Why Trinity Industries Inc. Shares Popped Today

Is this meaningful or just another movement?

Feb 20, 2014 at 2:39PM

Although we don't believe in timing the market or panicking over market movements, we do like to keep an eye on big changes -- just in case they're material to our investing thesis.

What: Shares of Trinity Industries (NYSE:TRN) jumped 10% today after the industrial service provider reported earnings.

So what: Fourth-quarter revenue was up 24% to $1.26 billion, while net income rose 58% to $112.8 million, or $1.44 per share, $0.03 ahead of estimates. For 2014, earnings per share are expected to jump to between $6.30 and $7, well ahead of the $4.75 EPS collected in 2013.  

Now what: Trinity Industries is benefiting from a shift to serving oil, gas, and chemical industries, which are seeing particularly strong demand in the U.S. That's also helped keep backlog high at $5 billion to end 2013. Shares trade at just 10 times the middle of 2014 estimates; with the momentum we've seen in recent quarters I think there's still room to run given the value investors are getting.

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Travis Hoium has no position in any stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.

A Financial Plan on an Index Card

Keeping it simple.

Aug 7, 2015 at 11:26AM

Two years ago, University of Chicago professor Harold Pollack wrote his entire financial plan on an index card.

It blew up. People loved the idea. Financial advice is often intentionally complicated. Obscurity lets advisors charge higher fees. But the most important parts are painfully simple. Here's how Pollack put it:

The card came out of chat I had regarding what I view as the financial industry's basic dilemma: The best investment advice fits on an index card. A commenter asked for the actual index card. Although I was originally speaking in metaphor, I grabbed a pen and one of my daughter's note cards, scribbled this out in maybe three minutes, snapped a picture with my iPhone, and the rest was history.

More advisors and investors caught onto the idea and started writing their own financial plans on a single index card.

I love the exercise, because it makes you think about what's important and forces you to be succinct.

So, here's my index-card financial plan:


Everything else is details. 

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