Replies to post #59387 on Savvy Trades and Investments

[wadegarret]

Cliff- CAI, be careful IMO

I mean I played TRTN with PEs of 6 & 7 when they kept beating estimates and raising guidance. I overall lost. PEs have gone down to the mid single digits on CAI and TRTN. Lower for CAI, but still I don't like either one, as I think the cycle is still slowing(reminds be of MU in a different sector). Also with worldwide growth slowing, that is definitely going to be a weak sector IMO.

[researcher59]

CAI +1.11 to 23.49, continuing to rally on the railcar sale and prospects for an end to the China trade war - I'm averaged into a very small position at 21.87, but wish I had been buying much more aggressively after that overdone earnings selloff .....