Canadian National Railway
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This Sector Is Booming and Nobody Seems to Have Noticed
By Nauman Aly - May 23, 2013 | Tickers: CNI, CP, KSU, NSC, UNP
There’s a sector that’s been booming in recent months, and almost nobody seems to have noticed. That sector is—surprise—railroads. The bluest of blue chips have seen surging share prices, revenues, and earnings per share lately. The boom seems to be across the board, not just in a few big players.
A little railroad that could
The surge in share prices for rail operators has been phenomenal more » -
Siemens, Caterpillar and Westport: Will These Big Engines Stay on Track?
By Scott Levine - May 19, 2013 | Tickers: BRK-A, CNI, CAT, CLNE, SI, WPRT
When people think of revolutions in transportation, they probably don’t think of the railroads. But, that might be changing sooner rather than later.
All Aboard!
Amtrak, last week, revealed a plan to replace 70 of its older locomotives with newer, more efficient models. Utilizing a braking system which converts 100% of the energy it uses back to the electric grid, the new engines, built by Siemens AG (NYSE: SImore »)
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Rails Turning on to Natural Gas
By Howard Rothman - May 13, 2013 | Tickers: BRK-B, CNI, CSX, NSC, UNP
Driving that train, high on… natural gas? Granted, it isn’t as catchy as the Grateful Dead original. But if major North American freight railroads keep moving as they are, this could be the version many are singing well into the 21st century.
Freight railroads have never been very exciting. They operate much the same today as they have for more than a century, and few of us think about more »
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3 Railroad Companies for Your Portfolio Today and Forever
By William Bias - May 7, 2013 | Tickers: CNI, UNP, WAB
Railroads represent a crucial function in industrial civilization. They provide a quick and efficient means of transporting goods such as automobiles, chemicals, minerals, and even crops. Railroad companies operating today sit behind a wide moat. It takes a great deal of capital to build and maintain a railroad infrastructure. The three companies discussed below hold an edge in efficiency, pricing power, and competitive positioning making them worthy of a long more »
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Should You Ride These Rails or Wave Them Goodbye?
By AnnaLisa Kraft - April 23, 2013 | Tickers: CNI, CP, CSX, UNP
Who isn't enthralled by the sound of a train whistle in the distance? Billionaire investors like Whitney Tilson, Bill Ackman, and Warren Bufffett are certainly enamored of the rails. And why not, when some of these have run up 60% over the last year. Not to mention the railroads offer the safety of yield while you ride along with them.
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Is Canadian Pacific Railway Overbought?
By Michael Hooper - April 18, 2013 | Tickers: CNI, CP, UNP
Three years ago, shares of Canadian Pacific Railway Limited (NYSE: CP) were trading at a 5% discount to competitor Canadian National Railway (NYSE: CNI)). Since then, Canadian Pacific's stock has chugged past its competitor by climbing 107.5% to $123.37 per share compared with Canadian National’s 51.1% rise to $95.84 through April 26. But is Canadian Pacific the better railroad? Does Canadian Pacific’s performance more »
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Power of Pricing Helps Railroads Grow Profits
By Michael Hooper - April 18, 2013 | Tickers: CNI, CP, CSX, KSU, NSC, UNP
First-quarter results for CSX Corporation (NYSE: CSX) and Union Pacific Corporation (NYSE: UNP) show these railroads were able to grow earnings despite little or no growth in carloads in the first quarter.
Union Pacific’s first-quarter business volumes, as measured by total revenue carloads, decreased 2% compared to 2012. Volume declines in coal and agricultural products more than offset growth in chemicals, intermodal and automotive shipments.
Union Pacific raised prices more »
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Railroads to Report First Quarter Earnings: What to Expect
By Michael Hooper - April 17, 2013 | Tickers: CNI, CP, CSX, KSU, NSC, UNP
Railroads will report mixed results for first-quarter earnings. The railroads' energy shipments were up over 50% in the first quarter, but shipments of coal, grain and metallic ores were down. Total traffic through the first 13 weeks of the year climbed a modest 0.7%, according to the Association of American Railroads.
Kansas City Southern (NYSE: KSU) will be the first to report earnings on Friday.
A review of traffic more »
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Railroads: A Value Pick and a Growth Pick for Keeps
By Piyush Arora - April 15, 2013 | Tickers: CNI, CP, NSC
For a long time, the future of railroad companies has been tied down to coal demand in the U.S. But, the shale gas boom in North America has presented natural gas as a cheap and eco-friendly alternative for coal. Although coal demand in the U.S is slumping, developing countries like India and China are rapidly moving towards coal gasification plants, and their coal requirement is increasing faster than more »
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All Aboard and on Track with the Major Railroad Players
By Michael Ugulini - April 12, 2013 | Tickers: CNI, CP, KSU, UNP
Most men who have really lived have had, in some share, their great adventure. This railway is mine. - James J. Hill (1838-1916) (Railroad Executive-Great Northern Railway builder)
James J. Hill was a railroad tycoon whose railroads spanned from the Great Lakes to the Pacific Northwest, from Canada to the South, and eventually across the Pacific to the Orient. His life's work certainly was a railroad adventure. Today, an investing more »
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These Stocks Are Still on Track
By Shweta Dubey - April 6, 2013 | Tickers: CNI, CP, UNP
The weakness in the domestic coal industry has directly affected railroad transportation stocks. Increased substitution by natural gas in place of coal for electricity generation has decreased the overall volume of coal transported in the country. This has influenced the 2012 revenue of railroad companies, and is expected to exert some pressure in the future as well.
On the other side, there is still hope that the boom in the more »
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These Stocks Are Still On Track
By Shweta Dubey - April 3, 2013 | Tickers: CNI, CP, UNP
The weakness in the domestic coal industry has directly affected the railroad transportation stocks. Increased substitution by natural gas in place of coal for electricity generation has decreased the overall volume of coal transported in the country. This has influenced the 2012 revenues for railroad companies and is expected to exert some pressure in the future as well. On the other side, there is still hope that the boom in more »
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3 Reasons to Invest in Railroads
By Andrés Cardenal - April 3, 2013 | Tickers: CNI, CP, CSX, NSC, UNP
The railroad industry has gained attention from analysts and investors over the last couple of years, even investing superstar Warren Buffett made a big move in this sector by purchasing Burlington Northern in 2010 for nearly $44 billion. In case you were wondering, it´s not too late to hop on the train.
1. Competitive Advantages
If there is one thing Buffett likes to see in a company is a more »
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Finding Ideas In Whitney Tilson's Portfolio
By Timothy Green - March 26, 2013 | Tickers: CNI, CP, HHC, LOV
One way to find ideas among the thousands of publicly traded stocks is to look at the holdings of mutual or hedge funds that invest the same way that you do. Whitney Tilson runs Kase Capital, a small value-orientated hedge fund, formerly known as T2 Partners. Kase has some positions that many hedge funds seem to have, like Netflix and Berkshire Hathaway, but there are also some more interesting stocks more »
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Kinder Morgan’s Latest Investment to Benefit Railroads
By Jacob Wolinsky - March 8, 2013 | Tickers: CNI, CP, KMP
ValueWalk.com was started in January 2010, with a focus on value investing and value investors. As the site has grown, the scope has expanded. ValueWalk is now a news site with a team of global reporters covering all breaking financial news with an emphasis on value investing, hedge funds, large asset managers, Tech news, Business news. The site contains archives of famous investors, and many investor resource pages.
The site is famous among the value investing community as one of the best sites for evergreen and new content. ValueWalk has gained popularity among all circles for its breaking stories on hedge funds, and investigative reports on investments by major funds.
You can also check out ValueWalk Premium, where we analyze liquid stocks, which have little to no analyst coverage.
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Are Railroad Stocks Overpriced?
By Michael Hooper - March 6, 2013 | Tickers: CNI, CP, UNP
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3 Ways You Can Play the North American Energy Boom
By Robert Baillieul - February 19, 2013 | Tickers: CNI, ENB, VLO
Regular Motley Fool readers are probably aware that America is in the midst of an energy renaissance. For most of recent history, oil and gas was delivered from the coast and shipped inland. But this has been completely reversed in the past five years due to double digit production growth in the Bakken, Eagle Ford, and Alberta Oil Sands. This shift has created a bull market for mid-stream companies that more »
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Centuries Old, Centuries Strong
By Ash Anderson - January 30, 2013 | Tickers: BRK-A, CNI, CP, CSX, UNP
It was 1753 when England sent over the first steam engine to their colonies in North America. Some years after that Cornelius Vanderbilt, The Commodore, took a large sum of his money and invested it in the railroad industry, and the United States hasn’t been the same since.
Rail is still one of the primary methods of transportation, particularly for natural resources. Companies like Cliffs Natural Resources, an iron more »
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What Has Billionaire Bill Ackman’s Top Investment Been Up To?
By Marshall Hargrave - January 28, 2013 | Tickers: CNI, CP, GWR
What Has Billionaire Bill Ackman’s Top Investment Been Up To?
Billionaire Bill Ackman and Pershing Square Capital have been getting a lot of attention of late, but not for its number one investment, Canadian Pacific (NYSE: CP). All the attention has been about his short position in Herbalife, but Ackman owns 24 million shares of Canadian Pacific, which makes up 23.3% of Ackman’s portfolio and 13.8 more »
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Beat the Market With This "Boring" Top 10 Stock
By Brian Shaw - January 18, 2013 | Tickers: CNI, CP, CSX, NSC, UNP
There are lots of ways to beat the market. While fantastic growth stories like Apple and 3D Systems get a lot of attention, investors in "boring businesses" like Coca Cola and Costco Wholesale have outperformed the market as well in recent years. In the seventh installment of a series identifying ten great businesses that should be considered for any investor's portfolio, today's top 10 stock is in an more »
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