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

To: Paul Senior who wrote (61413)	10/22/2018 4:06:16 PM
From: E_K_S	Read Replies (1) \| Respond to of 78748

I sold 50% of TRN last week and still have GBX on my value Buy watch list. I also like the railroad sector but no value Buys there. UNP below $100.00/share is around my Buy target SMA(200) at $110.00 so maybe a stiff correction may/could provide me w/ a small Buy. What is interesting a Carl Ichan was one of the reasons I started looking at RAIL. He got a 5 bagger w/ this merger agreement. Very difficult w/ the size he Buys. FWIW, he is also deep into NWL, so I continue to hold that as a value bargain. So far a value trap based on my recent Buy points. EKS

To: Paul Senior who wrote (61413)	5/20/2019 11:25:31 AM
From: E_K_S	Read Replies (1) \| Respond to of 78748

TRN is the only Railcar manufacturer I own. I have GBX on my watchlist and it may be getting close to value territory. GBX selling at 0.7x BV; 11 PE but industry at cyclical low. 2019 EPS estimate at $3.62/share. GN value for GBX is $59.00/share or 63% undervalued Trinity Industries to build railcar maintenance facility May 20, 2019 11:09 AM ET Trinity Industries ( TRN -1%) says wholly-owned subsidiary TrinityRail Maintenance Services has agreed to purchase 230 acres in Shell Rock, Iowa for the construction of a new railcar maintenance services facility. Upon completion, the new facility is expected to provide a full range of railcar services, including repairs and maintenance, coatings, cleaning, inspections, and testing. The site's co-location with the Iowa Northern Railroad and optimal access to the Class-1 railroad network, including strategic access to the upper Midwest, were significant factors in Trinity's decision to build a new railcar maintenance facility in Shell Rock. Trinity sees the new facility enhancing customer service levels by increasing captive maintenance solutions Source: Press Release

To: Paul Senior who wrote (61413)	9/23/2019 8:56:42 AM
From: E_K_S	Read Replies (2) \| Respond to of 78748

Railcar companies Noticed TRN w/ recent sell off in the sector is 27% undervalued according to it's GN fair falue price of $26.25/share. Had GBX on the watchlist too but failed to pull the trigger at/near $21.00/share. I see I sold 50% of my TRN 10/2018 at $32.00/share. So I now have GTC order to Buy back those shares at/below $19.00/share. Not much exposure in this sector so for me TRN at a $2.5Bln market cap is almost 3x the size of GBX. TRN is a bit more diversified w/ their 5 Business segments. EKS