Source: Google Images
Overview
I wrote an article on December 7, 2017 regarding Triton International (TRTN) being my top container lessor pick for 2018. The summary of my justification for this decision was based on the fact that Triton had gotten an earlier start at investing in new container equipment taking advantage of increasing per diem lease rates, versus peers. The company’s scale and return on investment were also mentioned as key superior attributes.
As of today, container lessors have been some of the worst performing transports stocks in 2018. CAI International (