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CAI - CAI - Business Is Booming But Some Things Just Don't Add Up
CAI International Inc.
I have to admit, CAI International (CAI) has me conflicted. After studying Triton (TRTN) (article link) and Textainer (TGH) (article link) it became clear to me that the container leasing market is in a boom phase.
As I was studying CAI I was getting to the same conclusions that were perfectly reflected in this comment by the company's CEO in its Q2 2018 earnings call.
Victor Garcia - CEO
So in summary, we have strong momentum in each of our businesses including record quarterly lease