Burlington Northern Santa Fe (BNI)

They made a comment that getting into the fracking process is a higher cost proposition and Q1 earnings are lower than q4 so they are down. It is a first class company but right now, wait to see what the market does and how it resolves it self over the next two to three months.

Rails are cycle stocks. If the market has fully priced in a recession, what should we be buying when coming out of the recession. Rails are a great place to be along with trucking.

The whole railroad industry has done quite well and will continue to do well as new rr's can't be built overnight. A good story longer term. A great area to be in.

Likes.