|Day Low/High||1.26 / 1.31|
|52 Wk Low/High||0.73 / 5.98|
Just two months after its creation, the portfolio handily is beating the Russell 2000 Index and Russell Microcap Index.
The list is dominated by retailers, of which there are four; that's unfortunate, given the pressure that sector is facing these days.
FreightCar America, Fitbit and Kulicke and Soffa turned in solid days yesterday, though the latter was bouncing back from a weak Wednesday.
Benchmark Electronics, FreightCar America, Kulicke & Soffa and AVX Corporation are on my radar as potential targets.
There are only a handful of names in my net/net cupboard, and one I wouldn't touch with a 10-foot pole.
This screen looks to identify companies that may be cheap based on measures of earnings and book value.
The railcar maker's bottom line disappointed in the fourth quarter and sent its shares chugging further south.
My tracking portfolio is flat for the year to date, though there have been wildly divergent performances by the constituent stocks.
An eclectic mix of 20 companies made my cut of stocks trading at 1x to 2x net current asset value.
Kulicke & Soffa and FreightCar America are two names that make relatively inexpensive targets.
The game just started, but several names in my portfolio have been off to the races since Election Day.
Hillary Clinton's exit from politics -- aka Clexit -- could produce the chance to pick up bargains in its wake.
Shares of Fogo De Chao, Vonage, Corrections Corporation of America and FreightCar America all took hits Tuesday.
The stock is off some 8% today and 40% since the fall. Is a buyout next?
Looking at the history of RAIL, a retest of the $15 level doesn't seem out of the question.
Just look at which sectors did well and which are lagging.
New truck orders are down, and rail car loadings continue to slide.
After a spike, recent rail data indicate an economy not yet on track.
Since earnings season is winding down, let's look at the winners and losers.
Freight loadings are picking up, and the supply of cars is tight.
The railcar maker's earnings will tell us a lot about the sector and beyond.