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Enterprising Investor

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Re: fung_derf post# 130

Friday, 02/19/2016 12:26:05 PM

Friday, February 19, 2016 12:26:05 PM

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NSC is a railroad, not a industrial manufacturing company. Transportation stocks are doing well today.

GMT is the global leader in railcar leasing and world's largest lessor of tank cars. Shareholders are suffering today. I have been one for more than two decades.

The world is in a "unofficial" recession. Capital budgets are being slashed. This impacts companies in the industrial sectors from AA to X.

"Someone said it takes 30 years to be an instant success" - Gabriel Barbier-Mueller, CEO of Harwood International

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