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

To: Paul Senior who wrote (62541)	10/1/2019 1:52:08 PM
From: E_K_S	Read Replies (1) \| Respond to of 78755

Filled small BUY for TRN @ $18.37/share. These replace the ones I sold 10/2018 @ $38.80/share. Will double position if this one falls to new lows at/below $16.50/share. My other shares were bought 5/2016 at $12.38/share. Position still quite small as this is not that great a sector to own in a recession and/or slow down. EKS

To: Paul Senior who wrote (62541)	3/5/2020 4:51:14 PM
From: E_K_S	Respond to of 78755

Started small position in GBX. Will add every 5% lower and when div hit 5%-6%. Great assets selling 0.5x BV

To: Paul Senior who wrote (62541)	7/9/2021 1:58:26 PM
From: E_K_S	Respond to of 78755

Greenbrier Reports Third Quarter Results July 9 (Reuters) - Greenbrier Companies Inc GBX : * GREENBRIER REPORTS THIRD QUARTER RESULTS * Q3 ADJUSTED EARNINGS PER SHARE $0.69 * Q3 GAAP EARNINGS PER SHARE $0.59 * Q3 REVENUE $450 MILLION VERSUS REFINITIV IBES ESTIMATE OF $489.4 MILLION * Q3 EARNINGS PER SHARE ESTIMATE $0.13 -- REFINITIV IBES DATA * EXPECTS Q4 TO BE STRONGEST PERFORMANCE OF YEAR ----------------------------------------------------------- GBX +10.4% on this earnings report. Greenbrier Companies Inc., is a leading supplier of transportation equipment and services to the railroad and related industries. The company's manufacturing segment produces double-stack intermodal railcars, conventional railcars and marine vessels, and performs repair and refurbishment activities for both intermodal and conventional railcars. It also engages in complementary leasing and services activities. Greenbrier Europe is an end-to-end freight railcar manufacturing, engineering and repair business with operations in Poland & Romania that serves customers across Europe and in the Middle East. Greenbrier builds freight railcars & rail castings in Brazil through two separate strategic partnerships. It is a leading provider of wheel services, railcar management & regulatory compliance services and leasing services to railroads in North America. Greenbrier offers freight railcar repair, refurbishment and retrofitting services in North America through a joint venture partnership with Watco Companies, LLC. I have been adding to ANDE as they have a railcar division which I believe is undervalued. Gave up on Freightcar America (RAIL) and have been looking for other railcar equipment/service companies. I own GBX and TRN. Now ANDE. The Andersons Rail Group Danville, IL. Our Danville, Illinois repair facility can handle full service freight car repair including wreck repair, paint, blast, and lining. The Danville shop is served by CSX and can hold up to 300 cars for repair They do Sales, Leasing & Repair/Fabrication but somewhat hidden as it is an operating Division under the Anderson Group (mainly commodities and fertilizers).