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

To: William Cloutier who wrote (58323)	10/31/2016 10:59:27 PM
From: E_K_S	Read Replies (1) \| Respond to of 78817

I agree w/ you on TRN's diversification. Specifically their Construction Products Group is a profitable and growing segment. I continue to hold my TRN position w/ a GN value of $35.61/share is the most undervalued of the group. One Definition of value trap A financial instrument (stocks or bonds) that appears cheap on historical measures or valuation grounds, such as price/earnings ratio, but the price never recovers to fair value. As Warren Buffet said, “price is what you pay, value is what you get". In the case of RAIL, I am attracted to is Price/BV but even w/ a good backlog, new manufacturing facility including new robotic assembly technologies, the company can not report consistent earnings. GBX was discussed up thread and they reported earnings last week as did TRN. The only takeaway is all three say the current environment is tough and all fell short of expectations. EKS