Viewing Company CSX Corp | StockChase
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Compiling comments that experts make about stocks while on public TV.

CSX Corp Stock Symbol: CSX-Q

Notes:

il, container-shipping, intermodal and logistics services provides global reach that's second to none

Last Price Recorded: $52.6500 on 2017-06-23

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Date Signal Expert Opinion Price
2017-06-13 HOLD Barry Schwartz

Hunter Harrison is the mastermind, the God of railroads, and he would never bet against him. CSX has to do a lot right to justify the current stock price, but the hedge fund that is involved thinks that if he gets it right, this is a $100 stock.


Price:
$53.870
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2017-06-09 COMMENT David Dietze

He likes the transports, which is one of the sectors that has lagged. There is a cloud on the group and that is an opportunity. You have to love those companies that already have the right-of-way that is so valuable. Hunter Harris has a wonderful track record, and you have to give him the benefit of the doubt.


Price:
$53.050
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Unknown
2017-06-05 BUY Matthew McCall

He likes rails.  It is going to be a very cyclical sector.  In transportation he prefers airlines as being a better value.  He also likes companies shipping all these boxes from AMZN-Q. 


Price:
$54.030
Subject:
US EQUITIES
Bias:
BULLISH on GLOBAL STOCKS
Owned:
Unknown
2017-05-19 DON'T BUY John Petrides

This has run up so much that he wouldn’t go near it. If you want to play the rails or the transports, he would look at Kansas City Southern (KSU-N) which has been held back by the fears of a wall for Mexico. You could look at maybe the truck stocks or airlines. Feels there is better value elsewhere.


Price:
$50.380
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
Unknown
2017-05-05 PAST TOP PICK Darren Sissons

(A Top Pick Jan 27/17. Up 10%.) If Hunter Harrison is able to continue his magic, this stock will have opportunities to move higher still. He would recommend viewers invest in a rail at this time.


Price:
$52.500
Subject:
GLOBAL EQUITIES & TECHNOLOGY
Bias:
UNKNOWN
Owned:
Yes
2017-05-02 COMMENT Gordon Reid

Hunter Harris was with CN, and then went to CP. There is no question that from an operational standpoint, things improved, but he would argue from a pretty severe trough when all the rails were pretty distressed. He is a result oriented individual, but takes a short-term view using quarterly results. Prefers a longer-term individual.


Price:
$51.490
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Unknown
2017-04-19 BUY Bruce Murray

Hunter Harrison did it at Canadian National, and then Canadian Pacific, so he assumes he would do it with this railway also.


Price:
$46.930
Subject:
LARGE CAP GROWTH & DIVIDENDS
Bias:
UNKNOWN
Owned:
No
2017-03-23 DON'T BUY Norman Levine

CP-T vs. CSX-N.  [Caller already had CNR-T]  One railroad is enough to own.  CSX-Q has already moved since Hunter Harrison moved companies.  Just hold on to CNR-T.


Price:
$46.110
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2017-03-07 COMMENT John Stephenson

This is a pretty good railroad, but it has had a heck of a move, so it is hard to be super excited about adding new money to it. Expects Hunter Harrison will get the compensation package he is asking for.


Price:
$48.440
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
BULLISH
Owned:
Unknown
2017-02-14 COMMENT David Burrows

He likes the US stock market right now and the sectors that are economically sensitive. Transports are very economically sensitive. This one has been a remarkable performer in this market. Part of this is that there is some expectation that Hunter Harrison is going to get his hands on this and try to work his magic. Because of this, the stock has really responded incredibly well over the last 6 weeks, and is a bit extended now.


Price:
$48.000
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2017-02-08 WAIT Cameron Hurst

He likes transports generally. Hunter Harrison is rumoured to be stepping in to this company. Better economic growth is going to be good for rails. You may want to give this a little time to cool off before entering.


Price:
$47.960
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
Unknown
2017-01-27 TOP PICK Darren Sissons

It is rumoured that Hunter Harrison is taking over the reins for this rail. Should he do that, even with the 20% upside we have seen in this last week or so, the operating metrics will improve, and the outlook for the stock would be significantly higher. Dividend yield of 1.5%. (Analysts’ price target is $43.41.)


Price:
$48.060
Subject:
GLOBAL EQUITIES & TECHNOLOGY
Bias:
UNKNOWN
Owned:
Yes
2017-01-26 DON'T BUY Gordon Reid

Hunter has moved to this rail.  This is not CP - 2.  It is not the same situation.  Different time, valuation and different railway.  Their coal business was 20% of the business and has dropped right off.  They tried to replace it with intermodal with some success, but struggling.  Their ratio is now below 70 and there is only so much Hunter can do.  It is a valuation story and it is in the hands of the economy.  He would pass on it.


Price:
$48.600
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
Unknown
2017-01-26 COMMENT Mike S. Newton, CIM FCSI

From a currency standpoint, he would prefer to shop in his own backyard in Canada. However, there are a lot of strange things going on with respect to trade wars, and all kinds of movement of goods between the borders, which is going to be a big issue. If you have US$ and looking at this, he doesn’t see why you wouldn’t go into it with Hunter Harris moving over to that name.


Price:
$48.600
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
Unknown
2017-01-20 PARTIAL SELL Michael Simpson, CFA

An Eastern based railroad. When Hunter Harrison was still employed by Canadian Pacific (CP-T), overtures were made to do a merger. He used to own this because it was cheap, hoping that the existing management would turn it around. If you own, he would be inclined to take some profits.


Price:
$44.330
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
UNKNOWN
Owned:
No
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