Cash in on the rebuilding boom

Greenbrier (GBX, $27) makes and leases railcars that transport everything from grain to liquefied gas. It is the leading manufacturer of the "intermodal cars," which carry the large freight containers used on trucks and ships.

"As international trade grows, we'll see more people use this versatile product," says Edward Maraccini, a portfolio manager at Johnson Asset Management, which owns about 60,000 shares of Greenbrier. "With fuel costs rising, rail also has an advantage over trucking because it uses less gas to transport freight."

Greenbrier recently closed its struggling Canadian manufacturing unit the only part of its business that was not thriving - and increased its railcar-delivery forecast for the entire year. The stock trades at ten times estimated 2008 earnings and offers a dividend yield of 1.2%.