Opinions
Jim Lebenthal
Greenbriar Cos.
GBX-N
STRONG BUY
Oct 28, 2022
As cyclical as you can get. They bend metal into railroad cars. Their earnings yesterday blew it out of the water. Rails are buying new cars, leasing and refurbishing new cars.
$33.820
Stock price when the opinion was issued
transportation equip & components
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TOP PICK
This company is in a perfect storm here. Have a backlog of 43,000 railcars. Have 4 divisions. They make them, repair and refurbish wheels, provide leasing and finance for railcars and also have software to manage railcars. A fantastic company. There is a bumper crop of grain that we need railcars for. We have oil that we need railcars for. Dividend yield of 0.94%.
transportation equip & components
DON'T BUY
Rail car manufacturing business. Their cars carry bulk chemicals and crude as well as covered hoppers. Orders went through the roof from fracking. It is down because this activity is grinding to a halt with the decline in oil prices. The backlog is starting to weaken due to cancelations.
transportation equip & components