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

To: Paul Senior who wrote (51424)	4/25/2013 12:59:42 PM
From: E_K_S	Read Replies (2) \| Respond to of 78530

Re: Shipping container sector CAI International Inc. (NYSE: CAP) TAL International Group, Inc. (NYSE: TAL) Textainer Group Holdings Limited (NYSE: TGH) The whole sector is off today, so I am w/ you that there may be a buying opportunity w/ today's sell off. It's funny you mentioned CAP as I too was alerted to this sector but like TAL. Still no rush to buy but I placed a GTC order in to start a position in TAL to complement my TGH shares. I like everything about TAL except their debt load. TGH has much less debt. GN value for TAL shows that the stock is about 8% undervalued while the GN value for TGH shows that it is about 5% undervalued. Note: When I bought my TGH shares in late Dec 2012, TGH was 29% undervalued according to it's GN calculation. If a dividend is important, TGH yields around 4% and TAL yields around 6%. I sold my CAP and swapped it for TGH shares because it paid no dividend. EKS P.S. Check out GLW as they raised their dividend and continue to invest in their Diesel catalytic converter technology. Missed upping my shares when it was trading in the $12.00/share range last week.