The trade war that President Trump has started forcing the shipping railway to put themselves in the reaction chain. The customs tariff will enter Mexico, Canada, China and Europe the commercial network. In 2024 alone, the American railway transported $ 203.1 billion of goods throughout the Canadian and Mexican borders. The railway sector is still a vital economic engine, generating $ 233.4 billion in production and supporting nearly 750,000 jobs in 2023. Meanwhile, the railways showed its long -term growth by investing 26.8 billion dollars in infrastructure last year.
While a lot of attention was on cars and consumer goods, chemicals are a critical piece of the mystery. The United States exported more than $ 28 billion of chemicals to Canada last year and imported about $ 25 billion, making Canada the largest chemical resource. Canada also plays a strategic role in critical metal supply chains in the United States, the production of EV batteries, energy imports, including crude oil, natural gas and electricity. Industry experts warn that the new customs tariff can increase costs across sectors, of chemicals used in drinking water to the building materials such as wood, which creates a potential pressure of inflation.
Despite the risks, Wall Street is still optimistic with caution. Analysts believe that the supply chain can adapt, especially for goods such as wood that already faces a very slope tariff. Early signs indicate that the administration is deliberately moving, giving companies time to control strategies. Railways and shipping remain central players, especially with car exports in Mexico, 70 % of them move with railways, and chemicals depend heavily on logistical services across the border. In the long run, the trade war can test the power of USMCA relations and ripples through the supply chains in North America, but at the present time, companies are preparing as management indicates a gradual approach.
In November 2024, Joe Hinrich, CEO of the leading American railway company, shared an insight with CNBC Jim CRAMER, which is still correct today:
“From our point of view, in fact, as long as it will come to the United States, we will transfer it to a place. If the definitions change the commercial portfolio – as long as the economy grows, we will be part of it.”
Warren Buffett is a major investor in the railway industry and commented that the railway industry, including BNSF, is “better work now” than it was in the past. With this view, let’s take a look at some of the best railways accumulated by billionaires.
Is Trinity Industries (TRN) among the best railways to buy according to billionaires?
A shipping train rolling across the countryside carries a full range of products.
In this article, we focused on setting a list of all railways and railways listed in the United States. Using the Monkey 2024 database from Insider, we have examined billionaire feelings for each arrow and we chose 10 most popular. The shares are classified as an upward arrangement based on the number of billionaire investors as of the second quarter of 2024.
Why are we interested in the arrows that accumulate hedge boxes? The reason is simple: Our research showed that we can outperform the market by imitating the best stock choices for the best hedge boxes. The quarterly newsletter strategy chooses 14 small stocks of large and large rule every quarter, and has returned by 373.4 % since May 2014, overcoming its standard by 218 percentage points (See more details here).
The number of billionaires investors: 8
The billionaire billionaire value: 65,860,700 dollars
Trinity Industries, Inc. (NYSE: TRN) is a major player in the railway industry in North America. The company is involved in renting, service, and manufacturing railway vehicles. Its rental sector is not only interrogating the shipping railway and tanks, but also provides the maintenance and management of the fleet and the support of logistics. Trinity has managed a fleet of about 110,000 railways that serve agriculture, energy, chemicals and consumer commodity sectors. It is one of the best iron railways to consider.
On March 31, Trinity Industries, Inc. announced (NYSE: TRN) for the distribution of a quarterly cash profit of $ 0.30 per share. Distribution of profits will be paid on April 30, to registered shareholders as of April 15. This is the 244th profit distribution payments.
Trinity Industries, Inc. registered. This growth nourished high rental rates and strongest margins and increased external repair activity. The company’s modified return on shares reached 14.6 %, within its target scope. The cash flow from the operations also witnessed a large boost, as it increased by 65 % to 645 million dollars. TRN’s CAIRCAR rental and services set for revenue increased by 10 % for this year, as it has succeeded in re -equipping more than half of the fleet at better rates while maintaining high use. Meanwhile, the railway products collection improved profits by 68 %, due to the most smooth and business efficiency, although the revenues remained fixed.
According to the Q4 database of Insider Monkey, Trinity Industries, Inc. was. (NYSE: TRN) part of 8 billionaires. Billionaire Kane Fisher Fisher Asset Management He was one of the senior shareholders in the company, where she remained 253,871 shares worth $ 8.91 million.
Generally, TRN The eighth rank Among the best railways to buy according to billionaires. While we acknowledge the capabilities of TN as an investment, our condemnation lies in the belief that artificial intelligence shares are more promises to make higher returns, and do so in a shorter time frame. Amnesty International has increased since the beginning of 2025, while famous artificial intelligence shares have lost about 25 %. If you are looking for the most promising Amnesty International share than TRN but is trading less than 5 times its profits, check our report on this The cheapest inventory of artificial intelligence.
