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


To: E_K_S who wrote (62539)9/23/2019 10:23:11 AM
From: Ditchdigger1 Recommendation

Recommended By
E_K_S

  Read Replies (1) | Respond to of 78753
 
I believe TRN is a top ten holding of Leon Cooperman's Omega fund



To: E_K_S who wrote (62539)9/23/2019 1:42:04 PM
From: Paul Senior  Read Replies (3) | Respond to of 78753
 
I've followed TRN in past and have beieved it to be a better company than GBX. I'm in GBX now-- had it on its way up and now back down. Also holding RAIL.

Looking at TRN vs. GBX now, GBX seems to have some positives: lots more cash than TRN and less debt, with about the same revenue (Yahoo numbers).

Not a great sector to be in. I might consider TRN at $19 also. I stick with with my two other picks for now.