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This Quarter's Sentiment:
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SocialPicks Community
Warren Buffett Is Still Riding the Rails
CNI
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+25.02%
in
390 days
<> <> As evidence of a bullish long-term outlook for railroads, Warren Buffet's Berskshire recently increased its stake in Burlington Northern (BNI) and the CEO of Kansas City Southern (KSU), Michael Haverty, appeared on Larry Kudlow's show on CNBC Thursday evening, stating that rail transport was showing continued strength in the transport of coal, chemicals, and grains with weakness in the transport of consumer goods and housing related commodities. Berkshire paid $79.65 each to add 825,000 shares of BNI, upping its stake in >>...
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A Mixed Trade in Transports
CNI
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-15.88%
in
45 days
(closed on 10/31/08)
<> Transports have provided a safe haven for investors with the iShares Dow Transports (IYT) registering a small gain over the past year in spite of a meltdown in financials and sharp losses in the overall market averages. The gains in the Dow Transport ETF were largely the result of strong performance by the top four U.S.-based railroads by market cap which I wrote about yesterday as a bullish trade, accounting for over 30% of the stock holdings for IYT. As evidence of increased commercial interest and product developme>...
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A Global Railroad ETF Proposal: A New Way For Investors To Ride The Rails
CNI
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-2.68%
in
39 days
(closed on 09/16/08)
<> My proposed Global Railroad ETF (click on image for full-screen view) includes 28 stocks from worldwide markets with a minimum market cap of $250 million and includes companies from the United States, Canada, Europe, and Asia. CSX ( CSX ) was the best performing domestic railroad in the fund, producing over a 40% return in the last year, including dividends. Rather than trying to pick individual stocks in the railroad industry, my Global Railroad ETF would provide investors with a single investment vehicle that is globally diversified and leveraged to the transport of agricultu>...
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No stopping this train
CNI
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-34.44%
in
245 days
(closed on 03/30/09)
CNI reported a decent quarter in spite of a number of factors that it has been up against: high fuel prices, bad winter, midwest flooding, drop in auto and lumber shipments Going forward, the Prince Rupert port looks to have a positive outcome for CNI, especially with respect to agriculture shipments. If the EJE situation can be resolved to CNI's favor, that'll be a nice pop to their stock price.
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CNI is a BUY
CNI
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+17.23%
in
691 days
High gas prices will make transportation by train much more attractive. Combine this with an industry beating ROE, profit margin, low debt to equity ratio and efficient management from CNI. Titans such as Buffett and Gates are also investing in this industry.
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From the Blogosphere
CNI - Adjustment
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The following adjustment was made today on Canadian National Railway (CNI). All prices include IB commissions.
<>
<table><tbody><tr><th>Date</th><th>Stock</th><th>Description</th><th>Transaction</th><th>Status</th><th>Stock Investment</th><th>Income Generated</th></tr><tr><td>11/24/2009</td><td>CNI</td><td>CSP Margin Used</td><td>CSP 100 CNI @ 50.00</td><td> </td><td>($5,000.00)</td><td> </td></tr><tr><td>11/24/2009</td><td>CNI</td><td>Combined Cost Basis</td><td>$6,201.00 100 @ 62.01</td><td> </td><td> </td><td> </td></tr><tr><td>11/2< />< />><><>>< />< />><>< />< />< />< />< />< />< />< />< />< />< />< />< />><><>>< />< />><>< />< />< />< />< />< />< />< />< />< />< />< />< />< />< />< />< />< />< />< />< />< />< />< />< />< />< />< />< />< />< />< />< />< />< />< />< />< />< />< /><>><>><>><>><>><>><>><>><>><>>< />>><>< />>...
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Canadian National Railway knows efficiency matters
CNI - Adjustment
The following adjustment was made today on Canadian National Railway (CNI):
22-Sep-09 - CSP Margin Used - CSP 100 CNI @ 45.00 - 22-Sep-09 - Combined Cost Basis - $5,701.00 100 @ 57.01 - 22-Sep-09 - Continued Trade - STO 1 Nov09 45.00 Put @ 1.02 -
I allowed the stock to get called away at $40 at Sep expiration. Today I sold the Nov09 45 Put to continue the position as a cash secured put (CSP), which increased my cost basis by $500.
Current Position Summary:
Stock Investment: $5,701.00 Income Generated: $1,196.48 Percent Income Generated: 20.99% Annualized Income Generated: 18.11% Net Profit If...
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On track with Burlington Northern (BNI) and CN Rail (CNI)
Two ways to ride the rails
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"We rate both Burlington Northern Santa Fe (NYSE: BNI) and Canadian National Railway (NYSE: CNI) as buys," says analyst Tom Slee.
The contributing editor to Gordon Pape's Internet Wealth Builder suggetss, "Burlington Northern remains my number one pick in the sector but CN is excellent value at these levels." Here's his bullish review. "Burlington Northern Santa Fe had a relatively good second quarter, posting earnings of $1.18 a share. This is down from $1.34 in 2008 but beat the consensus estimate of $1.01. <>"Year-over-year revenues fell 26% although this was offset by a 33% reduction in co>...
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(-6.49% risk: conservative)
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Railway Stocks
- With rising prices in oil, people are moving to cheaper means of transportation to get commodities and other goods throughout the country. It is theref...
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Rail Transit & Freight
- Rail systems would be the intelligent solution for
high fuel costs. With containers, large shipments are rare to small communities. How about flat deck...
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