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U.S. employers added just 266,000 jobs in April
Economists were expecting 1 million.
CAI International, Inc. (CAI)
NYSE - Nasdaq Real Time Price. Currency in USD
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As of 10:27AM EDT. Market open.
221 reactions on $CAI conversation
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New to container leasing, long trtn. Why would newbie want to buy $tgh or $cai when $trtn offers lower PE valuation AND pays 4% dividend? Which of the three stocks have delivered best total return for investors over the last 1, 3, 5 years, and which of the three are expected to deliver the best total return going fwd? Is best strategy own $trtn long term, swing trade $tgh and $cai?
leases are for 10 years... if they can maintain $7-$8 profit for the next 10 years... what is the share price?
Wow our p/e should be 15-18...” locked in at very low rates for multiple years. As a result of these favorable factors, we expect to continue to deliver exceptional high teen or greater ROE’s for our shareholders."
Guidance raised for next quarter... nice
10 p/e gets us to $70 a share
Love the upside and safe-bet TGH & this sector presents. Big infrastructure investments & the rising tide of post-covid economic re-opening bode especially well for $TGH $TRTN $CAI $WSC $MGRC
Very basic and unsexy, but rock solid thru foreseeable.
Any near term price targets? This feels under valued by at least 20%
4 month old article, but still useful. Says we are probably going to get an earnings beat for Q4 (and Q1). TRTN sells well above NAV, so CAI will also do so eventually.
Fantastic Q4. And the outlook for 2021 is great. We are definitely in an upcycle in container leasing and I like CAI is a leader in this sector. I'm increasing my holdings because we are underpriced at these levels.
Really pleased. I have a small holding in this. Opened it last week when I saw the report from the Port of Charleston. I have a larger stake in the big player, but the spike in this one almost makes me wish it was the other way.
Lol, making money in both. Love this industry.
Thoughts on 28.32 as entry point????? Seems like the stock is undervalued at this point given the likelihood of a STRONG q4 earnings number and the very real potential the company is acquired in 2018? I am in and plan on accumulating
Took a sizable position at 23
I think $32 is fair value. PE = 8 and equal to the book value.
I suspect the company will continue buying back shares until that price.
@optional Would be interested on your take for a fair value for CAI. My Online broker has a fair value estimate of $38.50.
TRTN sells for book value.
CAI sells for 40% of book value.
They do exactly the same thing.
CAI should pay a dividend or sell itself to TRTN at 90% of its book value ($32).
This message board has no life in it. Hopefully today’s earning report is capable of some CPR.
it makes little sense maybe a connection to the tariff being impossed on solar but it has little impact sector wide as container-shipping as a whole is concerned
Sale of 2,146 railcars for around $200 million was announced today (Feb 26, 2019). About $50 million of equity capital will be made available to invest in other assets and to buy back shares. This Company has the best capital allocation performance in its industry.
so, everybody. barron's had a bullisch peace on $trtn and i think $cai is ready to deliver strong results tomorrow. i just bought more today. CEO is buying shares in the second quarter and so do i. it trades well below tangible book, has a great cash flow and all operations are running well. container is doing great, logistics is running hot in the US at the moment, railcar leasing is doing great with oil prices back at 70 again. what can possibly go wrong?
The sound of positive drum beats continues to get louder and short interest drops another 60K. The question is, when will the short squeeze begin -- not if?
CatalystIR Jan. 28 at 9:00 AM
For what it's worth, @gurufocus included $EBIX as one of 5 companies that came up in a screen for high business predictability ratings and a wide margin of safety along with $PLUS $BIG $CAI & $IRBT
April jobs report: Payrolls rose by 266,000, sharply missing estimates, as unemployment rate increased to 6.1%
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