2024-04-04 09:45:19 ET
Summary
- The Greenbrier Companies shares have returned 52.5% in the past five months, outperforming the S&P 500.
- Greenbrier is about to release earnings, and the author reviews the financial results and forecasts sales and margin growth.
- Concerns about the sustainability of the dividend remain, and the author suggests that Treasury Notes offer superior risk adjusted returns.
Greenbrier Q2 Earnings Preview:
It’s been just under five months since I last wrote about The Greenbrier Companies, Inc. ( GBX ), and in that time the shares have returned about 52.5% against a gain of about 19.4% for the S&P 500 (SP500). It’s too bad that I was cautious and avoided this uptick. I fretted that the stock came with too much risk at a time when the company offered up too little return, and I expressed that fear in an article with the monumentally original title: “Greenbrier Companies: Too Much Risk, Too Little Return.”...
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Greenbrier Stock: Likely To Have A Great Quarter, And I'm Still Avoiding