Trinity Industries

TRN-N

NYSE:TRN

20.91
0.59 (2.74%)
Trinity Industries Inc. owns a variety of businesses which provide product and services to the industrial, energy, transportation and construction sectors.
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Analysis and Opinions about TRN-N

Signal
Opinion
Expert
WATCH
WATCH
July 7, 2016

It is the ultimate in an economic cycle trade. It is a value trap depending on your timing. It is too early. Wait for the bottom of the next economic cycle. It is too early to buy.

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It is the ultimate in an economic cycle trade. It is a value trap depending on your timing. It is too early. Wait for the bottom of the next economic cycle. It is too early to buy.

DON'T BUY
DON'T BUY
May 20, 2016

Rail car manufacturer. It is important to recognize market demand on this type of company. Right now rails are having a really tough time. Their investment cycle has slowed. It is unlikely to turn dramatically and quickly. Feels there are greener pastures in the meantime.

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Rail car manufacturer. It is important to recognize market demand on this type of company. Right now rails are having a really tough time. Their investment cycle has slowed. It is unlikely to turn dramatically and quickly. Feels there are greener pastures in the meantime.

COMMENT
COMMENT
April 27, 2016

When you have the whole US$ situation, this was attractive, because it is very domestic. Found the profit margins were getting difficult in this space, so he moved into the actual rail companies. Very attractive and very, very good valuation.

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When you have the whole US$ situation, this was attractive, because it is very domestic. Found the profit margins were getting difficult in this space, so he moved into the actual rail companies. Very attractive and very, very good valuation.

PAST TOP PICK
PAST TOP PICK
August 5, 2015

(A Top Pick Aug 13/14. Down 34.92%.) Railcar manufacturer. The big demand for rail cars was for crude oil. He was optimistic about new standards coming out to make them safer. 2 stories that hurt the business was the decline in crude production and the delay in coming out with new standards. Sold his holdings. He is not optimistic on this.

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(A Top Pick Aug 13/14. Down 34.92%.) Railcar manufacturer. The big demand for rail cars was for crude oil. He was optimistic about new standards coming out to make them safer. 2 stories that hurt the business was the decline in crude production and the delay in coming out with new standards. Sold his holdings. He is not optimistic on this.

DON'T BUY
DON'T BUY
July 6, 2015

One of the biggest in rail cars, barges also. The stock did really well as the demand for oil to be shipped by rail was growing. Then there was safety issues with existing cars, then the price of oil came down and not as much was shipped, and one of their smaller divisions makes highway barriers and they put out some that are not up to snuff and you die if you hit them. There are lots of law suits out there.

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One of the biggest in rail cars, barges also. The stock did really well as the demand for oil to be shipped by rail was growing. Then there was safety issues with existing cars, then the price of oil came down and not as much was shipped, and one of their smaller divisions makes highway barriers and they put out some that are not up to snuff and you die if you hit them. There are lots of law suits out there.

COMMENT
COMMENT
January 12, 2015

These are always tough stocks to invest in, because you have to predict what is going to happen, the demand, the backlog, etc. He prefers more predictable industries. There is some question as to how much more demand there is going to be with oil at these levels. Too hard to figure out.

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Trinity Industries (TRN-N)
January 12, 2015

These are always tough stocks to invest in, because you have to predict what is going to happen, the demand, the backlog, etc. He prefers more predictable industries. There is some question as to how much more demand there is going to be with oil at these levels. Too hard to figure out.

HOLD
HOLD
December 29, 2014

Builds tanker and freight cars. Had looked at this because of its oil by rail. Doesn’t think it is totally dead. Volumes will decline, but he wouldn’t sell the stock because of fears of what might happen. He is following this one closely.

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Trinity Industries (TRN-N)
December 29, 2014

Builds tanker and freight cars. Had looked at this because of its oil by rail. Doesn’t think it is totally dead. Volumes will decline, but he wouldn’t sell the stock because of fears of what might happen. He is following this one closely.

DON'T BUY
DON'T BUY
December 3, 2014

This has been beaten up as of recent, simply because of the oil decline. It has some exposure to the energy trade. Had a huge drawdown in the last half of this year, when it is usually positive. It is not working in its period of seasonal strength and something you should stay away from.

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Trinity Industries (TRN-N)
December 3, 2014

This has been beaten up as of recent, simply because of the oil decline. It has some exposure to the energy trade. Had a huge drawdown in the last half of this year, when it is usually positive. It is not working in its period of seasonal strength and something you should stay away from.

BUY
BUY
November 24, 2014

He likes the rail car making business. He is looking at it. It is cheap. On a macro basis, this industry is very favourable.

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Trinity Industries (TRN-N)
November 24, 2014

He likes the rail car making business. He is looking at it. It is cheap. On a macro basis, this industry is very favourable.

COMMENT
COMMENT
October 27, 2014

This is very much in the supply mode for freight cars and all sorts of rail equipment. This and Wabtec (WAB-N) are the 2 preferred ways of playing this sector. Many analysts are showing growth for this particular company. Until he can get a better handle on what the growth might be, he’ll stay away from this and stay with Wabtec.

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Trinity Industries (TRN-N)
October 27, 2014

This is very much in the supply mode for freight cars and all sorts of rail equipment. This and Wabtec (WAB-N) are the 2 preferred ways of playing this sector. Many analysts are showing growth for this particular company. Until he can get a better handle on what the growth might be, he’ll stay away from this and stay with Wabtec.

PAST TOP PICK
PAST TOP PICK
September 25, 2014

(Top Pick Aug 28/13, Up 128.73%) Crude by rail. 20% of crude moves by rail. They are buying other companies in LNG and storage because crude by rail will not go to 50% so it will slow.

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Trinity Industries (TRN-N)
September 25, 2014

(Top Pick Aug 28/13, Up 128.73%) Crude by rail. 20% of crude moves by rail. They are buying other companies in LNG and storage because crude by rail will not go to 50% so it will slow.

HOLD
HOLD
September 5, 2014

In the sweet spot of making rail cars and rail tanker cars, which is huge. There is a whole generation of cars to be replaced.

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Trinity Industries (TRN-N)
September 5, 2014

In the sweet spot of making rail cars and rail tanker cars, which is huge. There is a whole generation of cars to be replaced.

TOP PICK
TOP PICK
August 13, 2014

One of the largest makers of railcars in the US. Traditionally a fairly cyclical business. His view is that the industry has really changed for a couple of reasons. There are so many more uses for rail. We now have oil and fracing sand. All of this has been extending the life of the cycle and he thinks they are going to run higher and higher earnings. With the money they are generating and the cash flow yield, they have been diversifying, such as tanks for LNG. Still trading at 7-10 times earnings and would be going to more of a 12-15 times. Yield of 0.91%.

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One of the largest makers of railcars in the US. Traditionally a fairly cyclical business. His view is that the industry has really changed for a couple of reasons. There are so many more uses for rail. We now have oil and fracing sand. All of this has been extending the life of the cycle and he thinks they are going to run higher and higher earnings. With the money they are generating and the cash flow yield, they have been diversifying, such as tanks for LNG. Still trading at 7-10 times earnings and would be going to more of a 12-15 times. Yield of 0.91%.

COMMENT
COMMENT
August 1, 2014

Manufactures rail cars. That is a good business normally, but these days it is a fantastic business because of big demand for grain cars and a bigger demand for cars for oil. There is going to be even bigger demand because all the old single walled cars are going to be taken out of service, and have to be replaced by double walled cars. That is going to have to be a benefit to them.

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Manufactures rail cars. That is a good business normally, but these days it is a fantastic business because of big demand for grain cars and a bigger demand for cars for oil. There is going to be even bigger demand because all the old single walled cars are going to be taken out of service, and have to be replaced by double walled cars. That is going to have to be a benefit to them.

BUY WEAKNESS
BUY WEAKNESS
May 20, 2014

Manufactures rail cars and has a lot of infrastructure as well. A lot of their revenues are coming out of Mexico so it is going to be Mexican economy dependent. The government is starting to spend more money on expenditures and infrastructure which is right into their sweet spot. Debt is a little high at around 110% of equity, but they are generating really good cash flow and the dividends are growing. Doesn’t think it is overpriced. Could come down with the market.

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Manufactures rail cars and has a lot of infrastructure as well. A lot of their revenues are coming out of Mexico so it is going to be Mexican economy dependent. The government is starting to spend more money on expenditures and infrastructure which is right into their sweet spot. Debt is a little high at around 110% of equity, but they are generating really good cash flow and the dividends are growing. Doesn’t think it is overpriced. Could come down with the market.

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