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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (57737)	8/9/2016 11:04:15 AM
From: E_K_S	of 78715

I have on my Buy list but at/below $9.00/share. They took a one time charge for containers taken out of service and scrapped. Also they cut their dividend. It was nice to see revenues higher (probably from their management services for client owned containers). What is interesting is the port of Oakland has seen the highest activity last two months from exports due to weaker dollar. I wonder if the industry may have bottomed or is just so $US sensitive that you get order surges if/when $US falls. -------------------------------------------- FWIW, I picked up more SNFCA (earnings next week) and selling significantly below stated BV of $8.20/share. I think they beat estimates but still need value buyers to move this small cap stock higher. Also, added to CCC at $13.07 as earnings missed but forward estimates still look promising (as they integrate their recent EU acquisition). I like the sector long term and continue to Buy and bring my avg cost lower. EKS

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