Trinity Industries is still an attractive value investment according to Hodges Capital Management’s Eric Marshall, who specialises in finding varied sources of mispriced value and revisited his Trinity Industries idea in this month’s issue of Value Investor Insight. Matthews Asia: Asia Innovators – Creating Value Via Innovation Trinity Industries: It can’t get any worse Marshall last visited Trinity Industries back on August 31, 2015, when the stock was trading around $27. At the time, he believed that the market was overreacting to both the impact of lower oil prices on the company’s business and to an adverse jury verdict. Marshall went…
Buy Trinity Industries: It Can't Get Any Worse
Sign up now and get our in-depth FREE e-books on famous investors like Klarman, Dalio, Schloss, Munger Rupert is a committed value investor and regularly writes and invests following the principles set out by Benjamin Graham. He is the editor and co-owner of Hidden Value Stocks, a quarterly investment newsletter aimed at institutional investors. Rupert owns shares in Berkshire Hathaway. Rupert holds qualifications from the Chartered Institute For Securities & Investment and the CFA Society of the UK. Rupert covers everything value investing for ValueWalk