Re-Posting The Filloon Seeking Alpha Article -- October 13, 2014

I am re-posting this. I don't do this often (I don't believe I have ever done this before). I am doing this to get your attention. And to remind me to come back to this article later.

This is an incredibly important article.

Re-posting:

This is not an investment site. Do not make any investment, financial, or relationship decisions based on anything you read here or think you may have read here.

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 (linked article above):

• 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?

I may or may not provide data points from the article.