Trinity Industries (TRN)

Still relatively cheap, but he is cautious that if keystone goes through it will have a pullback. Then he would take a good hard look at buying it.

(A Top Pick Aug 28/13. Up 23.21%.) One of the leading railcar manufacturers in North America. She has taken some profits in the hope that she could get some shares cheaper. Really likes this company and the space. Reported a record quarter in Q3 and have a record backlog. Doesn’t think we are near peak earnings on the company. They are running at 100% utilization, which creates some cost synergies, which in turn drops to the bottom line. Only trading at a 10X PE multiple.

This is the leader in rail car manufacturing. Also, have a leasing company, which is quite profitable and she thinks it is undervalued given where leasing companies are trading. Only trading at 1.5X BV where leasing companies normally trade at 3X.