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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (58396)11/9/2016 11:36:31 AM
From: E_K_S  Read Replies (1) of 78753
 
American Railcar Industries, Inc. (ARII) - started small position @ $38.45/share

Was looking for some type of industrial stocks that may/could benefit from the Trump victory. I decided to start a position in ARII. It is selling 27% below it's GN value of $4768/share. Pays a 4.5% dividend and could see their order book grow benefiting from new domestic infrastructure growth (new rail cars for hauling aggregate, rail cars to move domestic autos and other manufactured goods).

Still evaluating my list of Buy candidates that will benefit from a Trump government. Steel stock were up double digit anticipating favored tariff environment, other infrastructure on watch list; CBI, and even looking at oil service stocks since Trump wants to promote domestic oil development and production (GE w/ new acquisition).

Any change/legislation will take time but both house and senate seats are Rep so s/d get passed.

EKS
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