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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: White Bear who wrote (22556)11/21/2005 12:38:33 AM
From: Paul Senior  Respond to of 78753
 
Railroad stocks: Thanks, LBighorn. Nice article.

I've recently re-looked at the sector, and I don't see any bargains.

Sorry I didn't hold on to a couple of Jim Clarke's picks back when.
Message 12633979

Greenbrier sure looked like and and acted like a dog. Too bad for me I sold:

finance.yahoo.com



Anyway, I'm holding on to NSC
Message 19575008

and CSX (mentioned by me and E_K_S and Grommit)

Message 20611252

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I might look closer at GWR: The stock's at $33.81. Yahoo says they have $335M in total debt, and $236M in free cash flow. Even for a capital intensive business, that's a lot of free cash flow for each of those 27M outstanding shares and "only" a $33.91 stock price - if the fcf number is right, if it's sustainable, and if I understand free cash flow correctly (which might not be the case).

finance.yahoo.com