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: $48.8800 on 2017-08-17

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Date Signal Expert Opinion Price
2017-08-17 DON'T BUY Gordon Reid

Hunter Harrison is controversial because he comes in with very strong ideas on how to create efficiencies and get operating ratios down. The multiple on the stock, in anticipation of Hunter Harrison coming in, grew to the point where it was probably trading at a 70%-80% premium to the normal multiple. They did a reasonable job in bringing the operating ratio down. He likes areas that are a little less controversial, where people work in a conciliatory way. The company has some inherent difficulties, such as a fairly large coal portfolio. He would look at Union Pacific (UNP-N) instead.


Price:
$48.880
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
No
2017-08-10 BUY on WEAKNESS Robert Lauzon

There has been new management bought in to bring down operating ratios.  He likes it and would let it pull back a little more before buying it.  $45-$46 would be a better entry point.  He likes the steady US economy.


Price:
$49.840
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
No
2017-08-09 COMMENT Cameron Hurst

Hunter Harrison came in and there has been a lot propping it up. Fundamentals have not fallen flat and the chart has come back a little, so it is not looking so bad. Going forward, the expectation is for a pretty reasonable 20X PE on top of a 15%-20% earnings growth. If transports continue to roll, this is going to be hit.


Price:
$50.700
Subject:
US EQUITIES
Bias:
BEARISH on CANADIAN MARKET
Owned:
Unknown
2017-07-28 COMMENT Greg Newman

(Market Call Minute.) All the rails have gotten way too cheap. You could probably be buying them all, but his favourite is Canadian National (CNR-T) followed by Canadian Pacific (CP-T).


Price:
$49.990
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
BULLISH
Owned:
Unknown
2017-07-04 COMMENT Bruce Campbell (1)

He loves this rail, just because it has done so well this year. “Operating ratios” is the buzzword in railways and this one had the most room to move to the average. Just in one quarter, Hunter Harrison has moved it more than they have been moved for a while. Expects the stock is going to go a bit higher.


Price:
$54.490
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
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
Showing 1 to 15 of 124 entries
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