Industry & Services >> Analyst Interviews >> September 7, 2012

Railroad Fundamentals Have Significant Runway to Gain Share Over the Long Term

Granger, Jason
Jason Granger is a Vice President of BMO Capital Markets. He joined the company in 2004 and covers the trucking sector and other diversified industrials companies. Before joining the firm, Mr. Granger worked for six years in finance, accounting and business planning roles with a large forest products company and for PricewaterhouseCoopers. Mr. Granger holds a BBA from Simon Fraser University and an MBA from York University. He also has a designation as a Chartered Accountant and is a CFA charterholder. Profile
Chamoun, Fadi
Fadi Chamoun is a Managing Director of BMO Capital Markets. He has more than 12 years of experience covering transportation and industrial stocks, and has consistently been top ranked in the Brendan Wood Canadian Equity Research survey. Mr. Chamoun graduated with an M.S. in finance from Ecole des Hautes Etudes Commerciales in Montreal. Profile
TWST: Please give us a brief overview of your coverage universe to get us started.

Mr. Granger: I cover 15 diversified industrial stocks, including seven trucking stocks in the