Shipping Stocks dividends 2009, Part III

Today I continue the countdown of shipping stocks that have paid dividends so far in 2009. As previously reported, there are 25 stocks on my list and I have been counting them down in groups of 5 from the lowest payout to the highest.

Here are the payors 11 through 15 on my list. The stocks are listed in this order: Company and stock symbol, dividend earned on $1000 invested on 1/1/2009 (divide by 5 to get an annualized percentage) and the share price change since the beginning of the year.

  • Nordic American Tanker NAT, $52.50, -1.7%
  • Ship Finance Ltd.SFL, $54.00, +10.8%
  • Horizon Lines, Inc. $62.92, +44.7%
  • Seaspan Corp., $64.40, -20.7%
  • TORM AS TRMD, $66.68, +4.0%

This group is almost all tankers and containers. Horizon and Seaspan are in the container business. Nordic American and TORM are primarily tanker companies and Ship Finance is tankers, containers and offshore.

TORM has a policy of a single annual dividend though they have paid out mid-year distributions on occasion.

The divergence of the Y-T-D returns for the two container companies is interesting. Horizon primarily a domestic flagged company and is dependent on the health of the U.S. economy. A leading indicator? Seaspan has a lot of ships on order, but seem to have contracts in place for them as they are delivered.

I own personal positions in NAT and SFL.

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