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…
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