GLOG
Not enough space here to tell you how the transportation of natural gas is the sweet spot in energy. GLOG is rated a strong buy (1.6) by analyst. They have been on a tear acquiring LNG ships. LNG is cleaner than coal but takes specialized ships to transport. LNG is in the wrong locations. We have too much. Asia and Europe don't have enough. Our prices are based on Henry Hub, everyone else's LNG is based on crude. LNG is also a national security interest for a number of east European countries that get their natural gas from Russia. Russia likes to turn the spigot to get its way. GLOG ships are under contract the minute they are launched and never stop steaming. It's the gift that keeps on giving. I'm long GLOG. My personal research. Not based on any broker or guys like Cramer.
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