He sold UNP to buy Wabtec, because the former services only one geography while Wabtec goes everywhere.
Stock price when the opinion was issued
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.
The ultimate beneficiary of infrastructure spending. They're in high-speed rails. Trades at a reasonable PE.
US infrastructure spending will go forward and benefit WAB, railroads and metro lines.
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He sold UNP to buy Wabtec, because the former services only one geography while Wabtec goes everywhere.