06/20
Quiet week for me, one trade - snagged more DHT. Under $18 is a good price. Meanwhile, FRO has powered to a new 52-week high. Until I read the CEO’s comments, I had been unaware that FRO had 5 vessels in the MEG. I am guessing a couple might have made it out during the ceasefire. Will be interesting to see what happens with rates near term, especially for MEG routes.
Tech names, some of them just keep powering higher. Unfortunately, it includes names with zero (VSH) or small (MRVL) stakes. Even INTC has rebounded. But, at least I have my NBIS, QCOM, MAAS, AMAT (among others) participating in the move higher.
06/27
No trading in the self managed port this week. The port definitely took a dip this week. But, there had been a small bounce for some names before many retreated (COHR, MAAS, QCOM, INSW, FRO). On a slightly positive note, the dividends from the two tanker names were formally paid this week. INSW had a significant payout for Q1 2026. Based on what the INSW had completed Q2-2026-to-date, I expect at least a similar payout in Q2 2026.
06/30
Some trades to close out Q2 2026. Clean-up of some smaller stakes in taxable ac.
- Closed out HAFN
- Closed out NEGG
- Closed out CORZ for nice gain
- Roth ac added to TRMD
- Roth ac added to INSW