Textainer Group (NYSE:TGH)

This company will do better than average in the good years. Free trade, a growing world economy and continued US military presence all over the world is a great benefit to TGH. The South African owners of the company have been shareholder friendly as well.

As the world economy generallyt improves trade will expand and use of shipping containers.

Dividend

dividend play, leader, growth industry

TGH - Basically they buy/sell/trade/lease containers. Nothing special business-wise, reasonably well run, trustworthy management, but very good price to value ratios and and a good dividend. One last thing - if the Euro/No. American free trade agreement helps, companies like this would stand to improve their true value and may get a boost in recognition.

James Early

Screener_Madness

Purchased for dividend and unique shipping business model.

following TMFcheesehead...5.1% yield..simple business model

Simple business... like that...

My top dividend stock for 2013....link soon to follow

Seems to be way Unser valued with good cash flow an nice div.

Greenblatt methodology with CAPS screener. 5 star.

Solid business, macro play on the Great Recession. Increased shipping over time.

Growing company where growth will accelerate as the economy improves.

5.5% dividend that continues to increase

Trend is that more companies are leasing their containers from companies such as TGH as opposed to owning their own.

TGH continues to own a greater percentage of their container fleet which increases the returns

Good growth, solid dividend. Big player in its industry. Taking advantage of the recent pullback and 5% yield.

Buy on the dip...issuing 5M shares to purchase more containers. If economy does worse, there will be more demand for leasing containers to cut shipping costs. If economy goes up, more demand for containers and quickest way to get them is leasing vs buying

I drove around the Port of Long Beach yesterday and saw lots of their red boxes on ships, trucks and trains. Container leasing seems like a way of investing in increasing trade while mitigating the impact of commodity prices on trucking and railroads. TGH has good-to-very-good financial performance on every measure except long-term debt. Nothing I found in the container leasing space was even close.

dividend/value play