Gregory Lewis discusses his coverage of oilfield services and maritime transportation. Mr. Lewis is bullish on the crude and product tanker markets, and recently upgraded the LNG sector. He remains very cautious on dry bulk container shipping. He says that with the shale revolution in North America, the LNG sector is garnering a lot more attention from investors, and on the valuation front, the tanker market is offering good value.
Full interview HERE.
Interview Highlights: John Larkin of Stifel Nicolaus on Transportation & Logistics
August 02, 2016
Interview Highlights: Kevin Sterling of BB&T on Transportation & Logistics
August 03, 2016
Interview Highlights: Benjamin Hartford of Robert W. Baird on Transportation & Logistics
August 03, 2016
Interview Highlights: Gregory A. Gizzi of Delaware Investments on Investing Strategies
August 19, 2016
Interview Highlights: Gregory R. Lai of Affinity Investment Advisors on Investing Strategies
September 01, 2016
