Trinity Industries, Inc. (TRN)

A thorough evaluation of the company suggests that mining and raw materials will recover over the next half decade to a decade. Additionally, we must also look at their fundamentals and realize that we have a cash base of over 12% and and a chart that suggests an upward and consistently strengthening trend.

Bottomed out, and seems to be making a recovery. I would be long on this stock, but wouldn't purchase in the short term. Reason being that the volatility of this stock is amplified when there is an economic downturn. There is increasing downward pressure on the market right now, and I would wait for a pull-back before initiating a position.

Otherwise, I agree with all the other posters. It's poised to pop, due to its strong position in Wind, and Highway construction. What I would really like to see is a shuffling of management, and drastic reorganization of this business structure. I think they should sell off their rail car division and focus more on Barges, Freeway Construction, and Green Energy.

I plan on purchasing this stock when it is in the 12-14$ range with a 15-20% stop-loss , and a sell point of 25-30.

The Company manufactures and sells railcars and railcar parts, inland barges, concrete and aggregates, highway products, beams and girders used in highway construction, tank containers and structural wind towers.

They just announced their Q3 dividend payment of $.08 a share on Oct. 30, to holders as of Oct 15. This is their 182nd consecutive dividend. While this is only about 1.8% at the current price, it is still paying you to hold for long term profits in the 45% to 90% range.

Their 52 week high was $26.57, but their 56 week high was about $35.00.

Their current assets to current liabilities run about 2 to 1, and their total assets to total liabilities are about 1.7 to 1.

Due to the nature of their business (manufacturing), they do have a substantial amount of debt, but it is not out of line, and is reasonably manageable.

They have cash of about $440M.

Their tangible NW is about 60% of their total liabilities.

They showed a loss of about $200M for the 2nd Q, but this was due to a write down of goodwill from $504M to $180M ($325M).

Since I am in at about $10.00, I am doing great, but it is still a good longer term buy at the current price of about $18.00, and does dip down from time to time to allow for a lower buy in for those who might want to buy in, in steps.

It might also be one to put into your Watch List, in case the "Bears" are correct and we are in for a good size downturn in the market for the intermediate term. That could give you an even better entry point.

There are many areas they could benefit from with economic recovery because they are into several sectors.

The last two analyst's recommendations were buy, but those were back in mid year.Tthere have been no downgrades.

This is not a short term trader stock, unless you are the greatest ever at timing market moves; but it is a good solid stock for the longer term investor.

As always, this is JMO and worth exactly what I am charging for it.

Cheap goods transportation will be more popular now than ever and low price to book plus green energy inroads.

wind!

Barge and Rail traffic will pick up as the economy improves, and Trinity will benefit.

This company has thier hands in a little of everything that should begin an upswing by the end of the year. If wind power eventually takes off this will definitely boost this company's bottom line.

lot of involvement

WooHoo!!!

The Hawks face the Wings in the conference finals.

Tried finding a detroit company to make this post but no dice.

These guys are positioned perfectly for the future obama-nomics. Rail, Roads, barges, and Wind. They have every angle covered to make profits.

With Obama's stimulus plan, this one has only one way to go...
And with a PE at ~3.5, it is very attractive.

With Obama's stimulus leading to a lot of construction in the future, I think Trinity will outpace the S & P.

As the economy recovers, so will rail and construction. Just try to drive through a major city in Texas without encountering road construction. This industry is targeted for stimulus funding, and it was quite active pre-depression without stimulus. From LNG tanks to wind towers to rail cars, this company is also well-poised to play in our energy future.

Has downsized & as ecnomy recovers should see renewed growth in transportation sector sales.

Highway Infrastructure in the US has been neglected for over 8 years. This company stands to gain value as the economic stimulus package gets rolling on highway repair. In addition their construction of wind towers makes it a good bet for the green energy sector and railway car sales will increase once our economy gets going again. A good stock for future growth.

real biz...concrete,highway products,railcars,energy, it's well positioned for a turnaround with econ.

Sell parts of rail and barge

Rail cars will come back to life. As oil goes up, wind power interest will again increase.

I can't see the demand for rail cars to pick up dramatically in the near term, but the company has some interesting diversification in its road construction and energy businesses. Recessions don't last for ever and neither do rail cars, so eventually demand for the main business should come back as well.

http://www.fool.com/investing/general/2009/02/23/americas-next-top-value-stock.aspx