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Duc Long Hoang
@duchoang · Jun 22

Someone posted here today about how the shipping sector doesn't strike him as unnecessarily subdued... so I guess that's it. I think that speaks volumes 😏 How do you think the shipping sector is doing?

SJ
Steve James @stevejames Jun 23

I don't know where they are now, I don't move in that sector. But I do know that if they are doing well now, the cycle will soon reverse (I don't know when) and with that will come falling expectations for dividends, the main driver of these companies.

AA
Ashraf Aboudar @ashraf_dd Jun 22

Shipping is doing just fine. Shares of, say, $CCL not so much, but you can probably find good companies. I'm not very knowledgeable in this sector.

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