So says the butt kiss idiot who has stock price drop from $220 to under $180 and has the massive
OR which returns absolutely nothing to investors.... with the embarrassing yield below 1%. Meanwhile
when it comes to rail traffic growth.... CP volume Q4 of 1% while CNI up 8% shows who earned it...
and CP definitely losing market share "big time" . Now the hedge fund managed CP does what all
hedge fund managers do.....sell off assets to increase PPS.... then they bail-out. Good luck with that.
CP investor alert.... now this company selling off real-estate to make stock pps increase... news is the
following year this is a headwind against earnings.. which is equal amount paid will then be an expense,
and stagnate eps. But then the magnificent OR drops..... but none shared with investors anyway..
and that sucks. Stinkfish.... u are a joke.... i'm still laughing at your post.,,, totally ignorant !
CSX is still by far the best investment.....short and absolutely.... long term. PERIOD
Not only will HH be gone by 2018....where do you think Ackman will be at ?
I'd say there are basically two types of people here. There's train fans, who have and will own this stock forever, no matter what. And there's people who, after noticing how well the top rail stocks were doing, jumped onto CSX and NSC because they thought it inevitable that these stocks would surely play "catch up" with their peers, and therefore outperform.
Well, the first group is what it is. To the second group, I say this: Much of the gain in CSX and NSC came from the self-fulfilling act of people like you buying it. Those companies' operational performance has not improved much at all.
And now, the "fantasy days" of instant rail traffic growth may very well be over. Railways may actually have to go out and win it instead, And that means offering value for the dollar. Excellent service at competitive prices. This is not what CSX and NSC are prepared for.
You know who always survives tough times? The low cost producer. Econ 101.
We may finally be entering an era in freight rail when the real benefits of firm cost control actually become apparent.
So don't make the presumption that things will just remain the way they've been for the 2 or 3 years you've been paid any attention to rail. The tide could now be falling, and those who've been swimming naked should be real nervous.
Look at the carload reports, the last one for last year and for the second week of this year. If coal shipments are dropping the AAR does not know it.
The important factor from an investing perspective is what types of freight are the railroads carrying? Coal seems to be on a downward course as natural gas is cheap and concerns about pollution and carbon emissions are causing demand to drop.
Dirt - it is FLAT across Iowa and Nebraska with a gentle rise through most of Wyoming. I used to ride it from Denver to Laramie.
Uncle Larry, 66, Once the UP, hits eastern Idaho, it is almost flat land. Then only have a little elevation until they hit the high desert of Oregon. Next come the flat land of the
Columbia Gorge, to Portland, OR. The UP's tracks are on the Southside of the river. On the Northside of the river is BNSF. One thing about the CSX, they are always improving their Maintance of Way. Thank you for your post.
The only railroad that you can use for comparison to CSX is Norfolk Southern. Despite the problems the UP has getting through the Rockies, it has over a thousand miles of straight flat running and is significantly larger than the eastern railroads. CSX and NS are nearly the same size and similar running conditions. Both have much almost but not quite redundant track.
On the CSX map, plot the best route to move traffic from Nashville to Jacksonville. That is hard to do; there are 5 routes that are very similar.
CSX is doing well. The stock price is just going with the flow. I check the RR stocks to compare and if CSX is down usually so are the rest of the stocks.
Sentiment: Strong Buy
Explain to me how this is putting money in your pocket ? Why do you beg to have a merge with CSX ?
CP with current cut throat hedge fund management could care less about investors.... or they would
stop being so greedy and pay a decent dividend...oh but that would make the OR go up !
If todays earnings were so great.... why is CSX having a larger share price percentage increase today ?
CP has a return on investments for stockholder....that no other way to up it..... IT SUCKS.
If CP increased dividend by 100% they still would not have the "return" that CSX ENJOYS !!
Is that why you beg for the CSX to Merge, or is it the fact that CP will going forward, have the US
build the Keystone pipeline...or the fact that Canada has already approved to expand the pipeline
across British Columbia.... if keystone is not built ? Yeah there goes a massive amount of oil
sucked down the PIPE.... and CP earnings will take a massive HIT.
You continue to cut CEO Ward.... and this management team since 2003 has increased CSX
stock over 600%........ and paid a great dividend....and this accomplished while spending billions
on stock buybacks, dividend increases, and the billions to upgrade all intermodal terminals and
open several new terminals, and increased productivity by minimum $140 million each year, and
figure to improve $200 in 2015. Ward has improved the OR from mid 80's to current, and will
continue to improve while remaining investor friendly while CP sucks.
Personally I look forward to the next "return" with dividend increase.... as usual announced in April
CSX Q4: 71.8% OR
CP Q4: 59.8$ OR
If the government announced a new tax of 12% on all CSX profits, you'd probsably all lose your minds and start swearing on Obama.
But losing 12% into the foreseeable future due to chronic inefficiency is just fine ?!
What planet are you people from that you don't understand capitalism? And that you have to be given lessons on it by Canada, of all places !?
For those of you who missed this morning's conference call, UNP had a very good quarter, driven in part by increased shipments of sugar beets and beer. Having Coors as a customer must be good for business.
"The OR will then take care of itself."
Sure. That's how it works. It just heads lower and lower, the more jokes the yard supervisor tells in the lunchroom.
"Return" on anything (investment, equity, assets, etc) is predicated on ...whaaaa?... a RETURN!
IE: a Profit.
IE: Revenues less Expenses.
IE: higher Revenues and/or lower Expenses.
IE: ...(drum roll)........a lower OR.
CSX could have an OR under 65 today..... just change their ways of being a high dividend and stock
buyback, investor friendly company and do what CP does....which is pay a dividend yield of .70
CSX could cut the dividend in half.... pay .90% (better than CP) and then would have OR below 65.
This would put over $330 million per year going to bottom line..."""""".but none to investors pockets"""".
THANKS.....but NONO NO NO Everybody needs to let CSX run the company... not some idiots.
That would be about as stupid as the rant and rave of stinkfish.
Sentiment: Strong Buy
Lack of growth will undermine CSX attempt to improve margins. $30-$40 crude will do it. Shareholders will be riding the rail with their bottom.
Over the past two years to date, according to Yahoo interactive stock charts, CSX stock is up 66.87% vs. CP stock being up 61.98%.
On November 10, 2014 Lobster on this CSX stock message board responded to a question about what should be the sell price for CSX. Lobster responded, "Without more info on how you got here, you seem to be one wildly lucky SOB...cash in and move on. If you are completely clueless on where else to put your money, CP remains a solid bet. Since then, CP stock has fallen 14.46% while CSX has only fallen only 4.65%.
The above are facts that Lobster can't deny…he can only ignore them.
CSX does need more powerful, fuel efficient locomotives. If only the EPA would stop interfering with the production of locomotives. How many different horsepower configurations is GE making that is tier 4 - one? and EMD is zero? There is still a market for 4 axle and 6 axle 2,000 HP road switchers, but there is no NEW engine that is tier 4. Yesterday I watched a 4,000 engine hauling 2 boxcars.