Frontline

FRO

Market cap $8.27B

Frontline specializes in the global transportation of crude oil and refined products using a large fleet of tankers. ZIM Integrated Shipping Services focuses on container logistics and operates a flexible, asset-light fleet across major trade lanes.

Frontline plc remains a Strong Buy with a $52 price target, implying 42% upside from current levels. Q2 earnings are largely locked in, with 82% of VLCC days fixed at $181,700/day, supporting a potential 9.3% quarterly dividend yield. Spot and time charter rates remain robust post-peace framework, with structural tightness expected through 2027 despite a record orderbook.

This article is part of our monthly series where we highlight five large-cap, relatively safe, dividend-paying companies offering significant discounts to their historical norms. We go over our filtering process to select just five conservative DGI stocks from more than 7,500 companies that are traded on U.S. exchanges, including OTC networks. In addition to the primary list that yields 4.1%, we present two other groups of five DGI stocks each, from moderate to high yields of up to 8%.

I identify five growth and income stocks across diverse industries, helping investors navigate today's volatile market with greater confidence. These stocks are Quant Strong Buys with a solid combination of above-average forward growth metrics and dividend scores and an average yield of nearly 6%. Strong fundamentals, attractive valuations, and durable dividend characteristics support opportunities beyond the AI trade as market leadership continues to broaden.

Oil prices jumped about 5% on Wednesday as renewed tensions involving Iran reignited fears of supply disruptions in the Middle East. But the bigger move wasn't in crude.

When Iran attempted to impose transit tolls on ships through the Strait of Hormuz this spring, Secretary of State Marco Rubio dismissed it as illegal: “No country is allowed to charge tolls or fees on an international waterway.

The Middle East trade may be entering a new phase. Oil prices have retreated sharply this week as signs of progress in U.S.-Iran talks eased some fears of a broader regional disruption.

A Truth Social post from President Donald Trump may have handed tanker investors a new storyline.

While global crude prices have retreated beneath the critical $90 per barrel support level, the underlying shipping market is telling a different story as four major oil tanker stocks simultaneously surge into top-tier momentum zones.

Frontline CEO Lars Barstad said oil tanker traffic through the Strait of Hormuz should quickly increase if the U.S. and Iran reach a credible deal. The Gulf states are desperate to increase their oil exports and tankers are positioned close to the region to cash in on a reopening of Hormuz, the CEO said.