CECO-Q -2.26 ELF-N -6.71 NBIS-Q 5.19 RPRX-Q 0.51 CGI-T -0.81 RGS-N -0.2 T-T 0.11
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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.

Karen Firestone, CEO, Aureus Asset ManagementKaren Firestone, CEO, Aureus Asset Management
Unknown
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$96.420

Stock price when the opinion was issued

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COMMENT

WABCO Holdings Inc(WAB-N)

Dec 29, 2014

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.

Peter BriegerPeter Brieger
No
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$89.010

Stock price when the opinion was issued

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BUY

WABCO Holdings Inc(WAB-N)

Jun 16, 2023

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

Karen Firestone, CEO, Aureus Asset ManagementKaren Firestone, CEO, Aureus Asset Management
Unknown
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$103.130

Stock price when the opinion was issued

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BUY

WABCO Holdings Inc(WAB-N)

Sep 27, 2024

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

Jim LebenthalJim Lebenthal
Owned
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$182.270

Stock price when the opinion was issued

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