SocialPicks Sentiment:
** v.s.
other stocks
|
This Quarter's Sentiment:
|
|
|
SocialPicks Community
New Global Transport Composite Index
TRN
|
|
|
+31.92%
in
298 days
New Global Transport Composite Index The table at my website link below presents 45 companies with market caps of at least $200M from each of the five new ETF Innovators global transport indexes, including a database of about 300 companies worldwide. <> The Transport Composite Index is a dynamic, semi-active index with quarterly rebalancing which consists of 45 companies on an equal weight basis from each of the five global transport indexes listed below with the indicated number ...
|
Railroad Index Will Benefit from Infrastructure Spending
TRN
|
|
|
-10.03%
in
27 days
(closed on 01/17/09)
<> 
The table above presents the seven largest companies by market cap in the ETF Innovators [ETFI] Global Railroad PerformIdex among 53 total companies with market caps over $150M which are active in the railroad industry, including rail transport, rail infrastructure, and railcar manufacturing. The Railroad Index fared better than the iShares Dow Transports (IYT) over the past year and the PowerShares Progressive Tranporation Portfolio (PTRP) since its inception in late September.
However, the tabe ...
|
Warren Buffett Is Still Riding the Rails
TRN
|
|
|
-8.41%
in
50 days
(closed on 12/20/08)
<> 
<> 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 ...
|
Ride the Rails to Profits
TRN
|
|
|
-34.30%
in
19 days
(closed on 10/03/08)
<> Global Railroad Index Statistics <>  Top 5 Companies by Market Cap
<> Railroad companies represent a compelling investment theme despite the run-up in the stock prices of major U.S. players in the industry such as Warren Buffett favorite Burlington Northern Santa Fe (BNI), which Berkshire Hathaway owns nearly 64 million shares for an 18% stake . Railroad companies have pricing power as increased demand for the fuel-efficient transport of energy and agricultural commodities is combined with limited near...
|
TRN is a BUY
TRN
From the Blogosphere
Notable Mergers and Acquisitions of the Day 6/19: VLO, SWHC, AXAS
|
<> <>Valero Energy Corporation (NYSE: VLO) announced that the company does not expect to acquire The Dow Chemical Company's (NYSE: DOW) 45% interest in the Total Raffinaderij Nederland N.V. (TRN). Dow has informed the company that Total S.A. (NYSE: TOT) has given official notice that it intends to exercise its right-of-first refusal as the refinery operator and owner of the remaining 55% interest in TRN. Valero had previously announced the agreement to acquire Dow's interest in TRN on May 20, subject to regulatory approval and the right-of-first refusal held by Total."Total's action clearly con...
|
Dow Announces Another $900M in Asset Sales
|
|
|
After speaking with people familiar with Dow's direction, it appears an outright sale of Dow Ag is becoming more remote by the day. What is more often being discussed is a partial sale into a JV or a partial IPO. Either of these scenario's would be acceptable and in all reality, were Dow to IPO part of it and give existing shareholders first crack at pre-IPO pricing, that would be something I would be very interested in.
In press release lingo, "increased flexibility" translates to "we do not have to dump this asset if we don't get 100% of what we want". I'm starting to calm down over this...
|
Dow Announces Another $900M in Asset Sales
|
After speaking with people familiar with Dow's direction, it appears an outright sale of Dow Ag is becoming more remote by the day. What is more often being discussed is a partial sale into a JV or a partial IPO. Either of these scenario's would be acceptable and in all reality, were Dow to IPO part of it and give existing shareholders first crack at pre-IPO pricing, that would be something I would be very interested in.
In press release lingo, "increased flexibility" translates to "we do not have to dump this asset if we don't get 100% of what we want". I'm starting to calm down over this...
|
What's Good and Not-So-Good About Pacer International
|
<><><><><>Supply chains like Barbie’s are a direct result of the changes wrought by the rise of container shipping. They were unheard-of back in 1956… and in 1976 when oil prices brought sky-high freight costs that stifled the flow of world trade. Until then, vertical integration was the norm in manufacturing; a company would obtain raw materials, sometimes from its own mines or oil wells, move them to its factories, sometimes with its own trucks or ships or railroad; and put them through a series of processes to turn them into finished products. As freight costs plummeted starting in the late 197<><><>< /><>< /><>< />< /><>...
|
Dow Chemical / Rohm & Haas Settle
|
|
|
It is finally done, Dow Chemical (DOW) and Rohm & Haas (ROH) are one. Some details:
From the SEC Filing:
<>
As part of today’s agreement, Rohm and Haas’s two largest shareholders have agreed to purchase $2.5 billion in face value of perpetual preferred equity issued by Dow. In addition, one of the shareholders, the Haas Family Trusts has agreed that at Dow’s option, they will make an investment in an additional $500 million of Dow’s equity. These equity investments substantially reduce the debt financing required to fund the acquisition, Dow has restructured the transaction to essenti< />< />< />< />< />< />< />< />< />< />< />< />< />< />< />< />< /><><><><><><>< />< />< /><>< />< />< />< />< />< />< /><>< />< />< />< />< />< />< />< />< />< />< />< />< />< />< />< /><><><>< />< />< />< />< />< /><><>...
|
|
ROCK-STAR INVESTORS
|
|
POPULAR STOCKS
|
|
TODAY'S HEADLINES
|
|
TODAY'S TOP PICKS
|
|
|
Visit streetinsider.com
Be the first to start a discussion and earn 2 points.
More Resources
|
About Trinity Industries Inc.
- Answers.com
