Strong brand recognition. Lacks leadership and knowledge on current consumer trends. Will finds the right balance in the near future.

Consistent long-term growth and solid brand value.

Super strong cash flow from products that are as consistently purchases as the sun comes up.

There will be a strong increase in demand for rail cars and this is one of leaders in rail car manufacturing. It has had a nice run in the past several weeks but it can go higher. I would hope it gets knocked on valuation and then create a new buying opportunity. I would put a small position on now and then buy it down...if we a lucky.

Consistent with execution and may be the leader of the discount broker consolidation phase in the next few years.

They have a product for every economic environment.

Was trading less than 1 times book value, even thought it has had a big run up, the stock is still pretty cheap and the outlook for the trucking industry is looking better.

Leader in rail car and barge sales and leasing. Again a play on the increasing demand for these limited assets. Again, a nice run but hopefully we see a pull back and a buying opportunity. Buy a little now and add as it comes in.