Investment Ideas: Shipping, Riverstone Credit, Poland, the Philippines, and Vietnam

I reiterate two buys on income funds, plus ideas focused on Polish and Philippine ETFs

Watchlist update 1: TMI - Taylor Maritime Investments results

We’ll kick off with two updates on core buy ideas from my watchlist - both listed investment trusts with an income focus.

First off, we have TMI, Taylor Maritime. This is a shipping fund that focuses on mid-sized, handysize, bulk carriers (the other fund in this space is Tufton Oceanic). Its s…