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?
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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.
Shipping is doing just fine. Shares of, say, $CCL-5.3% not so much, but you can probably find good companies. I'm not very knowledgeable in this sector.