American Railcar Industries, Inc.

  • Alternative Plays on the Oil Revolution

    By Rupert Hargreaves - August 14, 2013 | Tickers: ARII, RAIL, OILT

    The best way to play the US oil revolution was through the refiners. However, recent movements in the market have sent the price of WTI crude rapidly higher, crushing the Brent-WTI differential and hitting refiner's profitability across the country.

    Fortunately, there is another way to play the oil rush and that is through pipelines and more importantly rail road stocks.

    The runt of the litter

    Unfortunately, one company that more »

  • A SWOT Analysis of American Railcar and FreightCar America

    By Rupert Hargreaves - July 30, 2013 | Tickers: ARII, RAIL, UNP

    A key part of the economic recovery is infrastructure growth and a good way to play this trend lies in the railroad stocks.

    However, I am less interested in  the traditional railroad companies such as Union Pacific (NYSE: UNP) and CSX but the rail car manufacturers, in particular, American Railcar Industries (NASDAQ: ARII) and FreightCar America (NASDAQ: RAIL).

    Both companies have their strengths and weaknesses and the best way to more »

  • This Company Is on the Right Track

    By Jon Quast - July 8, 2013 | Tickers: ARII, RAIL, GBX, UNP

    American Railcar Industries (NASDAQ: ARII) peaked at $47 per share back in April. Since then, the stock has declined nearly 30% to its current price. A 30% drop is enough to make even an adrenaline addict's stomach sick. This red flag may be enough to keep the average investor away. But, if you look closely, you may find this railroad stock to be right on track.

    Why the 30 more »

  • John Neff’s GYP Ratio Makes the Case for These 5 Dividend Stocks

    By Meena Krishnamsetty - June 4, 2013 | Tickers: AYR, ARII, F, HLF, TGH

    John Neff was an investing genius who viewed himself as “a low price-to-earnings investor.” During his 31-year tenure at Vanguard's Windsor Fund, Neff was producing annual total returns of 13.7%, on average, easily outperforming the market’s returns over the same time horizon. He followed an investment approach of picking undervalued stocks with reasonable earnings growth that were trading at earnings multiples between 40% and 60% below the more »

  • 3 Companies Helping Ship Oil by Rail

    By Robert Zimmerman - April 6, 2013 | Tickers: ARII, KSU, WAB

    Bringing oil out of the Bakken shale oil play limits its availability to US and Canadian refineries. Simply stated, oil production boomed too fast for existing pipelines to handle. To ship oil out of the Midwest and to coastal refineries, oil producers have turned to rail as a transportation alternative. Although more expensive than pipeline, rail gets oil where it’s wanted. The future looks good for increased oil transport more »

  • Is it Worth Piggybacking the Iconic Carl Icahn?

    By AnnaLisa Kraft - April 1, 2013 | Tickers: ARII, IEP, RIG

    Whatever Carl Icahn is drinking I want some! How this septuagenarian activist-investor keeps running like the Energizer bunny is what intrigues me.

    According to the latest Forbes profile on Icahn he drinks Coke out of a crystal cup. Another Coke lover, like fellow iconic investor Warren Buffett. The only other similarity between Icahn and Buffett is their fondness for the rails with Icahn having held American Railcar Industries (NASDAQ: ARIImore »)

  • Riding on Mr. Icahn's Coattails

    By Robert Hanley - April 1, 2013 | Tickers: ARII, CVI, FDML

    Like him or hate him, Carl Icahn has built a multi-billion dollar fortune based on an ability to discern value and an unwavering dedication to realizing the desired results for himself and his partners. While his earlier methods were somewhat dubious, Mr. Icahn’s recent activities are indicative of a long-term strategy. Indeed, he returned outside partners' money and folded his funds into publicly-traded Icahn Enterprises back in 2011. So more »

  • Time To Make Money From Your Holdings

    By Declan Fallon - March 20, 2013 | Tickers: ARII, KKD, MDSO, THC, TSO

    In my Investing Strategy, I like to sniff around stocks which I have featured, when the S&P has experienced a period of selling. At current valuations, the S&P is at a point where I prefer to be lightening the load, or looking at setting up some covered calls to generate some funds. I had suggested some covered call opportunities on Feb. 1 around Tesoro Corporation (NYSE: TSO), Krispy more »

  • A Train of Thought

    By Trasha Hickman - March 6, 2013 | Tickers: ARII, CSX, GBX

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    One of the little known secrets is in investing in the freight trains, cargo trains and the train builders. One of the companies to closely watch is The Greenbrier  Companies (NYSE: GBX).  GBX is about $21.00.  It has a nice balance sheet; however, last quarter they missed earnings like most companies in this sectors. I started looking at it when it was trading at $15.00.  At the time more »

  • FreightCar America: Cheaper And Safer Than Peers

    By Mark Lin - February 15, 2013 | Tickers: ARII, RAIL, GBX, TRN

    FreightCar America (NASDAQ: RAIL) manufactures railroad freight cars, supplies railcar parts, leases freight cars through its JAIX Leasing Company subsidiary, and provides railcar maintenance, repairs, and management through its FreightCar Rail Services, LLC subsidiary. FreightCar America designs and builds coal cars, bulk commodity cars, flat cars, mill gondola cars, intermodal cars, coil steel cars and motor vehicle carriers. It is headquartered in Chicago, Illinois and has facilities in the following more »

  • Legendary Investors Love This Sector

    By Robert Hanley - January 15, 2013 | Tickers: ARII, BRK-B, GBX | Editor's Choice

    Berkshire Hathaway’s (NYSE: BRK-B) Chairman Warren Buffett made a big bet on the rail business in 2010 with his acquisition of Burlington Northern, a major part of America’s railroad infrastructure.  The company also competes in the rail services business through its ownership of Union Tank Car, the Chicago-based manufacturer of railcars and related components.  Those investments have continued to pay dividends in 2012, as rising auto shipments led more »

  • What You Need to Know About Trinity

    By Ron Chatterjee - January 8, 2013 | Tickers: ARII, TXI, GBX, TRN, WAB

    On the 14th of this month, Trinity Industries (NYSE: TRN) announced that, through a wholly owned subsidiary, it has acquired the assets of Armstrong Bros. Holding Co., a Michigan-based manufacturer and lessor of trench shields and shoring equipment for the underground construction industry, for a total price of $40 million. This $40 million acquires net working capital, rental fleet assets, associated manufacturing and operational facilities, and certain patents and trademarks more »

  • Is This Railcar Maker a Buy After Icahn's Offer?

    By Anh HOANG - December 24, 2012 | Tickers: ARII, GBX, TRN

    The famous 76-year old activist investor Carl Icahn got himself busy again at the end of 2012 with his plan to take over the railroad transportation equipment provider Greenbrier Companies (NYSE: GBX) for around $543 million, or $20 per share. The offer was only a 5% premium to last Monday's trading price of $18.97. Carl Icahn, who owned 56% of American Railcar Industries (NASDAQ: ARII), is pushing for more »

  • Riding the Oil Train Pipeline

    By Michael Mistaleski - December 16, 2012 | Tickers: ARII, CP, KSU

    Let's talk about an indirect way to play the Bakken oil boom. Kansas City Southern (NYSE: KSU) and Canadian Pacific (NYSE: CP) are two railroad companies taking advantage of the need for rail transportation in the area. But let's not forget a key aspect and that would be the railcars themselves, manufactured by American Railcar Industries (NASDAQ: ARII).

    According to the North Dakota Industrial Commission, the state produced more »

  • Should You Join Billionaire Carl Icahn in Greenbrier?

    By Meena Krishnamsetty - November 15, 2012 | Tickers: ARII, CSX, GMT, GBX, UNP

    Shares in The Greenbrier Companies (NYSE: GBX) rose about 15% on November 13 after billionaire Carl Icahn’s money management group reported that it had acquired 10% of the company’s shares outstanding, or 2.7 million shares. Icahn indicated that he was interested in exploring “strategic opportunities” for the manufacturer of railcars. His most recent 13F filing reported a steady position in American Railcar Industries (NASDAQ: ARII); that company more »

  • Railroading Profit

    By Declan Fallon - August 30, 2012 | Tickers: ARII, GBX, TRN

    The Transport sector has held its ground despite the limping economy, it's resilience a suggestion of better times ahead despite what headlines might suggest.  A pick up in Transport activity is generally a sign of improving business conditions; and new highs in transport stocks is a good lead for gains in Industrials and Consumer Discretionary sectors and the broader economy as a whole.

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    ARII data by YCharts

    Within the more »

  • The Temporary Lull in John Deere Stock

    By John Mylant - April 26, 2012 | Tickers: ARII, DE

    There is no doubt that John Deere (NYSE: DE) is a strong global company that is doing well and will continue to do well long term. But it has not done so well since mid February when it peaked around 88 and presently trades around 80. We expect the company will be a good long term buy but in the short term we do not expect the downward trend to more »