Tag Archives: GBX

Ashtead FAST URI Quick Blurbs

QUICK BLURBS [Ashtead, FAST, MSM, URI, ZN]
July 24, 2017

[ZN – Zion Oil and Gas] Heard about this stock on a podcast; I doubt[...]

ASHG

[ASHG] CHEAP STOCK OR VALUE TRAP?
July 14, 2017

“People always think more about how new ground can be broken than they think about[...]

SAMPLE POSTS AMZN

[AMZN] EXPLANATIONS MATTER
July 6, 2017

 “Theories are nets cast to catch what we call ‘the world’: to rationalize, to explain,[...]

INTU

[INTU] KIND OF INTO IT
June 27, 2017

(4,382 words) It seems not too long ago, business arrangements between application providers were called partnerships….now[...]

SAMPLE POSTS VRSK

[VRSK] HIGH QUALITY CASH COW, LIMITED REINVESTMENT OPPORTUNITIES
June 16, 2017

(2,414 words) When evaluating the competitive advantage of a data-based analytics business, three important questions[...]

GBX, MSM, Quick Blurbs

QUICK BLURBS [DAL, GBX, MSM/FAST]

Posted on by scuttleblurb
(2,130 words) [MSM: 4/6/17; FAST: 4/12/17] Recall that 70% of MSM’s sales come from manufacturing customers (esp. metalworking), who have seen their average daily sales decline by msd/hsd for each of the last 5 quarters prior to 4q16.  Last quarter, the company saw the beginnings of a recovery…. Management is reluctant to say that the […]
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GBX

[GBX] VALUATION ABOUT FAIR ON NORMALIZED RAILCAR SHIPMENTS

Posted on by scuttleblurb
(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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Posted in GBX  |  Tagged
Quick Blurbs

QUICK BLURBS [AGCO, CSX, DE, GBX, NSC, SFM, WMT]

Posted on by scuttleblurb
(2,704 words) 9/8/2016: SFM (Goldman Sachs Global Retailing Conference) Cost deflation: 60% of SFM’s business is perishables where co. is seeing high deflation in every single category – dairy, deli, produce, bulk, meat and seafood.  Short-live cost deflation in 1 or 2 categories can help grocers improve their margins; it’s when cost deflation is broad-based […]
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