ValueAct Picks Up More Shares of Trinity Industries Inc. (NYSE:TRN).

Jeffrey Ubben is considered by many to be a value investing “God”:

http://www.insidermonkey.com/blog/trinity-industries-inc-trn-valueact-capital-buys-more-shares-on-weakness-484328/?yptr=yahoo

You can read my take on why I think TRN is an attractive investment:

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

My Year-End Scorecard

As I consider myself to be a long-term investor, I take short-term disappointment in stride…not a few months does a successful investment make. Having said that, periodic performance reviews should be undertaken to ensure the ‘story’ that lead you to invest in the business in the first place has not materially changed (i.e. obsolescence, regime change etc.) and the businesses are still attractive for the long haul.¬† Continue reading

Updated: Where Are They Now?

Check out the updated “Where Are They Now” page to see where the stocks I like are currently trading.