CSX Archives - Market Mad House

daniel July 29, 2015 Are Railroads Still a Growth Industry?, Coal’s Decline Could Hit Railroads Hard, CSX, Kansas City Southern, KSU, Norfolk Southern, NSC, Railroad Growth Has Stalled, Union Pacific, UNP

Are Railroads Still a Growth Industry?

The true problem here is that the drop in revenue growth seems to be occurring throughout the U.S. railroad industry. Union Pacific (NYSE: UNP) reported a rate of -9.74% on June 30, 2015, while CSX reported a rate of -5.55% on the same day. The other big publicly traded U.S. railroad operator, Norfolk Southern (NYSE: NSC), reported a rate of 4.54% on March 31, 2015.

Market Commentary

daniel June 13, 2015February 17, 2016 Berkshire Hathaway, CSX, deflation, Has an economic downturn begun?, Is Deflation Beginning?, Is there an economic recovery., Kansas City Southern, KSU, NSC, railroad stocks, Union Pacific, UNP, Warren Buffett

Is Deflation Beginning?

It looks as if an economic downturn has begun. Only time will tell if this is actual deflation or simply a case of the jitters on the part of consumers. One thing is clear though; the rumors of an economic recovery seem to be greatly exaggerated.

Long Ideas

daniel January 28, 2015May 29, 2016 Airlines, Avis, Berkshire Hathaway, Canadian National, CSX, Disruptive Technology, Elon Musk, GM, Hyperloop, Kansas City Southern, Railroads, Tesla, Toyota, TSLA, Uber, Union Pacific, Warren Buffett, Zipcar

What would a Hyperloop Economy look like?

One result of a hyperloop would be a sort of economic boom in areas with lots of cheap housing that is in fairly close proximity to expensive urban areas. Another would be a fall in housing prices in areas where there are currently shortages that lead to high priced housing.

Good Stocks

daniel January 25, 2015March 9, 2016 Berkshire Hathaway, BRK, Canadian Pacific, CP, CSX, Disruptive Technology, GOOG, Kansas City Southern, Mr. Market, Mr. Money Mustache, Rail, railroad stocks, Railroads, Union Pacific, UP, Value Investing, Warren Buffett

Union Pacific Shows Falling Oil Price Not a Threat to Railroads

The UP also reported a year to year quarterly revenue growth rate of 9.29% on Dec. 2014 and a profit margin of 23.26% on Dec. 31, 2014, not to mention a return on equity of 24.28%.