To: Paul Senior who wrote (55777 ) 7/30/2015 2:01:04 PM From: E_K_S Read Replies (1) | Respond to of 78715 Textainer Group Holdings Limited (TGH) - 40% addTAL International Group, Inc. (TAL) - 50% add I own both at higher levels and added a few more today; TAL @ $23.11/share & TGH $23.12/share. The stories on building their LNG fleets are encouraging. Their legacy container storage is slumping due to fewer China exports (specifically to the U.S.). Both companies have/are investing into LNG container fleets that will be leased to 3rd parties. This new book of business should support their revenue growth. The Grahm Number valuations are over 25% based on the current market price of TAL ($24.00/share) vs $31.30 GN and TGH ($23.00/share) vs $29.02 GN so further downside risk is low. Both companies cover their dividend payment now yielding 7% - 10%. TAL Doubles-Up – Again In addition to new orders of a thousand 25,000 litre capacity standard ISO tanks and a further seventy 21,000 litre units, TAL International, one of the world’s premier container leasing companies, have taken delivery of sixty 35,000 litre swap-bodies, effectively doubling its tank container fleet. The addition of nearly 3,000 units represents a growth of the TAL fleet in 2011 of 100% for the second successive year. TAL remains optimistic that the market will support a similar number of new build activity in 2012. Expansion in tank container leasing market for duo Textainer Group Holdings Limited and Trifleet Leasing (The Netherlands) B.V. signed an agreement under which Textainer will invest in new intermodal tank containers to be managed by Trifleet, marking Textainer’s entry into the tank container market. My portfolio position is only 2% counting both companies. I would eventually like to build this up to a 5% size. Will add more shares as the dividend yield rises over 10.5%. EKS