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Strategies & Market Trends : Value Investing

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To: bruwin who wrote (62544)	9/23/2019 4:19:18 PM
From: E_K_S	Read Replies (1) of 78774

Re: TRN Many of their business segments are cyclical and some are in that down cycle (Energy equipment). So based on BV, debt and operating expenses, I am surprised they can remain profitable. The value proposition (to me) is a reversion to the mean for both revenues and EPS if/when those segments see higher sales. I like the sector and as PaulSr mentioned is TRN one of the larger companies so will have staying power in the down turn. I have been wrong in the past and will be wrong in the future but for me an OK value Buy if I can get at my price point. For this company and many of the cyclical companies, good to look at a 10 year chart to better reflect profitability in both good & bad times. EKS

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