The Perfect Time To Pick Up A Name That Has Been Derailed
- Published: 15 March 2017
Freight America (NASDAQ:RAIL) is known for making coal cars. It is something the company has done since 1901, so investors should be forgiven if they have missed recent diversification efforts. This move into non-coal railcars has strengthened the company's overall business, but it comes when the cyclical railcar industry is entering a downturn. Luckily, RAIL's balance sheet is strong, and it should emerge from the cycle more profitable than ever. Investors can collect a solid dividend and should see a total return close to 70% at the mid-point of the next cycle, which could be sooner than many Wall Street experts believe. Oh, and if coal use improves more than expected, returns could be even better...
My most recent article is now available on Seeking Alpha Pro.
The February Edition of the Tuzz Report is Out!
- Published: 08 February 2017
My Most Popular Post Ever on Seeking Alpha
- Published: 23 January 2017
I have written extensively about dozens of companies on Seeking Alpha, but strangely enough it's this article that I wrote about finding great value ideas that has received the most attention. It is especially relevant as we start the new year:
How Do You Find Value Investment Ideas?
I've got the fire roaring, eggnog in hand, enjoying some downtime during the hectic holiday season. The New Year is approaching, which inevitably has me looking back over the investment year that was. There were some successes and, as always, there were some failures. I still flinch while thinking about my ill-timed "deworsification" into the Russian stock market.
One question I always try to answer is, "How exactly did I find my best ideas?"