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Strategies & Market Trends : Value Investing

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To: E_K_S who wrote (55252)	4/27/2015 2:04:33 PM
From: Mattyice	Read Replies (1) of 78744

I am not sure if I am missing something here - but the stock is down 20% in the last few days. This from the WSJ - Declining output from shale-oil fields cut demand for key types of railroad cars, new data shows, the latest sign of the fallout from lower oil prices. “We’re hearing that the small cube cars are being parked,” said Eric Starks, president of logistics consulting firm FTR Associates. “It’s purely because of the price of oil.” Contra from Trinity VP - “We see a broadening demand for our railcars,” Stephen Menzies,vice president in charge Trinity’s railcar business, said during a call with analysts. “We have received a fair number of tank car orders beyond those serving the crude-oil markets.” Trinity’s first-quarter results easily topped expectations and the company raised its profit guidance for the year. Nevertheless, investors Friday dumped its shares, driving the stock down 14% to $28.70 ------ They have shown the ability to increase book value/owners earnings and earn decent returns on invested capital in a capital intensive business - but the other side of me is this has been built on the backs of a debt fueled oil boom - definitely on the fence here.

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