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Strategies & Market Trends : Value Investing

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To: Graham Osborn who wrote (56935)	2/19/2016 1:07:00 PM
From: E_K_S	Read Replies (1) of 78778

Rail cars still need to get replaced and if earnings just stay in current range, forward PE is only 5. Agree w/ you on possible U.S. slowdown but law suite I still think liability way over stated. Looking over the past 10 years, $6.50/share-$12.00'share were/was trading zone so I may start to nibble at/below $12.00/share. Still one to watch but no urgency to Buy yet. Would this be one Buffet my buy if it got cheap enough to complement his railroad operation? Market cap $2.4Bln and maybe some of the non-core operations could be sold. I like markets that give you bargain prices but you need to stay disciplined in your valuation so you do not get sucked into a value trap. FWIW CLMT on my Buy list as this is getting sold off for their losing refinery division (I think it's a problem management and JV partner MDU can resolve). Will buy more shares at/near BV. Big difference between BV and tangible BV so need to see why first. EKS

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