A Street (Rail) Car Named Desire (Trinity Industries)

Some of the most ‘un-sexy’ and ‘boring’ industries / companies can actually be good for your portfolio. I came across Trinity Industries (NYSE: TRN) while I was looking into the railroad industry.  Continue reading

The Week That Was

WTW10242015

Last week was a good week for equity investors as each of the indices ended higher. Germany’s DAX was last week’s top performer with a gain of 6.8% followed by France’s CAC 40 at +4.7%. The French CAC 40 continues to lead on a YTD basis. China’s recent rate cut and musings about further European QE could see further gains next week.

Updated “Where Are They Now” Page

I just updated the “Where Are They Now Page”…4 of the 6 stocks I favorably mentioned are up (CHD is trailing CLX at the moment), with GBL climbing the most and GPC lagging. Despite my posting of weekly numbers I still take the long-view…its just nice to see how they are doing 🙂

What do you think?

Kicking The Tires On A New Car…And On A New Investment.

If you have ever test-driven a new or used car in the U.S., U.K, or Germany…chances are  good that the car was from a dealership operated by Penske Automotive Group, Inc. (NYSE: PAG), a Fortune 500 company with more than 300 franchises covering 40 different vehicle brands. Lets see if that glorious “new car” smell extends to PAG as a long-term investment shall we: Continue reading

The Week That Was

WTW10092015

Each of the indices recorded strong gains last week as bargain hunters swept the market and concerns over a FED rate rise this year seemed increasingly unlikely.

Glencore continued its recovery this week, closing up an astonishing 36% which would seem to indicate overly bearish sentiment fading away (no doubt the Company’s decision to cut zinc production also played a part in the rally).

The French CAC-40 is the year’s top performer with an amazing +10% return followed by Japan’s NIkkei 225 (+5.66%) and  London’s FTSE 100 (+2.97%) .