wadegarret Friday, 01/12/18 03:17:50 PM Re: None 0 Post # of 51103 TRTN & TMO up 9% YTD & AXAS & CAI up 5% Great performance for these YTD. I hated TRTN & CAI, and felt something was wrong with the sector for months. Thing is, although CAI broke all my technical supports, I noted TRTN didn't. It in fact exactly touched it's fibonaci 60% retracement of recent gains when it got to $36.40 a few weeks ago, and rebounded off it. That's why I re entered TRTN in around $39, once I felt the sector appeared to be on the mend. So far looks good. CAI has lagged, but is up about 5% YTD. Assuming TRTN & CAI even come close to the analyst targets for 2018 of 40%+ EPS growth, both are cheap here. I much prefer TRTN, as it's the largest company in the sector, pays a hefty 4.6% dividend, and still has nice upside. $50 target short term on TRTN. TMO is a great story, and being a sector of laboratory services and medical supplies, it's always needed. I think TMO is a multi year story, and will likely continue to do well. Growth of 14% expected in 2018 is strong for the sector with a 19 PE going forward. My target is $250 short term. AXAS is a solid company with good management. It never got into any major trouble, even when oil was $25. I like this one to receive a 10 PE going forward at least. Target $3.00-$3.25 short term, assuming oil stays over $60.