Railcar Manufacturing: ARII or TRN?

Sometimes investing is like being in the Opthamologist exam ... when the Doctor asks .. which is more in focus A or B. So the question might be JPM or WFC; XOM or COP, DELL or HPQ, HD or LOW, WAG or CVS.

Today's stock comparison is Railcar Manufacturing: ARII or TRN?. I'm not an investor in either yet. Trinity Homepage | American Railcar homepage

My own conclusion is that they are both worthwhile considerations for dividend investing. Seeking Apha has a brief article on American Railcar. Conclusion:

ARII trades at a 25 percent discount from its 52-week high. Crude-by-rail traffic is expected to increase by 300,000 units in 2013, nearly offsetting a drop in coal traffic in 2012. On top of that, coal is moved along a rail network that has been established for decades, while crude oil traffic is along a network that is still in development. Carl Icahn holds 55 percent of the outstanding shares of the ARII. The dividend yield is very generous at 2.9 percent on a very safe 31 percent payout ratio. The Graham fair value is $36.22, forward P/E is 8.54 and analysts expect annual EPS growth of 15 percent over the next five years. ARII appears to be undervalued at this level.

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