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

To: E_K_S who wrote (58322)	10/31/2016 9:08:50 PM
From: William Cloutier	Read Replies (1) \| Respond to of 78817

I'm holding TRN right now but I'm looking closely at RAIL and GBX. I like the diversification of earnings sources in TRN and their cash position. What do you mean by Value Trap? The young canadian :)

To: E_K_S who wrote (58322)	10/31/2016 9:10:25 PM
From: Graham Osborn	Respond to of 78817

GBX was pummeled recently as well with a 7% drop following earnings, at which point I cut the loss (and am not sorry I did). I do look at weekly SMA200s and try to avoid strong contrary momentum, which I felt could not be excluded in this case. With patience I imagine more buying opportunities may emerge, but it might not be for a year or two.

To: E_K_S who wrote (58322)	11/10/2016 6:20:04 PM
From: E_K_S	Respond to of 78817

FreightCar America Inc. (RAIL) - closed out position @ $14.05/share and bought ARII another larger railcar manufacturer I closed out mt RAIL position for a 4% gain and put the proceeds into American Railcar Industries, Inc. (ARII) that I bought earlier this week at $38.45/share. ARII has a better undervalued GN than RAIL and pays a higher dividend. More importantly, ARII had better earnings, a good back order book and has better margins. It's still considered a small cap but 4x the size of RAIL but 5x smaller than TRN. My GN calculator provides the following valuations: ARII $47.58/share 14.51% undervalued TRN $35.36/share 33.22% undervalued RAIL $14.65/share 5.58% undervalued GBX $48.48/share 40.33% undervalued Most of these rail car company are up over 10% from the Trump election winner effect. It looks like GBX becomes a candidate buy at it leads the group for being the most undervalued. EKS