 Danaos Corp is one of my top picks. With nearly the entire fleet now fixed on medium- and long-term charters, the riskreward setup is the best in years. Results have been outstanding. DAC reported 11.36sh EPS for Q1-22. Excluding the significant contribution from ZIM, core EPS was approximately 6.05, exceeding our 5.50-5.60 pre-earnings estimate. 