Trading the Spread
Value, contrarian, event-driven, growth at reasonable price

The Greenbrier Companies: A Call Option On America's Energy Renaissance

One of the major macro themes that investors and investment firms are positioning around today is the boom in North American energy production. Obvious first derivative plays such as Master Limited Partnerships ("MLPs") and rail operators have all enjoyed strong performance and swelling valuations over the past several years as a wide swath of investors have crowded into the trade. However, one interesting area that many investors seem to be overlooking is suppliers to the railroad companies, which would be a beneficiary as rails expand capacity to meet demand.

In this article, I will describe how one such supplier - small-cap industry leader Greenbrier Companies (NYSE:GBX) ("Greenbrier" or "the Company") - is well positioned to benefit from America's...

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