Union Pacific Corp

UNP-N

NYSE:UNP

172.00
1.51 (0.89%)
The Union Pacific Corporation is a publicly traded stock holding company that was established in 1969 and it is the parent company of the current form of the Union Pacific Railroad. The company's stock symbol is.
More at Wikipedia

Analysis and Opinions about UNP-N

Signal
Opinion
Expert
BUY
BUY
November 19, 2019
Railroads have seen declining traffic with the uncertainty between US and China. His clients own CNR-T. This is the toll road business. (Analysts’ price target is $180.00)
Union Pacific Corp (UNP-N)
November 19, 2019
Railroads have seen declining traffic with the uncertainty between US and China. His clients own CNR-T. This is the toll road business. (Analysts’ price target is $180.00)
Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$176.760
Owned
Unknown
HOLD
HOLD
September 9, 2019
Valuations on rails have come down. He's fine with the rails in here. Short-term risk for the entire group is the economy and trade. Earning estimates are coming down across the board. (Analysts’ price target is $186.00)
Union Pacific Corp (UNP-N)
September 9, 2019
Valuations on rails have come down. He's fine with the rails in here. Short-term risk for the entire group is the economy and trade. Earning estimates are coming down across the board. (Analysts’ price target is $186.00)
John Zechner
Chairman, J. Zechner & Assoc
Price
$166.120
Owned
Unknown
DON'T BUY
DON'T BUY
March 21, 2019
It is a railway that is running more and more efficiently. This is very good. How the railway responds to the overall economy involves decent economic growth, a stronger dollar that is not as good, and trade wars as well. These are moving issues. Where they trade today is not exciting but not offensive. Not his first choice in an economically sensitive offering in the US market.
It is a railway that is running more and more efficiently. This is very good. How the railway responds to the overall economy involves decent economic growth, a stronger dollar that is not as good, and trade wars as well. These are moving issues. Where they trade today is not exciting but not offensive. Not his first choice in an economically sensitive offering in the US market.
Gordon Reid
President, GoodReid Investment Counsel
Price
$162.610
Owned
Unknown
TOP PICK
TOP PICK
May 23, 2018

Transports have perked up recently. There's been a lot of stuff to move in a strong economy. Truckloads are full. Oil prices rise which tip things in favour of the rails. UNP has a great network in the U.S. with 8,500 trains. This is a play on a still-strengthening U.S. economy. They are efficient with cost vs. revenues declining. (Analysts' price target: $147.12)

Transports have perked up recently. There's been a lot of stuff to move in a strong economy. Truckloads are full. Oil prices rise which tip things in favour of the rails. UNP has a great network in the U.S. with 8,500 trains. This is a play on a still-strengthening U.S. economy. They are efficient with cost vs. revenues declining. (Analysts' price target: $147.12)

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$144.270
Owned
Yes
COMMENT
COMMENT
October 13, 2017

Has generally liked rails until about a year ago, and this would have been his favourite. ROC is turning over. The stock has done quite well recently, but the fundamentals are slightly worse. Valuation is very reasonable. If it had a bit of a pullback, you could take a more serious look.

Union Pacific Corp (UNP-N)
October 13, 2017

Has generally liked rails until about a year ago, and this would have been his favourite. ROC is turning over. The stock has done quite well recently, but the fundamentals are slightly worse. Valuation is very reasonable. If it had a bit of a pullback, you could take a more serious look.

Matt Kacur
President, FSA Financial Science and Art
Price
$112.280
Owned
Unknown
DON'T BUY
DON'T BUY
June 21, 2017

His favourite railroad, but doesn’t think railroads are a great buy right now. They tend not to do particularly well when there is strength in the US$. They are pretty reliant on the export market, which is currently a little tough.

His favourite railroad, but doesn’t think railroads are a great buy right now. They tend not to do particularly well when there is strength in the US$. They are pretty reliant on the export market, which is currently a little tough.

Gordon Reid
President, GoodReid Investment Counsel
Price
$107.620
Owned
Unknown
COMMENT
COMMENT
January 10, 2017

North American rail stocks had a pretty difficult 2014-2015. He got more constructive on them early last year. The stocks have had a pretty big recovery over the course of the year. In the transportation arena, rails are very properly valued. In most cases they are at or above the market multiple. Canadian Pacific (CP-T) stands out as a little cheaper, so there may be a bit more opportunity in that. There has been a real change going on in the North American airline industry, and he thinks those names are going to do the best. (See Top Picks.)

Union Pacific Corp (UNP-N)
January 10, 2017

North American rail stocks had a pretty difficult 2014-2015. He got more constructive on them early last year. The stocks have had a pretty big recovery over the course of the year. In the transportation arena, rails are very properly valued. In most cases they are at or above the market multiple. Canadian Pacific (CP-T) stands out as a little cheaper, so there may be a bit more opportunity in that. There has been a real change going on in the North American airline industry, and he thinks those names are going to do the best. (See Top Picks.)

Bruce Tatters
Founding Partner and CIO, Triumph Asset Management
Price
$103.420
Owned
Unknown
TOP PICK
TOP PICK
November 7, 2016

The recommendation is a valuation call. He is deploying US cash. If the market craps out it will only be down a bit. $108.26 model price, 21% upside. CN and CP do not get anywhere near this valuation.

Union Pacific Corp (UNP-N)
November 7, 2016

The recommendation is a valuation call. He is deploying US cash. If the market craps out it will only be down a bit. $108.26 model price, 21% upside. CN and CP do not get anywhere near this valuation.

Brian Acker, CA
Chief Executive Officer, President and Chief Inves, Acker Finley Inc.
Price
$90.750
Owned
Yes
HOLD
HOLD
June 23, 2016

The 2nd largest railway in the US. We are seeing a lot of these types of names float higher, because valuations just became too cheap. It is currently trading at about 16X forward earnings. It got to a much lower low of close to 13X forward earnings, which is pretty cheap for this type of name.

The 2nd largest railway in the US. We are seeing a lot of these types of names float higher, because valuations just became too cheap. It is currently trading at about 16X forward earnings. It got to a much lower low of close to 13X forward earnings, which is pretty cheap for this type of name.

Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$88.540
Owned
Unknown
BUY
BUY
May 24, 2016

(Market Call Minute.)

(Market Call Minute.)

Jennifer Radman
VP & Sr. Portfolio Manager, Caldwell Investment Management
Price
$81.290
Owned
Unknown
COMMENT
COMMENT
May 3, 2016

This is a long term play. The rail business in the US is a great looking glass into the strength of the US economy, which has been relatively weak. The only area of strength we are hearing from the rails is in autos. If you are bullish on the US economy, you could take a position in this. Not a trade, but a longer-term Hold.

This is a long term play. The rail business in the US is a great looking glass into the strength of the US economy, which has been relatively weak. The only area of strength we are hearing from the rails is in autos. If you are bullish on the US economy, you could take a position in this. Not a trade, but a longer-term Hold.

Gordon Reid
President, GoodReid Investment Counsel
Price
$86.770
Owned
Unknown
BUY
BUY
April 20, 2016

Really likes this rail. Railways today are good long-term engines. They have a structural cost advantage with the competition. There are issues with coal, but when you can buy companies like this on prices where they are trading today, over a multiyear time horizon you will be rewarded. Very smart capital allocators.

Really likes this rail. Railways today are good long-term engines. They have a structural cost advantage with the competition. There are issues with coal, but when you can buy companies like this on prices where they are trading today, over a multiyear time horizon you will be rewarded. Very smart capital allocators.

Stephen Groff
Principal & Portfolio Manager, Cambridge Global Asset Management
Price
$83.850
Owned
Yes
DON'T BUY
DON'T BUY
April 18, 2016

There is general weakness in the transports. This one had a classic downtrend since early 2015. Until the trend line breaks and it takes out the last high, don’t buy it.

There is general weakness in the transports. This one had a classic downtrend since early 2015. Until the trend line breaks and it takes out the last high, don’t buy it.

Keith Richards
Portfolio Manager, ValueTrend Wealth Management
Price
$80.880
Owned
Unknown
BUY
BUY
March 29, 2016

A good company; which he thinks you can buy right now. Rails have a huge advantage in that railway companies are not being built, it is very hard to get rights of way, very hard for them to be amalgamated with others. You are buying it now at an extremely attractive valuation.

A good company; which he thinks you can buy right now. Rails have a huge advantage in that railway companies are not being built, it is very hard to get rights of way, very hard for them to be amalgamated with others. You are buying it now at an extremely attractive valuation.

John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$79.800
Owned
Unknown
WAIT
WAIT
February 17, 2016

Rails are an interesting view into the economy. The only thing showing any kind of strength for the rails is the auto area. That indicates the economy is a slow growth economy and that industrial America is one of the weakest parts. The consumer is probably where the strength lies in the economy. This is trading where it should be in the 11 to 12 times earnings area. There isn’t any hurry to get into this.

Union Pacific Corp (UNP-N)
February 17, 2016

Rails are an interesting view into the economy. The only thing showing any kind of strength for the rails is the auto area. That indicates the economy is a slow growth economy and that industrial America is one of the weakest parts. The consumer is probably where the strength lies in the economy. This is trading where it should be in the 11 to 12 times earnings area. There isn’t any hurry to get into this.

Gordon Reid
President, GoodReid Investment Counsel
Price
$79.960
Owned
Unknown
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