Looking for value plays within industries facing headwinds isn’t the easiest way to invest, but the exercise can reward richly if you’re both right and patient. Let’s set up a head-to-head comparison of two corporations that have been battered by inclement weather in the maritime shipping business: Textainer Group Holdings Limited (NYSE: TGH) and Frontline Ltd. (NYSE: FRO).
Both offer attractive investment characteristics while entailing some risk, as well. Which is the worthier vessel to add to your portfolio?