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

To: Paul Senior who wrote (55803)	8/4/2015 3:06:45 PM
From: E_K_S	Respond to of 78679

Re: TGH - testing 2011 lows Looks like institutional selling 2.23 ADV. My next Buy is at/below $16.57/share which represents the 2008 support levels. Will do a 50% add as long as the story remains intact (utilization rate remains high, dividend coverage is good etc). Both TGH and TAL have had huge swings in value which reflects short term holders (not value investors) and appears to be sector rotation. Was looking at some other of my value holds and noticed that SNFCA (stated BV at $7.75/share) is at a 52wk high at $8.00/share and STRL @ $5.04/share as new CEO works on expanding margins (just closed above SMA(200) @ $4.89/share). STRL has earnings Monday and I am looking to see if CEO has had enough time to show expanded margins. STRL has been growing their book of business so they will update that. I show that SNFCA was first bought 9/2014 at $4.44/share and STRL at $3.30/share 2/2015. Sometime it takes time for the market to reflect full value. You need the sellers to throw in the towel,the company to report a few back to back positive earnings and then get the new buyers excited to own the company and bid the price higher. Both TGH and TAL are in "Throw in the Towel" mode and this shall pass too. EKS