Marketplace Roundtable

CEO Martyn Wade and CFO Stephen Griffiths of Grindrod Shipping (GRIN), a dry bulk shipping company focused on the small and mid-sized segments, joined J Mintzmyer's Value Investor's Edge Live on 4 March 2021 to discuss the rapidly improving market outlook and company specific plans. GRIN is significantly benefiting from surging rates and should see a very strong first half of 2021 with hopeful fol...

Constantin Baack, CEO of MPC Containers (OTCPK:MPZZF), a leading small-sized containership lessor, joined J Mintzmyer's Value Investor's Edge Live on 9 February 2021 to discuss this segment of the surging containership markets. MPCC is one of our current top picks at Value Investor's Edge, and is significantly benefiting from surging rates. Although it's not currently listed in the US markets, the...

In this special iteration of the Marketplace Roundtable, Daniel Shvartsman interviews J Mintzmyer, Head of Research at Value Investor's Edge. J reviews the current shipping market conditions and outlines the bullish thesis in the containership sector. Several top picks in the sector are reviewed along with a macro overview for 2021. Show Notes 2:30 – The different sectors of shipping 4:00 -  The c...

After 15 years as an analyst at top financial institutions, Dan Victor stepped out on his own in 2018 as an independent investor and market strategist. The result is his increasingly popular Seeking Alpha handle, BOOX Research, where he combines a data-driven, fundamentals-first approach to offer nearly daily stock and ETF ideas, as well as his Seeking Alpha Marketplace service, Conviction Dossier...

Evangelos Chatzis, CFO of Danaos Corp. (DAC), a major containership lessor, joined J Mintzmyer's Value Investor's Edge Liveon Nov. 12, 2020, to discuss the containership markets and forward free cash flow potential. Danaos was a top pick at the time at Value Investor's Edge and traded at a more than 50% discount to net asset value even as underlying market conditions were surging. We had allocated...

Paul Tivnan, CFO of Ardmore Shipping (ASC), a leading product tanker shipping company, joined J Mintzmyer's Value Investor's Edge Live on Nov. 17, 2020, to discuss the product tanker markets and forward capital allocation priorities. Ardmore trades at a nearly 50% discount to net asset value, so their repurchase program is of particular interest. This interview and discussion of the underlying pro...

The full management team of Global Ship Lease (GSL), a leading containership company, joined J Mintzmyer's Value Investor's Edge Live on Nov. 12, 2020, to discuss the containership transport markets and forward opportunities and refinancing prospects into 2021. We were joined by Executive Chairman George Youroukos, CEO Ian Weber, CFO Tassos Psaropoulos, and CCO Thomas Lister. This interview and di...

Oystein Kalleklev, CEO of Flex LNG (FLNG), a leading ultramodern LNG shipping company, joined J Mintzmyer's Value Investor's Edge Live on Nov. 24, 2020, to discuss the LNG shipping markets and forward opportunities and capital allocation priorities for Flex LNG. This interview and discussion of the underlying LNG global markets is relevant for anyone with LNG shipping or LNG export infrastructure...

Mark Kremin and Scott Gayton, CEO and CFO of Teekay LNG Partners (TGP) a leading LNG shipping company, joined J Mintzmyer's Value Investor's Edge Live on Nov. 13, 2020, to discuss the LNG shipping markets and forward opportunities and capital allocation priorities for Teekay. This interview and discussion of the underlying LNG global markets is relevant for anyone with LNG shipping or LNG export i...

Hamish Norton, President of Star Bulk Carriers (SBLK), Co-CFOs Christos Begleris and Simos Spyrou, and SBLK Head of Research Constantinos Simantiras joined J Mintzmyer's Value Investor's Edge Live on Nov. 19, 2020, to discuss the dry bulk markets and forward prospects and capital allocation priorities into 2021. Star Bulk Carriers is the largest US-listed dry bulk company with 116 vessels on the w...

Hugo De Stoop, CEO of Euronav (EURN), a leading crude tanker company, joined J Mintzmyer's Value Investor's Edge Live on Nov. 10, 2020, to discuss the crude tanker markets and forward opportunities and capital allocation priorities for Euronav. This interview and discussion is relevant for anyone with crude tanker or product tanker investments, including Ardmore Shipping (ASC), Diamond S Shipping...

Greg Zikos, CFO of Costamare (CMRE), joined J Mintzmyer's Value Investor's Edge Live on Nov. 4, 2020, to discuss the containership markets and forward opportunities and capital allocation priorities for Costamare. This interview and discussion is relevant for anyone with containership sector or box lessor investments, including Atlas Corp (ATCO), CAI Intl (CAI), Capital Partners (CPLP), Danaos Cor...

Michael Boyd, Head of Research at Energy Income Authority, joined J Mintzmyer's Value Investor's Edge Live on November 6, 2020, to discuss the post-election energy market prospects and opportunities into 2021 and beyond. This interview and discussion is relevant for anyone with interest in the broad energy sectors, including the overall SPDR Energy ETF (XLE) and income-focused funds such as the Al...

Value Investor's Edge Live returns with this latest episode focused on the liquid petroleum gas (LPG) sector of the shipping industry. Ted Young, CFO, and John Lycouris, CEO of Dorian LPG USA, discuss the LPG shipping industry, their company outlook, and capital allocation priorities. Dorian has been enjoying a strong run in rates and is in the midst of a $50M repurchase program, but the stock has...

On the latest episode of the Marketplace Roundtable Podcast, long-time contributor to Seeking Alpha, Chaim Siegel, aka Elazar Advisors, takes listeners through his unique bottom-up approach of stock picking in the tech space. Before setting out on his own and launching his Nail Tech Earnings investing service, Chaim spent years honing his craft, working directly with Steve Cohen as an analyst at S...

2020 has already seen the quickest bear market sell-off and counter-rally in history. With one of the most consequential elections in U.S. history just six weeks away and another virus wave likely this fall, volatility will remain the key investing story in 2020. So much fear and greed can make even the most seasoned investor abandon well thought out plans, leading to potentially catastrophic resu...

With his ATAC Rotation Fund (ATACX) up 58% YTD, Michael Gayed explains how he uses historically proven leading indicators of volatility to generate outsized returns. ATAC Rotation employs a tactical risk-on, risk-off strategy that alternates weekly between a mix of stock and bond ETFs based on projections of short-term volatility. When not managing ATACX, Gayed runs The Lead-Lag Report at The Seek...

We speak with Beth Kindig and Knox Ridley of Tech Insider Research about Zoom's ascent and why there's still more to come from the shift to the cloud. Learn more about your ad choices. Visit megaphone.fm/adchoices

The Stock Waves team - Lyn Alden Schwartzer, Zachary Mannes, and Garret Patten - takes us through why they think the market will be higher in the next 3-5 years, and some ideas they like even as a correction beckons. Learn more about your ad choices. Visit megaphone.fm/adchoices

Laura Starks joins us to talk about signs of life in the energy sector (1:00-26:00 minute mark), while Mark Hibben shares a note of caution for tech (26:30-57:00). Learn more about your ad choices. Visit megaphone.fm/adchoices

After 20 years working exclusively with institutional clients and trading virtually every asset class imaginable, James Kostohryz is determined to share his recipe for success with retail investors. Combining fundamental and technical analysis in surprising ways, James remains bearish on the outlook for stocks - while acknowledging that current momentum dictates a more balanced approach in the sho...

We speak with two Marketplace authors, both of whom feel the tech sector has more than achieved full value, and that a correction may be in line for the market as a whole soon. First, Michael Kramer of Mott Capital Management, author of Reading the Markets, speaks to us about the need for patience in an increasingly expensive market (1:00 minute mark-28:00). Then, Victor Dergunov points out why he...

Work from home tech plays have mostly been a software story, whether it's SaaS (software as a service) darlings like Zoom (ZM) or content plays like Netflix (NFLX). Momentum investing suggests that a stock that's going up is still a good bet, but it's hard to say that those names don't have significant valuations already. Joe Albano, author of Tech Cache, joined us to speak about the tech sector....

In our first episode this week, we speak with Ruerd Heeg, author of Global Deep Value Stocks, about the current market. He explains why he's pessimistic about the market as a whole, but also which quantitative strategies he's following to build a watch list and find interesting ideas. He shares the markets he most likes in today's climate - Poland and Hong Kong offer bargains - as well as over a d...

We talk with three Marketplace authors about the oil storage glut and whether this is a sign of end times or just a rut. Kirk Spano of Margin of Safety Investing leads off (from the 1:00 minute mark-54:30), followed by Richard Berger of Engineered Income Investing (54:45-1:22:30), and Power Hedge, author of Energy Profits In Dividends, brings us home (1:22:45-1:37:15). Learn more about your ad cho...