I think the Greenbrier discussion provided by Michael Filloon could be applied to many other oil-related companies and investing. Remember: many (most?) SeekingAlpha articles "disappear" after some time and a subscription is required to access them.
Over at SeekingAlpha:
- Greenbrier's stock price has pulled back 31% from its 52-week high.
- 8% of all US crude production is transported by rail.
- There is significant upside to tank car retrofits and phase outs.
- Railroads and tank car manufacturers may be somewhat insulated to a temporary pullback of oil prices.
- The rails have been a better fit to transport crude as set up times and costs are lower than pipelines.
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