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


To: Ditchdigger who wrote (54028)6/11/2014 9:40:47 AM
From: E_K_S  Read Replies (1) | Respond to of 78640
 
Yes I have that in the IRA and was looking at other similar companies (container transportation). What surprised me is how the capital gain component has increased as I have a gain of at least 30% on my buys. I have been looking at RAIL, TGH, CAP and TRN. If you can make a value argument for any of them please do.

TGH pays the highest dividend at 4.75% and a 11.6 PE. All are at/near 52wk highs. The one consideration you need to watch (and be comfortable with) is the amount of debt they have. So far, no blow ups and some use less leverage but I still like the sector (especially RAIL and their land based rail component).

EKS