Trinity Industries, Inc. (NYSE:TRN)

I think TRN is a safe way to bet on a by-product of increased domestic oil production, railroad transport. TRN has been in the business for a long time and has a well diversified product base. The firm has been paying and increasing dividends, and should be for the foreseeable future.

This industry is very healthy and the addition of crude transport is adding a lot of interest.This is replacing a lot of the lost business for coal but the day will come when pipelines will cool this business.

Oil has to be moved from the shale plays. With the government holding up pipeline construction, the best way to move the oil is by rail. Someone has to build the oil rail cars and Trinity is the best play for oil rail cars.

Phenomenal growth. Somebody's going to have to transport all that oil, and that means somebody's going to have to buy tank cars.

this will just keep going up and up on the long term. no reason for it to not do so.

Looks good, economy moving up

I chose TRN for railroad industry exposure instead of one of the operators because, via its railcar manufacture and leasing business units, Trinity benefits from spikes in the railroad industry, but is far less susceptible to the multitude of headwinds the the railroad operators face. Through its construction and highway business units, Trinity will also benefit from the continuing economic recovery as infrastructure investment resumes. Trinity is a strong and well-managed company, as evidenced by the fact that it has beat earnings estimates 11 of the last 12 quarters and has often beat those estimates by a lot.

s&p 5 star

revenue growth 0.3% fail - gross margin 18.6% fail - net margin 5.0% fail - debt to equity 148.6%fail - current ratio 2.15 fail - return on equity 8.9% fail - current yield 1.9% - 5 yr Div growth 84% fail
score 3 out of 10

Trains and Windpower

feds are killing us

http://seekingalpha.com/article/262763-40-undervalued-large-and-mid-caps-with-eps-growth-of-over-50-for-2011-12?source=TheMotleyFool

This is a play on wind tower construction and the energy efficiency of trains (railcars) over 18-wheeler trucks.

jsneesby haiku

"a stockpick frenzy...

money doesn't grow on trees

time doesn't compound"

New Federal Motor Carrier Regulations in the trucking industry combined with rising fuel prices and instability in the middle east, spells a prosperous year for all of the rail companies...."ALL ABOARD!!"

Trinity has good growth in infrastructure and will expand as the US resumes it's expansion. I like the barge group and wouldn't be surprised that someone will acquire the company.

Throwing darts at this point!!!

Energy sector is building momentum

This is the leading manufacturer of rail cars. The railroad industry is going to explode in the next five to ten years. It also manufactures structural towers for wind turbine generators and other infrastructure-related products. Current valuation is excellent, and it pays a very healthy, very sustainable dividend.