Bill Ackman: ‘We are Long-Term Bullish on America’ But Betting Against High-Yield Companies (CNBC) Billionaire investor Bill Ackman told CNBC on Wednesday...
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July 22 - Hedge Funds, Insider Trading - Comments
It’s said that does who don’t learn from history are doomed to repeat it, and by the same token it could be said that those who want to predict...
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May 15 - Hedge Fund Analysis, Hedge Funds, News - Comments
While 2015 was a bad year for railroad stocks owing to the decline in coal and oil prices, some investors think the sector will benefit under the Trump...
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December 5 - Hedge Funds, News - Comments
It’s a green day on Wall Street as all three indexes are higher. The Dow has jumped by 77 points, the S&P is 0.6% in the green, and the NASDAQ...
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October 18 - Earnings Report, News - Comments
Although they may not be high tech, railroad companies can be enormously profitable to own over the long-term. Not only do many railroad companies have...
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August 14 - Hedge Funds, News - Comments
Gabalex Capital Management LLC is a New York-based long/short equity hedge fund started by former Bear Stearns employees Nigel Greig and Kenneth Cowin...
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August 4 - Hedge Fund Analysis, Hedge Funds, News - Comments
Most investors would agree that tracking insider trading activity should play an important role in one’s stock selection and analysis process. After...
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July 22 - Insider Trading, News - Comments
All three indexes are now in the red as some traders take profit from the market’s run-up since the Brexit, while others remain cautious given the...
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July 19 - Earnings Report, Market Movers, News - Comments
After outperforming throughout 2013 and 2014, the railroad industry has started declining gradually since the beginning of 2015 and has emerged as one...
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December 18 - Hedge Funds, News - Comments
Corporate insiders are widely-known for trading in the fashion of contrarian value investors, which might explain why their purchases tend to outperform...
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December 11 - Insider Trading, News - Comments
With the markets edging up on Friday as investors anticipate the Fed delaying a rate hike until next year, some stocks are losing ground on the back...
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October 16 - Market Movers, News - Comments
Kansas City Southern (NYSE:KSU)‘s second quarter EPS of $1.03 marginally beat the estimates by $0.01, while revenues of $585.8 million were $16....
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July 17 - Earnings Report, News - Comments
Andreas Halvorsen’s Viking Global recently increased its exposure to Kansas City Southern (NYSE:KSU) by 1.3 million shares. According to the 13G Form...
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February 6 - Hedge Funds, News - Comments
What’s a smart Kansas City Southern (NYSE:KSU) investor to do? In the 21st century investor’s toolkit, there are a multitude of methods investors...
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September 17 - News - Comments
What’s a smart Canadian National Railway (USA) (NYSE:CNI) investor to do? To the average investor, there are many gauges shareholders can use to...
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September 12 - News - Comments
Railroad company CSX Corporation (NYSE:CSX) has done very well this year, with its stock gaining around 27% year to date. Its recent second-quarter...
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September 3 - News - Comments
Billionaires Warren Buffett and Bill Ackman have helped make investors serious money in the railroad industry over the past couple of years. If you missed...
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August 29 - News - Comments
Norfolk Southern Corp. (NYSE:NSC) investors: listen up. In the financial world, there are plenty of metrics investors can use to track stocks. A couple...
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August 26 - News - Comments
Who loves Canadian Pacific Railway Limited (USA) (NYSE:CP)? In the 21st century investor’s toolkit, there are dozens of methods shareholders can use...
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August 26 - News - Comments
Rail stocks typically generate stable profits as companies in the industry often have well-diversified customer bases. For example, electric power plants...
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August 23 - News - Comments
Are hedgies bullish on trains? More specifically, on CSX Corporation (NYSE:CSX)? If you were to ask many of your fellow readers, hedge funds are seen...
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August 23 - News - Comments
It’s no secret that the auto industry is booming. Sales jumped 14% in July, according to research by Autodata. The industry invested $3.7 billion...
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August 12 - News - Comments
When investing in a publicly traded business you want that company to maintain its ability to generate and grow free cash flow over the long term. Western...
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August 5 - News - Comments
Although its based in Kansas City, Mo., the company is far more than just the north to south rail operator connecting Kansas City, Mo. and Port Arthur...
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July 29 - News - Comments
The Bakken play produces vast amounts of gas and oil that need to be transported, either by pipeline or railroad. Thus, as gas production expands, railroads...
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July 25 - News - Comments
Kansas City Southern (NYSE:KSU) will release its quarterly report on Friday, with the stock having risen to levels it hasn’t seen since it spun...
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July 17 - News - Comments
CSX Corporation (NYSE:CSX) will release its quarterly report next Tuesday, and investors have already prepared for a slight reduction in the company&#...
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July 12 - News - Comments
In the past twelve months, Kansas City Southern (NYSE:KSU) has experienced significant gains on the market, heading from around $70 per share to $112....
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July 10 - News - Comments
The United States is pumping out more crude oil than the country’s pipelines can carry. The risk associated with oil drilling in the United States has...
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July 5 - News - Comments
In May, billionaire Ken Griffin’s Citadel Investment Group filed its 13F for the first quarter of 2013, disclosing many of its long positions in U.S...
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June 18 - Hedge Funds - Comments
Why invest in U.S. railroads? They operate in a seller’s market and enjoy strong pricing power, for one. Two, they have geographically strong moats...
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June 14 - News - Comments
Kansas City Southern (NYSE:KSU) was in 16 hedge funds’ portfolio at the end of the first quarter of 2013. KSU investors should be aware of an increase...
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June 13 - News - Comments
American transportation companies are showing strong signs of life. From the chart below, note how well Dow Transports performed in the last 12 years...
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June 7 - News - Comments
Investors often have a set of metrics that they use to analyze and value each company they investigate. Each of these metrics can be useful, but it is...
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June 4 - News - Comments
For many companies, rising to become part of the S&P 500 (S&P Indices:.INX) represents the pinnacle of their achievement. Given the effort and...
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June 3 - News - Comments
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...
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May 29 - News - Comments
On Monday we saw a handful of companies trade lower after analyst downgrades. Let’s see whether any of them are truly worth selling. M&A Chatter...
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May 23 - News - Comments
Change is uncomfortable. America is entering into a new stage. It is not the supreme world power that it was in the 1990s. Relative to the world economy...
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May 10 - News - Comments
There’s a storm brewing in 2013, and it has major implications for U.S. rail infrastructure. Two important things are happening simultaneously:...
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May 9 - News - Comments
Railways have historically been popular investment vehicles. Transportation is an important aspect of domestic and global commerce, so much so that Warren...
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April 28 - News - Comments
Union Pacific Corporation (NYSE:UNP) has the type of one-year stock chart that dreams are made of, marching steadily higher with very little volatility...
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April 15 - News - Comments
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...
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March 18 - News - Comments
When evaluating a business, most investors concentrate on margins, ROE, ROIC, free cash flow, and a host of other metrics. While important, those measures...
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March 15 - News - Comments
Ever increasing energy costs, along with the slowdown in the housing industry in the past, have forced investors to think about capital appreciation for...
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February 20 - News - Comments
The country’s major railroad companies recently came out with their 4th quarter and 2012 full year earnings. The amount of exposure to the weak coal...
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February 6 - News - Comments
We track insider transactions because we believe that no one knows a company better than the people who work there. It has been proven that insiders tend...
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December 3 - Insider Trading - Comments
Diversification is one of the most important principles of investing- not only for investors themselves, but also for company insiders. Since they have...
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November 26 - Insider Trading - Comments
According to a filing with the SEC, Henry Davis, a Board member at Kansas City Southern (NYSE:KSU) bought 67,300 shares of the company’s stock on November...
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November 23 - Insider Trading - Comments
Norfolk Southern Corp. (NYSE:NSC) recently reported its preliminary financial results based on which we provide a unique peer-based analysis of the company...
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October 24 - Stock Analysis - Comments
CSX Corporation (NYSE:CSX), a $22 billion market cap railroad with a focus on the eastern U.S., reported its third quarter results this week. Revenue...
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October 17 - Stock Analysis - Comments
