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Strategies & Market Trends : Roger's 1998 Short Picks
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To: Roger A. Babb who wrote (9680)6/5/1998 1:49:00 PM
From: Allan F  Read Replies (3) of 18691
 
RE MINI

Quick look(5 min) at the SEC filings shows they are debt heavy with large fixed capital costs. They buy used shipping containers, and then lease them out. Seems their occupancy rates are falling, and their debt ratio is climbing. I would say the Asian contagion may be having an effect on their ability lease. As with all rental businesses occupancy rate is the key, when that goes its game over.

Comments?
-Allan

Funny, I couldn't find any PR's explaining why the stock shot up in Jan, Mar, or Apr?
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