The stock market is in a bit of a churning pattern of late. Global macro forces, such as a strong dollar and weak oil, are causing gyrations in the market and analysts to question which sectors or companies will benefit or get hurt. One group that has been a beneficiary, and should continue to do well, is the crude oil tanker companies. Within that group, Navios Maritime Acquisition Corporation (NYSE:NNA) and Tsakos Energy Navigation Limited (TNP) are my top picks. NNA in particular appears to have significant momentum based on their recent earnings report. On February 11th, NNA reported earnings for the 4th quarter and full year 2014. They also discussed the earnings on a conference call shortly thereafter. The takeaway from their earnings and associated commentary is threefold: 1. Crude shipping fundamentals are very strong. 2. Navios is a strong, well positioned operator. 3. The company is generating significant free cash flow, a lot of which is returned to investors via dividends and share repurchases. All of this could drive NNA stock up 30% or more this year. Read more