Bryan Kautzman

Four of My Favorite Stocks

I'm watching BNI at the moment with bated breath. Yes, I like the stock at its current price. It might take a couple of years for the price of gas to go up, but when it does, the rails will be overpopulated once again.

Last summer, I took a drive through Gillette, WY, and the sheer number of loaded trains waiting for open tracks to transport coal was absolutely astounding. This was in June. I wanted to buy BNI then, but I knew that the price of gas couldn't go up forever...and once it did hit some resistance, the price of BNI would come down with it.

Never in my wildest dreams did I expect it to drop this far. With an earnings report due on Wednesday, though, I am waiting to dip my ladle into the pot. If they miss earnings expectations, which is extremely likely, they very well could end up being the value play of the year.