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Strategies & Market Trends : Value Investing

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E_K_S

To: E_K_S who wrote (70403)	6/2/2022 11:39:04 AM
From: scbeachbum	1 Recommendation Read Replies (1) of 78768

Look at all the rail manufacturers, record backlog of cars for most. Plus now with Russia/Urkaine it's created more demand for tank cars so ship oil due to Keystone XL being scuttled so there are more oil trains moving oil at high prices. Plus grain cars too, grain has to move all over. A lot of the current cars are also hitting their statutory limit for retirement too. Bodes well for TRN, GBX, RAIL etc. Also the steel suppliers to them like FRD and ZEUS will mean their plate business stay strong. Before FRD merger of Plateplus last month 17% of their business was to GBX.

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