Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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 -- Ignore unavailable to you. Want to Upgrade?

To: Grommit who wrote (55251)	4/26/2015 11:03:16 AM
From: E_K_S	Read Replies (2) \| Respond to of 78740

Re: Trinity Industries Inc. (TRN) My basic premise (which could be wrong) was/is that the suit has little to no merit and the total liability is small (and covered by insurance if there was no fraud). I started a 1/3 position seeing this as a possible buying opportunity while the rest of the market views this as a reason to sell. I have owned the company in the past and have this one in my Graham No. valuation watch list. My original Buy target price was $25.00/share, I thought based on their earnings reports that the current price was a bargain selling at 6.5 forward PE. My Graham Number Calculator shows this to be selling at a 50.89% discount to it's fair value. I will continue to monitor and may add if/when it sells off to $25.00/share. I would like to see a higher dividend. EKS