Greenbrier: 3-Point Strategic Plan Launched 3 Years Ago Is Bearing Fruit | Seeking Alpha – Michael Fitzsimmons

The Greenbrier Companies (NYSE:GBX) is a leading provider of railcars, railcar wheels and parts, leasing, and other railroad services. This year, GBX formed a 50/50 joint venture with Watco Companies – GBW Railcar Services, LLC – the largest independent railcar repair shop network in North America. Greenbrier is therefore in an excellent position to benefit from new mandatory vapor reduction and tanker car safety regulations facing the crude oil transport industry. GBX began a strategic transformational plan three years ago. The first and most important initiative of the plan was to implement a flexible and low-cost manufacturing footprint to expand margins. The effort is coming to fruition just in time for a big uptick in orders. The combination means a very bullish outlook for 2015-2016. A recent sell-off in the stock, combined with new tank car safety regulations, increasing revenue growth, and expanding margins makes GBX a STRONG BUY.

via Greenbrier: 3-Point Strategic Plan Launched 3 Years Ago Is Bearing Fruit – The Greenbrier Companies, Inc. (NYSE:GBX) | Seeking Alpha.

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