U.S. Equity Strategy: Upgrading Communications To Overweight; Financials Breaking Above 2007 Highs
Ongoing market dynamics continue to support our overall bullish outlook. Continue to buy dips. In today’s report we highlight attractive Groups and...
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Star Bulk (NASDAQ:SBLK): Higher Risk, Higher Upside – Time to Bottom Fish?
Star Bulk dented shareholders’ wealth by over 34% YTD (as of 10 March 2020). Like many of its cape-dominated peers, the company has high exposure...
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U.S. Equity Strategy: Semiconductors, Transportation Improving
The S&P 500 continues to move higher on narrow leadership, which is not inspiring a bullish outlook. Currently leading the S&P 500 higher...
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Star Bulk Carriers (NasdaqGS:SBLK): Fleet Expansion to Yield Returns in 2019
Star Bulk recently declared its 4Q18 results and reported a net profit of USD 12.3m in 4Q18 and USD 59m for full-year 2018. The quarterly profit...
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Dry Bulk Shipping Outlook 2019: Global Slowdown Casts Shadow on Long Held Recovery Narrative
Five of the dry bulk shipping stocks under our coverage delivered a negative return of 24.4% in 2018, owing to uncertainty in the global markets....
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