Trading on Trump - If we have learned anything during the 100 days it’s that President Trump has no qualms about pivoting on almost any position that he so strongly took on the campaign trail. This is merely his way of setting the opening salvo in his negotiations. Donald put a big chip on the table in his game with Mexico today in drafting an exit strategy from NAFTA. Traders dumped KSU on the news but the trading is really about how protracted the dealings with Mexico become. If KSU continues to slide on Trump Trading, the buyers and holders will be rewarded when everyone’s cards finally hit the table.
If the US withdraws from NAFTA what happens to a company like KSU?
Kansas City Southern NYSE $KSU Correlation Histogram
X axis : Stocks Price Correlation Coefficient Y axis : Quantity of stocks Sep-2016 1,000 Day Parameter 4,338 NYSE Stocks Price Analysis This stock mode of correlation coefficient is 0.2 In other words, the correlation coefficient of the other stocks
The last time KSU did something like this it blew up. Things look enticing now that EPS growth estimate next 5 Years has hit 11.23%. check out awesomestock-s, its a pretty reliable service. of course you have to do your own due diligence, but they generally point you in the right direction.
The Mexican government's recent action to "evaluate competition" and Trump's proposed border tax are killing KSU. Killing me too, since it is my largest holding. It's going to be a long time before it bounces back. Hopefully this shakes out sooner rather than later.
Ford not scrapping plans to build Mexico factories: company exec
Ford is sticking with its plan to build two new factories in Mexico, despite an announcement last month that it had scrapped plans for a plant in the central state of San Luis Potosi. The US carmaker said a planned factory in the central state of Gu
KSU is the best Class 1 railroad company in US. KSU invested in internet in 1993 through 2000. In Yr 2K, KSU sold all internet business and paid all to shareholder, about 80-85. The share price was about $ 9 post dividend.
I made +34% on their last NASDAQ-listed Alert --> PennySt0ck 101.org
How can KSU benefit under Trump ? Clearly, this stock is under what I like to call "heavy uncertainty pressure" where speculation and perception rule over revenue and finance. Fortunately KSU is a rail road, not a widget manufacturer, so speculation can only do so much. The rail-loads will control the share price, and I think the prospects under Trump could be as good as ever. Thoughts?
KSU amazing short?
NOTHING BUT UPSIDE- It surprised me that KSU has not rebounded to its pre-Trump level. The only thing working against this stock is fear. The fundamentals are as good as ever, the management is as good as ever, the rail-load prospects are favorable , and if Mr. Trump is to be believed, KSU will benefit from and enjoy increased rail loads with more coal coming out of Wyoming. We should remember that KSU was trading in the high 90s at a time when coal was nearly dead. I took out a large position on this stock. It is my Lock for 2017. Buy it before everyone catches on that the NAFTA nonsense is
Good entry point.The idea that NAFTA is going away is not well thought out.
If you are after speculative growth look no further than PVHO. This company is making all the right moves! They have national brands under contract as well as real revenues. For a company with over 1m in quarterly revs it is trading at under a 10m market cap. Intel even wrote a bullish article on the company. Do your research asap.
New Audi plant in Mexico. I read that Audi will start production in Mexico this year of a plant that will produce 500,000 autos annually. They will need to be shipped to the USA some way - I will assume by rail. Does anyone know if this plant is near a KSU rail line? If the plant is, that should be good for KSU traffic.
Confluence of positive indicators. The recent favorable intermodal data combined with higher trending oil prices set the stage for a good summer for KSU. I still think KSU is a prime acquisition target this year (Q3?).
Silence. Just where did all the shorts go? Profitize ? Arts.crafts2 ? ndbari73?, mscg8864 ? Performance will always silence negative nonsensical din of the shorts.
Canadian Pacific and Norfolk Southern. Now that Canadian Pacific has dropped its bid for Norfolk Southern, does anyone think that KSU is now a takeover candidate in the near term?
Perfect short my #$%$. This stock hasn't moved since that dude on CNBC called for its fall