"A focal point of China's ambitious $586 billion stimulus package will be railroads; in fact, investment in railways has already tripled over this time last year." explains value Investor Nathan Slaughter.
In his Half-Priced Stocks he adds, "Guangshen Railway Limited (NYSE: GSH) looks to be an obvious choice to benefit from this trend. Indeed, pricing flexibility, stellar efficiency and utilization has made Guangshen the most profitable rail company in China."
"Growth in China's railways doesn't come as a surprise. Years before this plan was put in motion, China already had bold ideas about building out its railway system -- and was bankrolling those ideas with about $200 billion in government cash.
Cramer on BloggingStocks: The Fed's push for TARP payback 
Hewlett-Packard reports growth in profit and operating margin in Q4
Google's plan for netbook PCs moves higher into the clouds
