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NYSE:NSC
He owns CN but the rail business was very fragmented and now has consolidated. These have been really great companies over the last little while because they are reengineering themselves. They have been fantastic plays. The growth in the commodity areas has really helped their businesses. Not sure you will see any more acquisitions. These are going to do incredibly well and have good pricing power.
(Market Call Minute.) Likes the railroads. (See Top Picks.)