SeaCube Container Leasing (NYSE:BOX)

Distressedstar (43.55) Submitted: 9/25/2012 12:29:07 AM : Start Price: $18.27 BOX Score: +12.54

3.7

jjgbm (54.31) Submitted: 7/10/2012 9:06:41 AM : Start Price: $16.56 BOX Score: +17.23

BOX has only publicly traded since the latter part of 2010, but has consistently produced strong earnings. Insiders have been actively purchasing shares in the last 6 weeks or so, and all the book values are in the black. It has a tendency to beat earnings estimates and boasts a P/E of 8.3, under the industry average of 14.1.

BOX's business model is simple: lease and manager dry and refrigerated shipping containers, which is certainly not an industry going away any time soon. The company only employs 75 people, leaving plenty of room for growth.

Bottom line: BOX is a great small cap paying a hefty 6.56% dividend (and only a 47% payout ratio).

EclecticRecluse (77.82) Submitted: 5/16/2011 7:36:54 AM : Start Price: $14.35 BOX Score: +36.42

Sound Stock with High Dividend

Oraclepkwy (66.33) Submitted: 3/15/2011 6:43:30 PM : Start Price: $13.26 BOX Score: +44.31

Do not confuse this company with the dry bulk BDI/shipping sector. This is a modal container company and is a recent IPO and it has excellent management, its new containers on order are already 86% pre-leased in advance and it just raised its dividend to 22 cents ($0.88 annualized) which produces a 5.9% dividend yield at today's closing price. With the carnage in the market this is a great stock to add to your portfolio which I did today.

valari25 (91.18) Submitted: 1/26/2011 2:36:56 PM : Start Price: $10.42 BOX Score: +82.66

I love the intermodal shipping companies. The economic meltdown of the last couple of years brought construction of new containers to a virtual standstill, allowing BOX and TGH to maintain 97%+ utilization rates. We've already seen manufacturing pick up and they have to put those things in a shipping container. As the global economy continues to improve, so will manufacturing numbers. The container shortage is predicted to last through 2011 and into 2012. The only downside to BOX is the debt, which I think is managable given that Fortress still owns 40% of the company and they won't let them miss any payments. Also, their debt remains very cheap. To top it off, they pay a sweet dividend. I think TGH is fairly valued and that makes BOX very undervalued.