I wanted to get a play in this last month for the ira. Did quite a bit of DD. 3 big players... TRTN, CAI, TGH. Ended up going with Triton at $24 and change. Yield is 4.35%, PE is right. I figured it might catch up with that yield. Not too many fleas. No plans to hold it very long though. CX wants $9 bad now that we're gone.
"Suez tampon that caused a shockwave" lol. What was that tampon back in the day that caused toxic shock syndrome? Or was that a diaphram?
Most of the carriers are traded on overseas exchanges so I could not get direct ownership end of last year. The ADR's here got so expensive so fast was not worth it (AP Moller is like $350/share ADR).
I did buy a holding company that leases out and oeprates container ships (ATCO) and that jumped. Oil is still udnervalued in my humble opinion and holding all oil and energy stocks.
CX will hit $10 without us haha