グローバル・シップ・リースに関するコメント

Gapping up
In reaction to earnings/guidance:
• $オートゾーン(AZO.US)$ +2.7%,$ジェイコブズ・ソリューション(J.US)$ +0.9% (reaffirms Q4 EPS and adjusted EBITDA guidance)
Other news:
• $パープル・イノベーション(PRPL.US)$ +32.6% (confirms it received an unsolicited, non-binding proposal from Coliseum Capital Management to acquire all of the outstanding capital stock of Purple for $4.35 per share)
• $KnowBe4(KNBE.US)$ +24.9% (received a non-binding proposal f...

$グローバル・シップ・リース(GSL.US)$ I am in for this hopefully I get it right

$ジム・インテグレーテッド・シッピング・サービシズ(ZIM.US)$$グローバル・シップ・リース(GSL.US)$$ダナオス(DAC.US)$ Personally, I absolutely loaded the crap out of my portfolio on ZIM, DAC, and GSL with the massive sell off, and even sold positions like Disney to do so. I may get bitten in the ass but the fundamentals to me are as solid as they can possibly be. But I won't lie, the volatility is a little bit nauseating especially on days like today.
Hope this helps. Feel free to comment if you have more questions.

$ジム・インテグレーテッド・シッピング・サービシズ(ZIM.US)$$ダナオス(DAC.US)$$グローバル・シップ・リース(GSL.US)$ I can't comment much on land transportation stocks, but the fundamentals for containership companies (especially ZIM, DAC, and GSL) ate absolutely rock solid and support incredible profit and cashflow well into 2022 as high rates are expected to persist well into 2022. They are valued ridiculously cheap, with their P/E ratios between 1.3 to 3!! I am not as well familiar with the dry bulk sector but they are also similarly priced extremely cheap. The market mispricing, at least to me, represents an excellent buying opportunity especially ahead of earnings in November. As an aside, some of these companies are expected to give special dividends in excess of 30% in 2022.