Navios: Enigma of the Seven Seas
Navios certainly has ceased to be the easy selection for potential outperformers that it used to be.
This one is tough to call at the moment, and the sector is so $#@! screwed right now that there is no selection other than conservative outlier DSX that I believe represents a safe play. To offset that conservative nature, one could conceivably consider a small BALT stake for upside exposure to the BDI if things turn out somewhat better than I currently see them. That's what I've done, anyway. Long DSX and BALT.