The Greenbrier Companies (NYSE:GBX)
The Company is a designer, manufacturer and marketer of railroad freight car equipment in North America and Europe and a provider of leasing and other services to the railroad and related transportation industries in North America.
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The railroad has grown since pops has been around,and will continue to do so like it or not,and those who supply for it will also grow.Slowly or fastly makes pops no never mind,because all I have is time.
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Makes all sorts of railroad cars, repairs old ones, leases new ones. Gotta have something to haul ethanol and cars.
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significant customer profitability leads to strong demand for their products
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30Jan -- Cramer says to squeeze the thinly traded shorts on recent large employee buys, and special one-time problems meeting production as rail demand will boom with coal, lack of truck drivers.
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Shorts got ahead of themselves here.
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Stockpickr calls this a short squeeze candidate
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Work in the industry -believe they are a solid company and are improving there access in the market through aquisitions.
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as transportation comes back, this railway repair-supplier should go great
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Greenbrier controls over 60% of the market for the double-decker rail cars that stack two trailers. This particular efficiency, coupled with the migration to more economical rail service as teamsters age and gas stays high, will help this company grow. It also just bought a top rail car repair/refurbishment company, so watch this move strengthen its cyclical primary business of building the new cars.
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odd they can't generate cash at the top of a cycle
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The railroads are running above capacity and they can't find enough cars to support the need.
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Sales backlog looks promising
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This maker and servicer of freight cars has a leading share of the market for double-stacks, cars that can carry more than one cargo container. Train shipping demand will likely to continue to grow over the next few years as it is a relatively cost/fuel effective way to ship items relative to other methods.
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