all my savings in banks and properties. ...