Comments for GWR - Stockpickr! Your Source for Stock Ideas

Comments for GWR

Added By	Comments	Type	Date Added
barrons3	Outperform - Price 33.23 on Oct. 7 by Morgan Keegan The government renewed the short-line railroad tax-credit program as part of the Emergency Economic Stabilization Act of 2008, which provides tax credits for...[some] infrastructure investments. We expect GWR to benefit...going forward. Based on our current pretax revenue of E$120.1 million for 2009, reducing our tax-rate assumptions from 38% to 30% would yield about 26 cents a share in earnings. Market cap: $1.2 billion.	Love	October 11, 2008
Steve Old Boy	Genesee & Wyoming is the only public short-line railroad in the U.S. (based in CT), with a $1.6 million market cap. It derives 2/3 of revenue by transporting freight on 47 short-line railroads primarily in North America, as well as Australia, Bolivia and the Netherlands. Remaining revenues come from switching, loading, leasing, fuel sales and crewing operations. While very acquisitive, GWR has a disciplined strategy and an attractive, diversified asset base. Its exposure to coal shipping (at 17% of revenue) is less than half the industry average, so the company should weather a decrease in coal demand much better than other rails.	Love	August 17, 2008
jledyard	Shortline railroad operator	Love	March 07, 2008
barrons2	Outperform-- Price 27.12 on Feb. 19 by Morgan Keegan [This leading international short-line railroad with 5,900+ track miles and another 3,700 via access arrangement] reported 4Q07 [earnings per share] of 37 cents -- beating our and management estimates... . Based on our increased fiscal-year "08 earnings estimate of $1.70 a share, GWR trades at 17.4 times... . GWR benefits from accretive acquisitions ... [plus] growth in nonfreight revenues and pricing power. Market-cap: $957 million.	Love	February 23, 2008
DannyP	GWR operates railroads in the U.S. and other countries around the world. GWR has debt but it also has something a lot of the other larger railroad operators would love and possiblly operate in a more efficient manor. GWR is also in the enviable position to acquire other railroads but their debt may hinder their aspirations. GWR has a PEG of 1.37 and the sector average is 1.04. Time will tell.	Love	November 19, 2007
jozimmerman	Buffet railroads, smaller cap	Love	September 14, 2007
mymacretirement	Let's see how wrong Buffet can be on this	Love	August 23, 2007
Swissbilly	good management low debt	Love	August 14, 2007
NCFREEMASON	Rail Road play. Great small rail company with conservative yet aggressive management. Future dividend play as well. *Growth	Love	July 27, 2007
fiesgeist	growth in rails, takeover target	Love	July 23, 2007
14hailey	exposure to Canada, South America	Love	July 17, 2007
bocx10	exposure to Canada, South America	Love	July 17, 2007
rxrxing	Schwab info	Love	May 17, 2007
vika33	Genesee & Wyoming - cargo/freight carrier/railroad company owned by Warren Buffett's "Berkshire Hathaway".	Love	April 23, 2007
mock portfolio	Play: Genesee & Wyoming (GWR) The Reason: I believe this one would run the most of all the railroads. Highly levered to commodity prices, and highly volatile...	Love	March 09, 2007
william r miller	self	Love	February 07, 2007