SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Value Investing

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Paul Senior who wrote (61413)9/23/2019 8:56:42 AM
From: E_K_S  Read Replies (2) of 78753
 
Railcar companies

Noticed TRN w/ recent sell off in the sector is 27% undervalued according to it's GN fair falue price of $26.25/share. Had GBX on the watchlist too but failed to pull the trigger at/near $21.00/share.

I see I sold 50% of my TRN 10/2018 at $32.00/share. So I now have GTC order to Buy back those shares at/below $19.00/share.

Not much exposure in this sector so for me TRN at a $2.5Bln market cap is almost 3x the size of GBX. TRN is a bit more diversified w/ their 5 Business segments.

EKS
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext