Opinions
Alexander Lane, B Comm, C
Global Railway Industries
GBI-T
WEAK BUY
Dec 12, 2007
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.
$4.590
Stock price when the opinion was issued
transportation equip & components
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