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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: E_K_S who wrote (48590)	7/26/2012 9:38:08 AM
From: E_K_S	Read Replies (1) \| Respond to of 78748

Trinity Industries Inc. (TRN) - pretty good report stock +18% last $26.63 Trinity Industries, Inc. Reports Strong Growth in Second Quarter of 2012 and Increases Full Year 2012 Earnings Guidance Second quarter revenue growth of 45% and net income growth of 126% over second quarter of 2011Anticipates full year 2012 earnings per common diluted share of between $2.95 and $3.10, compared to its previous full year 2012 guidance of between $2.55 and $2.70Rail Group receives orders for approximately 8,610 new railcars and reports shipments of approximately 5,245 railcars during the second quarterInland Barge Group receives orders of approximately $203 millionRailcar Leasing and Management Services Group reports operating profit from sales of railcars from the lease fleet of $15.1 million compared to $3.4 million in the same period last yearCompany repurchases approximately 1.7 million shares of its common stock during the quarter at a cost of $41.2 millionCompany ended the quarter with $294.1 million of cash and $831.8 million of available liquidity, including its committed credit facilities EKS

To: E_K_S who wrote (48590)	10/23/2012 6:14:50 PM
From: E_K_S	Read Replies (2) \| Respond to of 78748

Trinity Industries Inc. (TRN) - Closed out position original started 7/5/2012 @ $24.69 Lucas Energy, Inc. (AMEX: LEI) - Peeled off some high priced shares Abraxas Petroleum Corp. (NasdaqCM: AXAS) - peeled off some high priced shares Samson Oil & Gas Limited (SSN) - peeled off some high priced shares. Closed out my TRN position since $32.00/share is close to my conservative GN$ value. $39.00/share was the high end of the fair value range and $32.00/share is the low end of that range when TBV is used in the calculation. Several of the mid cap and large cap stocks are missing their EPS numbers and TRN did say Q3 rail car orders were off. I thought I would book the gain and revisit the stock later. I am finding other significantly undervalued EKS$ and GN$ plays so, I may move some of the proceeds into those names. Time to re balance the basket of E&P stocks selling high priced shares. I will revisit these stocks and others for new low cost shares in 31 days. EKS