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Costamare Makes a ‘Call’

The ocean shipping sector has been a profitable sector for a number of years now, which means the the companies in this sector are mainly pretty well off financially with cash on the balance sheets.

Costamare Inc (CMRE) which has been mainly a containship owner, but more recently investing in the Dry Bulk segment announced a full redemption of their 8.75% perpetual preferred (CMRE-E) on Friday after markets closed. Holders will take about a 4% hit on their shares come Monday as accrued dividends on the issue will be about 56 cents–shares closed at $26.66. Folks paying attention should have seen this possibility and been out of this one.

Costamare (CMRE) has 3 other high yield issues outstanding all of which are redeemable at this time.

For Those That Missed It

Late Friday utility NiSource announced a call of their 6.50% perpetual fixed-rate reset preferred (NI-B) for 3/15/2024, which is the first date it is callable.

The press release is here.

NI-B is one of my larger holdings so am sad to see it go, but it is not a big surprise. I may sell before 3/15/2024 or may just hold through the call – we are talking pennies differences.