The Greenbrier Companies: Setting Up For Another Winning Trade

Summary

  • We called the stock a preferred buy in the 30s in the fall, and shares spiked to the high 40s only to fall back recently.
  • Revenues ramped up and margins are still strong.
  • Keep in mind leadership will change in a few months, and our 2022 projections suggest an attractive valuation here and in the 30s, setting it up for another trade.
  • Looking for more investing ideas like this one? Get them exclusively at BAD BEAT Investing. Learn More »

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As many of our followers know, we have traded many times The Greenbrier Companies (NYSE:GBX). In our most recent column, we called the stock a decent buy in the low $40s, but one

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Analyst’s Disclosure:I/we have a beneficial long position in the shares of GBX either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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