Stockchase Opinions

Karen Firestone, CEO, Aureus Asset Management WABCO Holdings Inc WAB-N BUY Mar 20, 2023

The ultimate beneficiary of infrastructure spending. They're in high-speed rails. Trades at a reasonable PE.

$96.420

Stock price when the opinion was issued

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COMMENT

This company builds the diesels and freight cars, but have also done some very innovative, long term work in railcar safety, etc. He loves the company, but it is a question of price.

BUY

US infrastructure spending will go forward and benefit WAB, railroads and metro lines.

BUY

He sold UNP to buy Wabtec, because the former services only one geography while Wabtec goes everywhere.