Justin Bergner Discusses the Railcar Stocks

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The railcar stocks are principally railcar lessor GATX, railcar manufacturer and lessor Trinity Industries, and railcar manufacturer Greenbrier Companies, along with railcar equipment suppliers Wabtec and Knorr-Bremse. Our firm has long had an interest in the lessors with a large position in GATX smaller positions in Trinity Industries and Greenbrier, although we don’t lose sight of the other names.

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