Seeing Green
Investors can fall into a number of camps, and two of these could be the growth- or value-oriented ones. But the reality is that those labels are misnomers, as most seasoned investors look for well-positioned companies that are poised to grow their revenue, expand their margins and deliver accelerated earnings-per-share growth. That means demand for new products and services is fair game, along with replacement demand associated with cyclical and capital goods.
Over the last several months, railcar maker Trinity Industries (TRN) -- as well as competitors FreightCar America (RAIL), Greenbrier Cos. (GBX) and American Railcar (ARII) -- have all benefitted from rebounding freight-car demand. Part of this resurgence has clearly been the improving domestic manufacturing economy, but the need to replace aging freight cars has also been a factor. Though the average age of the fleet stands near 25 years, more than 70,000 freight cars have been in service for more than 31 years, according to Rail Solutions....572 more words left in this article. To read them, just click below and try Real Money FREE for 14 days.
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