Greenbrier Companies On My Bargain-Hunting Watchlist

Zoltan Ban8.59K FollowersFollow5ShareSavePlay(13min)CommentsSummaryGreenbrier Companies is currently rated a hold, with a preference to re-enter at ~$45/share after further pullback.GBX's short-term headwinds include a 19% revenue decline, shrinking order backlog, and macro risks tied to the Iran war and global energy supply.Long-term thesis centers on rail transport demand growth in Europe and the US, driven by reindustrialization and energy efficiency imperatives.Incremental buying is favored to manage downside risk, with an eye on improved dividend yield and valuation upon further price weakness.Stephen Simpson/DigitalVision via Getty Images Investment Thesis Greenbrier Companies (GBX) is well-positioned for the long term, within the context of what I perceive as the start of an era of resource scarcity that will help to gravitate the freight transportThis article was written byZoltan Ban8.59K FollowersFollowMy name is Zoltan Ban, I have a BA in economics. I am a personal investor with two decades of active trading experience.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. 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.