CBR For Investors -- An Opportunity -- October 13, 2014

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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. 

That last bullet is interesting, isn't it?