Trinity Industries will see elevated demand for its rail cars and barges as long as the American energy boom continues, says John Wilson, CEO of Sprott Asset Management. Wilson says low natural gas prices are also helping Trinity since energy is one of its larger input costs. He is also bullish on shares of NXP Semiconductors and says the stock remains cheap despite its strong performance over the past year, mostly due to its auto exposure. Finally, he likes GM's stock and says the recall investigation will not hurting the automaker in the long term.

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