CSX Corp

  • 5 Dividend Companies in a Bubble?

    By Karin Hernandez - May 20, 2013 | Tickers: AAPL, KO, CSX, PSX, PG

    The latest word I’ve been hearing in regards to the popularity of dividend companies is “bubble.” People are arguing that many dividend stocks are being bid up in a frenzy of income hunting, and that eventually the frenzy will hit a saturation point and the bubble will burst.

    I argue that dividend companies, by their very nature, are incapable of sustaining bubble-like price increases. Because the dividend yield is more »

  • Play the Coal Rebound With These Stocks

    By Mark Yagalla - May 16, 2013 | Tickers: ACI, CNX, CSX, NSC

    It's important for investors to understand that there are two types of coal mined. The first is thermal coal which is used by power plants to heat homes. The second is metallurgical coal which is used by steel plants to produce steel. Each one has been affected by different market dynamics that delivered a two-prong hit to the entire coal industry.

    Thermal coal has been hit by cheap natural more »

  • 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 »

  • How Is This Company Pleased With Its Performance?

    By Chad Henage - May 6, 2013 | Tickers: CSX, NSC, UNP

    I understand the need for companies to put on a good front and say that they are pleased with the work of their employees. However, sometimes a CEO needs to step up and just tell it like it is. Unfortunately for Norfolk Southern (NYSE: NSC) investors, this isn't happening. The reality is, this company is doing worse than their competition by three different metrics, and management isn't owning more »

  • Which Is the Best of the Railroads?

    By Robert Ciura - May 3, 2013 | Tickers: CSX, NSC, UNP

    Railroads are often seen as a bellwether for the broader economy because of the amount of retail and manufactured goods they transport across the nation. Norfolk Southern (NYSE: NSC) operates approximately 20,000 route miles in 22 states and serves every major container port in the eastern United States. CSX (NYSE: CSX) serves major markets in the eastern United States and has access to over 70 ocean, river and lake more »

  • 2 Defensive Stocks at Attractive Prices

    By Jordan Wathen - May 1, 2013 | Tickers: CSX, UNP

    Railroads are the defensive investment of the old days, a favorite of famed value investor Benjamin Graham for their stability, wide economic moats, and efficiency in shipping goods across the United States.

    Today, railroads appear to be reasonably valued as defensive plays.

    Mitigating risks

    One of the biggest risks to American railroads is their reliance on coal-based revenue. Railroads are responsible for shipping the majority of coal in the United more »

  • The "Monopoly Man" Had It Right: Competition Stinks!

    By Adem Tahiri - May 1, 2013 | Tickers: CMG, CSX, NSC, UNP, YUM

    Whether you preferred the thimble, the shoe, or the top hat, Monopoly was a childhood game that many of us enjoyed. And while the "get out of jail free" card was fun, the best part of the game was owning multiple properties, building hotels and houses, and jacking up rents. 

    We can reclaim some of that childhood nostalgia by investing in "monopoly" stocks--companies that have relatively few investors. Monopoly stocks more »

  • Should You Hop Onto These Stocks?

    By Austin Higgins - April 27, 2013 | Tickers: CSX, KSU, UNP

    Railways have historically been popular investment vehicles. Transportation is an important aspect of domestic and global commerce, so much so that Warren Buffett’s company Berkshire Hathaway purchased one of the largest rail companies a few years ago. Here are three other railroad companies to look at for your portfolio.

    Kansas City Southern (NYSE: KSU) operates railroads in the Midwest and Southeast regions of the United States. It also operates more »

  • There Is No One Better in This Industry

    By Chad Henage - April 27, 2013 | Tickers: CSX, NSC, UNP

    When you compare the company to its peers, and find that they are the best at many performance metrics, it's a good bet the stock will perform well. Unless the whole industry is in decline, a company that outperforms its peers, gives an investor some comfort when the market's waters get rough. If you are looking for the leader in the railroad industry, look no further than Union more »

  • 5 Ways This Company Is Getting Back on Track

    By Chad Henage - April 24, 2013 | Tickers: CSX, NSC, UNP

    Many investors pay a lot of money for magazine subscriptions, newsletters, and other research to try and determine the direction of the economy. In truth, most of these could probably be replaced by the ownership of just one railroad stock. I've argued in the past that railroad earnings reports are like a multi-industry cheat sheet. One example is CSX (NYSE: CSX), which gives investors great information about the economy more »

  • 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.

    Union Pacific (NYSE: UNP) and CSX Corp. (NYSE: CSXmore »)

  • Not Impressed With the CSX Buyback Plan

    By Mark Holder - April 22, 2013 | Tickers: CSX, NSC, UNP

    The purpose of a stock buyback plan should be to utilize excess cash to buy a significantly undervalued asset. In this case, the undervalued asset is the stock of the company involved. In order to even announce a buyback, the stock should be significantly cheap on a historical basis and future earnings expectations. For the stock to be significantly cheap, the company should be in a position that existing cash more »

  • 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 »

  • 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 »

  • Hello Railroad Investors - Forget Coal

    By Zain Abbas - April 14, 2013 | Tickers: CSX, NSC, UNP

    Railroad investors have long been crying for coal volumes and how a secular decline in the coal demand has devastated the railroad industry. However, amid this lamentation, many haven’t realized that these stocks have moved up more 20% since the start of the year, as shown by the graph below:

    What has caused this upward movement? Well, those who closely follow railroad industry surely know that the shale gas more »

  • 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 »

  • 5 Dividend Winners for This Market

    By Adem Tahiri - March 28, 2013 | Tickers: CSX, GIS, NSC, OLN, POT

    Dividends are the stock market's great safety net. No matter what turbulence the market may bring, cash in your pocket will always be in-style. The trick to getting dividend investing right is to pick companies that have strong yields and good prospects, so they can increase the dividend. Look for stocks with these two characteristics:

    1. A low pay-out ratio. This is the percentage of cash a company pays to more »
  • Which Railroad Stock to Pick Between These Two?

    By Aman Jain - March 18, 2013 | Tickers: CSX, KSU, NSC

    Railways are the best when it comes to cargo as they can carry far more cargo than a truck or plane along with offering a wider and reliable range of weights and shipment times. After the deregulation of the rail industry in the 1980’s, the companies have been allowed to work more profitably and have also enjoyed market-beating returns. The main reasons for these successes are the improvement in more »

  • This Industry Will Soar in the Recovering Economy

    By Matthew Frankel - March 15, 2013 | Tickers: BRK-B, BRK-A, CSX, NSC, UNP

    One of the largest U.S. rail network operators, CSX Corp. (NYSE: CSX), has performed very well for its shareholders. Over the past decade alone, shares have risen by 440% and the dividend has increased pretty consistently over that period. Despite the gains, I think the rail transportation industry still has a lot of upside due to the continued economic recovery as well as shareholder-friendly management.

    With about 21,000 more »

  • This Company Could Become One of Warren Buffett's Favorites (Part 6)

    By Anh HOANG - March 14, 2013 | Tickers: CSX, NSC, UNP

    In the search for long-term investment opportunities, I am quite interested in the sustainable businesses that are cheaply or reasonably valued on the stock market. Using StarMine data, Thompson Reuters’ senior analyst John Kozey listed 28 businesses that could become one of Warren Buffett’s favorites. In this article, I will cover one industrial company on that list. It is CSX Corporation (NYSE: CSX), a transportation service company.

    Business snapshot more »

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