ValueArtifex
Value, growth at reasonable price, small-cap, long-term horizon

CAI International: A Well-Positioned Company In The Container Leasing Sector

One of These Companies is Not Like the Other...

One sector that I have been very interested in over the past several years has been capital goods leasing. Leasing in my mind is a very attractive proposition given the low rate environment that pervades the marketplace. Sometimes, the cheapest thing in the market is money itself and the companies that are able to take advantage of it are often situated to enjoy significant profits.

This is why I believe that the container leasing sector is an inherently attractive value proposition. While the sector enjoyed considerable popularity during the early part of 2013, it has since cooled off - combine that with the potential for market volatility in the second half...

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