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Strategies & Market Trends : Value Investing

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To: Technamentals who wrote (57918)	9/4/2016 8:45:13 PM
From: E_K_S	Read Replies (1) of 78817

Re: RAIL I think you have got a lot of it right. I like their new facility and they now just hired a new facility manager w/ experience to allow build to order rail car assembly using some of the latest robotic configuration/techniques. There is a learning curve but once the software is fine tuned and labor is up to speed on the learning curve, this facility can build many different rail car configurations w/ little to no special set up. The Greenbrier Companies, Inc. (GBX) is another one you might want to look at and compare their operations to RAIL. This one came up on my GN screen as did Trinity Industries Inc. (TRN). My TRN is +40% from my earlier buy this year at $17.50/share. I think RAIL may be the best value play now but they are still a very small cap when compared to TRN and/or GBX. I like GBX debt profile better than both RAIL and/or TRN. At this time in the interest rate cycle (next moves higher rather than lower), I think one needs to erro on companies w/ little to no debt. GBX's debt profile does meet Buffets rule, where 4x Net annual revenues are<= Long Term debt. FWIW, I am still looking to start a position in Rail and have a GTC order at/below $13.50/share. GBX looks interesting at's it SMA(200) price of $29/share. I might nibble if it sells at/below $25.00/share. EKS

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