jksky

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Wed Oct 24th 22:19 PM | Rating: 0 0
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Keep An Eye On FreightCar America

You bring up some interesting points that are very valid for a deep value investor. I just looked at the ownership and I see that SAC has a 660K stock position as of the end of 2Q and I even see that K Fine on Fast Money is investigating.

I can see many points for a deep value investor to own, there are also significant factors that can prolong the bottom of the cycle. Primarily related to supply/demand balance for coal cars. Longer term the coal fired plants that were originally planned to be brought on line have been delayed/cancelled (ie TXU). Railroads are (particularly the western railroads) are now parking excess cars that they have. They had to buy more in the last cycle because of operational bottlenecks in there systems that are now being eliminated. This reduces the demand for new cars. And when demand picks up, they can just pull out of storage.

I was actually thinking of buying some puts before the earnings announcement. Just for a trade.

However they are keeping their costs under control and attrition of old cars should keep a trickle of new orders plus the jv in India should keep them in business until the next cycle arrives.
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Sat Sep 29th 16:52 PM | Rating: 0 0
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Dry Bulk Shipping Valuations Approach “Bubble” Proportions

So how's that short position coming along???
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