Opinions
Jean-Francois Tardif
Global Railway Industries
GBI-T
DON'T BUY
Oct 26, 2005
Doesn't think they will recover. Had bad results and had excuses and initially investors believed them. He is currently short this company.
$1.340
Stock price when the opinion was issued
transportation equip & components
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WEAK BUY
Plays on the infrastructure/capital-spending theme that will drive a lot of stocks over the next 5 years. Buying small private businesses such as train brakes, undercarriages, doors, etc. for rails. Thin margins but they seem to be doing OK. Prefers Greenbriar (GBX-N). Rails have been under spending on capital and this has to be resolved in the next few years.
transportation equip & components