(New York)

A 7% yield admittedly sounds attractive. However, what if it comes from a shipping company, and at the beginning of a trade war no less? That must be crazy. Think again, says Barron’s. The company is Triton International, which is the largest shipping container lessor in the world, owning 3.5m containers. It is a highly experienced operator and has 26% market share. However, worries over a trade war have hammered the stock, which is down 18% this year and trading at just over 7x earnings. Fears of how a trade war might affect its business look overblown and a fair market valuation for the company seems about 40% higher.

FINSUM: So this is a bet that the market will reevaluate the stock’s business model and see it is not that vulnerable. Sounds like a risky bet to us, but a 7% yield is nice cushion.