Tag Archives: GBX

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Quick Blurbs [Delta Airlines, Dollar General, Dollar Tree, Greenbrier, MSC Industrial, Fastenal]

[DG – Dollar General; DLTR – Dollar Tree] A confluence of uglies – food deflation, welfare cuts, and pronounced competition – have resulted in slight same store sale contraction at DG (the first negative in at least a decade) and deceleration at DLTR, catalyzing 20%-25% sell-offs in both stocks since Summer 2016. Here’s what all […]

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[GBX – Greenbrier] Valuation About Fair on Normalized Railcar Shipments

(862 words) GBX (1/6/17) The industry’s long-term average railcar deliveries are around 45k-50k units/year, so even after the decline from ~82k deliveries in 2015 (tank cars for crude and railcars for coal got smoked as commodities cracked), 2016’s 60k units are still running above normalized levels as units have been since 2012.  GBX’s own backlog […]

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