NEW YORK (TheStreet) -- On CNBC's "Cramer's Stop Trading" segment, TheStreet's Jim Cramer, co-manager of the Action Alerts PLUS portfolio, looked at Greenbrier Companies (GBX) , a rail car manufacturer, which announced a large order of 15,000 rail cars valued at around $1.4 billion.
This order "is just monumental," Cramer said. He said Greenbrier as well as railroads such as Norfolk Southern (NSC) and Union Pacific (UNP) will continue to benefit from an increase in oil production in the U.S.
Read More: Warren Buffett's Top 10 Dividend Stocks
Oil companies need to send the oil they pump down to the Gulf of Mexico and to other refineries. Since pipelines have seen a lot of resistance from lawmakers, rail cars are the only reasonable option, he said.
So these companies should continue to benefit from transporting oil, and Greenbrier remains "a great manufacturing story," he concluded.
-- Written by Bret Kenwell in Petoskey, Mich.
TheStreet Ratings team rates GREENBRIER COMPANIES INC as a Buy with a ratings score of A. TheStreet Ratings Team has this to say about their recommendation:
"We rate GREENBRIER COMPANIES INC (GBX) a BUY. This is based on the convergence of positive investment measures, which should help this stock outperform the majority of stocks that we rate. The company's strengths can be seen in multiple areas, such as its robust revenue growth, largely solid financial position with reasonable debt levels by most measures, compelling growth in net income, good cash flow from operations and notable return on equity. We feel these strengths outweigh the fact that the company shows low profit margins."
You can view the full analysis from the report here: GBX Ratings Report