Barron's: The Next Boom

This weekends edition of Barron's featured a great cover story called  Made in America which highlights the cheap natural gas and oil boom occurring within the US and how it is making manufacturing more affordable than producing goods overseas.  This is certainly not a new theme to TAMMA readers as we have been pounding this story for the past few years.

The Barron's article highlights 8 specific companies that they think will do well given the energy boom and related increases in manufacturing.  While we do not agree with all or many of there choices, we do see value in the railroads which the article highlights two companies Union Pacific and Kansas City Southern.

Most of the eight companies featured are large companies but within this strategy we would prefer to find smaller companies with the ability to grow faster or be acquired by one of their larger competitors.