Global Railway Industries

GBI-T

0.00
0.00 (0.00%)
This company is not ACTIVE.

Analysis and Opinions about GBI-T

Signal
Opinion
Expert
TOP PICK
TOP PICK
January 21, 2008
Railroad renovations. In this kind of market, he is trying to find companies that will do well even if the US goes into a recession. Just made an acquisition of a company that got a $101 million contract with Via Rail. Very knowledgeable management.
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Railroad renovations. In this kind of market, he is trying to find companies that will do well even if the US goes into a recession. Just made an acquisition of a company that got a $101 million contract with Via Rail. Very knowledgeable management.
WEAK BUY
WEAK BUY
December 12, 2007
Plays on the infrastructure/capital-spending theme that will drive a lot of stocks over the next 5 years. Buying small private businesses such as train brakes, undercarriages, doors, etc. for rails. Thin margins but they seem to be doing OK. Prefers Greenbriar (GBX-N). Rails have been under spending on capital and this has to be resolved in the next few years.
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Plays on the infrastructure/capital-spending theme that will drive a lot of stocks over the next 5 years. Buying small private businesses such as train brakes, undercarriages, doors, etc. for rails. Thin margins but they seem to be doing OK. Prefers Greenbriar (GBX-N). Rails have been under spending on capital and this has to be resolved in the next few years.
PAST TOP PICK
PAST TOP PICK
November 24, 2005
(A Top PIck Sept 13/05. Down 43%.) One of their new operations completely fell apart this summer. Feels it is still worth $2.50.
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(A Top PIck Sept 13/05. Down 43%.) One of their new operations completely fell apart this summer. Feels it is still worth $2.50.
DON'T BUY
DON'T BUY
October 26, 2005
Doesn't think they will recover. Had bad results and had excuses and initially investors believed them. He is currently short this company.
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Doesn't think they will recover. Had bad results and had excuses and initially investors believed them. He is currently short this company.
TOP PICK
TOP PICK
September 13, 2005
This is a bit out of the resource box. Had hit a bad quarter and people didn't have the patience to wait for the story so took a big drop. Likes it for the 3/5 year long term. In a great sort of niche business. Very profitable company. Good price.
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This is a bit out of the resource box. Had hit a bad quarter and people didn't have the patience to wait for the story so took a big drop. Likes it for the 3/5 year long term. In a great sort of niche business. Very profitable company. Good price.
TOP PICK
TOP PICK
August 10, 2005
Was worried that it was going to have problems because of steel prices, but it is doing extremely well. Had some integration issues, but thinks they are through that. Good price.
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Was worried that it was going to have problems because of steel prices, but it is doing extremely well. Had some integration issues, but thinks they are through that. Good price.
TOP PICK
TOP PICK
July 8, 2005
One of the "real return on capital" companies. Spent $3.5 million on restructuring. A fantastic return on capital.
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One of the "real return on capital" companies. Spent $3.5 million on restructuring. A fantastic return on capital.
TOP PICK
TOP PICK
March 26, 2004
A consolidator of the small, fragmented maintenance companies and suppliers. Strong management. Trades at 10 X.
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A consolidator of the small, fragmented maintenance companies and suppliers. Strong management. Trades at 10 X.
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