Speculating in Takeover Targets Message Board

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Strategies & Market Trends : Speculating in Takeover Targets

ULBI 5.880

-4.9%

Jan 9 9:30 AM EST

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To: richardred who wrote (5681)	12/2/2019 1:25:45 PM
From: E_K_S	of 7256

looks like ECA will test recent lows at/near $3.81/share . . will then be a double bottom last $3.90/share -1% WTI holding day's gains as ECA sells off. Have stock alert set at $3.71/share and may look at another Buy but still not too positive on the entire sector. ------------------------------------------------- TGH is one w/ a back story that is interesting w/ JV partner exiting their ownership interests in the company. Not exactly sure what management's long term plan is (ie shareholder's interest) but close to lows. Last Buys at $7.40/share on 10/2016 and 8/2019. At a 1% portfolio position so would most likely make another Buy at/near $7.40/share if it tests that price again. Last $8.60/share -5.7%. Company has greater BV and less debt than in 2016. I also own TRTN @ $37.35/share near all time high from 2017. 5.5% div yield too. Both in similar business, container shipping//logistics. May/could see merger. Market Cap for TRTN at $2.7Bln vs TGH at $0.5 Bln. Would make a great addition to TRTN. EKS

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