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...

Join Seeking Alpha PRO to read this archived article and 11,574 other archived articles
WITH SEEKING ALPHA PRO, INVESTORS CAN ALSO:
  • Access Top Ideas, chosen by Seeking Alpha’s editors
  • Filter long and short ideas by market cap and sector
  • Get Coverage of over 5,000 stocks, many of which have little or no coverage elsewhere
"In just the first month of using PRO, I used it to generate two ideas which were actionable for me. As a result of these two positions, I have earned more than 20 times the annual subscription costs for PRO." Michael Yagemann, Greenbridge Capital
"I am pleasantly surprised with the scope of small and mid-cap coverage PRO offers. You can't find that any where else." Patrick Rice, Mainstay Capital Management
100% Satisfaction Guaranteed
Money back guarantee. Seeking Alpha PRO members receive a no-questions-asked refund for membership on months paid and not used. Details