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CAI International Inc. Message Board

hokieincanecountry 29 posts  |  Last Activity: Jul 28, 2015 9:52 AM Member since: Jul 21, 1999
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  • hokieincanecountry by hokieincanecountry Jul 28, 2015 9:52 AM Flag

    CAP should report after the market closes today. I believe that it might be tough to make or beat the consensus of $0.68 per share. CAP is now at a 52-wk low. TAL has also broken down. The China economy must be a major factor in the pessimistic outlook.

    Sentiment: Buy

  • Reply to

    Rights Offering

    by blueskiesforme1 Jul 22, 2015 3:58 PM
    hokieincanecountry hokieincanecountry Jul 22, 2015 5:17 PM Flag

    blu... You mean the Rights Agreement. There is no rights offering.

    Sentiment: Buy

  • Reply to

    BH

    by blueskiesforme1 Jul 16, 2015 4:20 PM
    hokieincanecountry hokieincanecountry Jul 18, 2015 7:43 AM Flag

    net... I agree that the pop was due to the large contract with AAL. However, the PR said that this was the fourth operator in North America buying this deicer unit, but none of the other three has been disclosed. So, there could be other smaller orders yet to come, although the Global production capacity may be already loaded for several months. This must be a "very competitive" deicer unit, if AAL committed to their order for 78 units.

    Swenson does operate his investment management businesses for the profit of his investors, partners, and himself. However, I believe that his arrangement with AIRT is also substantially benefiting the Company's investors compared to the performance of the prior CEO. Compare Swenson's compensation package ($50K in annual salary with no benefits, stock options, incentive bonuses, etc.) to that of Walter Clark. You may say that Swenson has a part time job" at AIRT, but I would argue that Clark performed poorly as if it were a "part time job."

    Look at how Sardar Biglari manages BH for his personal benefit (check out the name license agreement for the Steak and Shake business). In the dictionary next to the word "greedy" there is a line drawing of SB.

    Sentiment: Buy

  • Reply to

    Good Press?

    by hokieincanecountry Jul 13, 2015 7:50 AM
    hokieincanecountry hokieincanecountry Jul 14, 2015 6:13 AM Flag

    iq... Exactly! Besides skilled labor, just about everything will be less costly in Ireland (as compared to LA), including taxes, business services, office space, etc. There could be some increase in the Company's total headcount, as the business is growing.

    We should get Q2 transactions soon, perhaps one day this week.

    Sentiment: Buy

  • hokieincanecountry by hokieincanecountry Jul 13, 2015 9:46 AM Flag

    BDL should release its 10-Q around August 11. For the fiscal Q3, I am expecting EPS of about $0.56 vs. $0.46 last year, or an increase of about 22%.

    Sentiment: Buy

  • hokieincanecountry by hokieincanecountry Jul 13, 2015 7:50 AM Flag

    With great fanfare, AER announced delivery of its first A350 as well as the addition of 100 highly-paid jobs (by Ireland standards) in Dublin and Shannon.

    I wonder if these new jobs in Ireland are merely replacements for highly-paid jobs (by USA standards) of former ILFC people in the Los Angeles Basin.

    Sentiment: Buy

  • hokieincanecountry by hokieincanecountry Jul 10, 2015 10:49 AM Flag

    See Form 4. AIRT bought 1,006 shares on July 8 at under $2.60 per share.

    Dall gone!! This could be good news.

    Sentiment: Buy

  • hokieincanecountry by hokieincanecountry Jul 9, 2015 6:00 PM Flag

    The subject article demonstrates a sophomoric understanding of the aircraft leasing industry.

    Sentiment: Buy

  • Reply to

    nice contract

    by netprophecy2 Jun 30, 2015 9:32 PM
    hokieincanecountry hokieincanecountry Jul 8, 2015 4:00 PM Flag

    net... That American Airlines order was for 78 units. The local rag dug out this detail.

    Sentiment: Buy

  • Reply to

    New Direction

    by ksrosary Jul 2, 2015 4:21 PM
    hokieincanecountry hokieincanecountry Jul 6, 2015 6:27 AM Flag

    It certainly is a new direction!!

    I recall that the management most recently indicated that 2015 would produce around a 25% increase in revenues with only a modest increase in costs producing around an 80% increase is earnings; and there were indications that the substantial cash flow would be used to reduce debt and even consider share buy-backs.

    Now we see new debt (with an 8% interest rate and warrants issues) and added staff. Does this mean that growth will be much higher than previously indicated? No, revenues are now indicated at no more than as previously projected.

    Sentiment: Hold

  • Reply to

    Interesting week

    by albi1198 Jul 1, 2015 10:59 AM
    hokieincanecountry hokieincanecountry Jul 1, 2015 6:00 PM Flag

    al... Unless you buy shares "for immediate delivery" then you had to buy today, because "normal trading" requires three business days for settlement and delivery--Thursday, July 2; Monday, July 6; and Tuesday, July 7. The die is cast!!!

    I don't expect Biglari to try to eliminate the "poison pill." at the August annual shareholders meeting.

    Great contract with American Airlines. There is a big need for de-icing. Last winter was very cold on the East Coast. Ain't Global Warming great?

    Do you realize that AIRT traded at a new 52-wk high of $28 today?

    Sentiment: Buy

  • Reply to

    nice contract

    by netprophecy2 Jun 30, 2015 9:32 PM
    hokieincanecountry hokieincanecountry Jul 1, 2015 3:19 PM Flag

    net... Regarding your comment about "green vehicles," I believe that the total hours of operation of a typical deicer vehicle is so limited on an annual basis, that cost savings from better fuel efficiency would not be material. It's not like over-the-road 18-wheelers that log eight or more hours per day.

    Sentiment: Buy

  • Reply to

    nice contract

    by netprophecy2 Jun 30, 2015 9:32 PM
    hokieincanecountry hokieincanecountry Jul 1, 2015 9:18 AM Flag

    net... I think you divided the approximate contract value by the model number. The "Global Ultimate 2200" is the product model. I guess the 2200 means that this unit is so modern, it will still be in use in the year 2200.

    Sentiment: Buy

  • Reply to

    nice contract

    by netprophecy2 Jun 30, 2015 9:32 PM
    hokieincanecountry hokieincanecountry Jul 1, 2015 7:39 AM Flag

    net... I like the way you got "ice" into your message headline.

    Where do you get "14 grand?" These units must be much more than that. The savings in fluid during operation is where the return on investment comes from.

    I did not know that this is the fourth major airline in North America to order this model. Who are the other three?

    This is all good!!

    Sentiment: Buy

  • Reply to

    Federal Express agreement 8k

    by blueskiesforme1 Jun 1, 2015 10:20 AM
    hokieincanecountry hokieincanecountry Jun 8, 2015 7:23 AM Flag

    net... Do you think that the previous CEO (Walter Clark) performed as a "full-time" employee? Swenson (beyond the $50K salary) gets no benefits, no bonus, no options other than those provided to directors. He has a lot of skin in the game. The current Executive VP has a program leading to his retirement. The prior CFO is replaced. The King Air is gone (Walter Clark had previously objected claiming that the corporate aircraft was needed to assure their main customer that a critical spare part could be quickly moved to where needed. Do you think that Clark realized what function his largest customer performs?). The FedEx contract is renewed with the labor charge rate increased for the first time since 2008. Costs of operation at AIRT are being reduced.

    Sentiment: Buy

  • Reply to

    AER Pays $47.77 Per Share

    by hokieincanecountry Jun 4, 2015 7:29 AM
    hokieincanecountry hokieincanecountry Jun 4, 2015 8:22 AM Flag

    Last trade at $49.74 in the pre-market this morning. I feel confident that the underwriters will exercise in full their overallotment option to wipe AIG clean!!

    Sentiment: Buy

  • hokieincanecountry by hokieincanecountry Jun 4, 2015 7:29 AM Flag

    The price to AER for the approximately 15.7 million shares is probably the price per share that AIG is getting from the underwriters after the underwriters' discount!! A great deal for AER to get AIG completely out of share ownership!! The decision to go "all the way" probably indicates strong demand by the market. This is all good for AER!!

    Sentiment: Buy

  • Reply to

    Fudging accounting to prop up EPS

    by heisenberg_blue Jun 3, 2015 9:23 AM
    hokieincanecountry hokieincanecountry Jun 3, 2015 10:14 AM Flag

    blu... That on-line accounting course that you took was not worth what you paid in tuition. Where is "Not Here University" anyway?

    The imputed interest rate that is applied must be in the range of what debt currently on the books is carrying; otherwise, the outside auditors will not sign off on the RICK financials. Using a "40% (or whatever)" interest rate will not gain an approval from the outside auditors.

    Sentiment: Buy

  • Reply to

    sfvip and others- relax. What the deal means:

    by valubyer Jun 3, 2015 12:27 AM
    hokieincanecountry hokieincanecountry Jun 3, 2015 9:05 AM Flag

    val... I believe that one thing that has held back this stock is the HPT relationship. I guess we can all hope that the "committee of independent directors" truly is "independent."

    Sentiment: Hold

  • hokieincanecountry by hokieincanecountry May 30, 2015 5:32 PM Flag

    Non-recurring dividend of $0.15 per share was a surprise.

    Sentiment: Buy

CAP
16.01-0.55(-3.32%)4:02 PMEDT