Union Pacific Corp

UNP-N

NYSE:UNP

185.17
1.27 (0.69%)
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.
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Analysis and Opinions about UNP-N

Signal
Opinion
Expert
COMMENT
COMMENT
December 4, 2014

Most of the railways have done extremely well, whether in the US or in Canada. In a recovering economic state, these rails will continue to do well. They are not necessarily trading at very high valuations. Canadian Pacific (CP-T) is probably one of the better valued names at this point and you are not paying very high, 19 forward PE with a 13% 3 year projection in terms of long-term growth.

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Union Pacific Corp (UNP-N)
December 4, 2014

Most of the railways have done extremely well, whether in the US or in Canada. In a recovering economic state, these rails will continue to do well. They are not necessarily trading at very high valuations. Canadian Pacific (CP-T) is probably one of the better valued names at this point and you are not paying very high, 19 forward PE with a 13% 3 year projection in terms of long-term growth.

Stan Wong

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Price
$119.760
Owned
Unknown
BUY
BUY
October 9, 2014

This has had a fantastic run in the last 12 months. He likes this and it is a great way to play the US recovery. Very broad based. Has a dividend profile and is a very good “buy and hold” and put it away.

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This has had a fantastic run in the last 12 months. He likes this and it is a great way to play the US recovery. Very broad based. Has a dividend profile and is a very good “buy and hold” and put it away.

TOP PICK
TOP PICK
April 4, 2014

Second-largest railroad company in the US. Have done a really good job over the last few years of controlling their costs, so their bottom line is actually growing faster than their top line. Operating ratio is 2 years ahead of schedule. Have good exposure to the crude by rail theme. Sees 20%-30% upside over the next 2 years based on a growth profitability outlook. Yield of 1.92%.

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Second-largest railroad company in the US. Have done a really good job over the last few years of controlling their costs, so their bottom line is actually growing faster than their top line. Operating ratio is 2 years ahead of schedule. Have good exposure to the crude by rail theme. Sees 20%-30% upside over the next 2 years based on a growth profitability outlook. Yield of 1.92%.

TOP PICK
TOP PICK
February 19, 2014

One of the best and biggest in its location, in terms of operating metrics. Its target is to even improve that and get to an operational margin ratio of 65% by 2017. Good opportunity to be able to drive growth with its exposure to the Mexican market. Dividend yield of 2.04%.

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Union Pacific Corp (UNP-N)
February 19, 2014

One of the best and biggest in its location, in terms of operating metrics. Its target is to even improve that and get to an operational margin ratio of 65% by 2017. Good opportunity to be able to drive growth with its exposure to the Mexican market. Dividend yield of 2.04%.

TOP PICK
TOP PICK
February 14, 2014

There are only about 7 Class 1 railroads in the US. This has the 2nd lowest operating ratio at about 65%. Very shareholder friendly by raising their dividend by about 32%. Also, buy back a lot of shares. Good growth in intermodal. Own 26% of a Mexican railroad and there are a lot of new car plants growing in Mexico, so they will get their fair share of intermodal. Good balance sheet and dividend growth. Yield of 2.03%.

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Union Pacific Corp (UNP-N)
February 14, 2014

There are only about 7 Class 1 railroads in the US. This has the 2nd lowest operating ratio at about 65%. Very shareholder friendly by raising their dividend by about 32%. Also, buy back a lot of shares. Good growth in intermodal. Own 26% of a Mexican railroad and there are a lot of new car plants growing in Mexico, so they will get their fair share of intermodal. Good balance sheet and dividend growth. Yield of 2.03%.

DON'T BUY
DON'T BUY
March 20, 2013

Has been very constructive on the transportation space. One thing that has been keeping him on the sidelines and trading more on the Sell side is that these stocks have had massive runs. Very richly valued which keeps him away from them. On a pull back, this is one of the names that he would be considering.

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Has been very constructive on the transportation space. One thing that has been keeping him on the sidelines and trading more on the Sell side is that these stocks have had massive runs. Very richly valued which keeps him away from them. On a pull back, this is one of the names that he would be considering.

COMMENT
COMMENT
June 14, 2012
(Market Call Minute.) One of the stronger US railroads and will continue to benefit from US economic growth. (He owns both Canadian rails.)
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(Market Call Minute.) One of the stronger US railroads and will continue to benefit from US economic growth. (He owns both Canadian rails.)
PAST TOP PICK
PAST TOP PICK
November 29, 2011
(A Top Pick Dec 13/10. Up 8.41%.) Traded out to a different railroad.
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Union Pacific Corp (UNP-N)
November 29, 2011
(A Top Pick Dec 13/10. Up 8.41%.) Traded out to a different railroad.
TOP PICK
TOP PICK
December 13, 2010
A play on north-south traffic, Canada, US and Mexico. Commodities moving include automotive, coal and agriculture. Also have a big inter-modal business. Traffic between the US and Mexico could double next year.
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Union Pacific Corp (UNP-N)
December 13, 2010
A play on north-south traffic, Canada, US and Mexico. Commodities moving include automotive, coal and agriculture. Also have a big inter-modal business. Traffic between the US and Mexico could double next year.
TOP PICK
TOP PICK
October 22, 2004
The fact that they have not been able to pass along their fuel costs is well known and management has already set the bar in expectations. Can increases their prices and shorten their price term contract.
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Union Pacific Corp (UNP-N)
October 22, 2004
The fact that they have not been able to pass along their fuel costs is well known and management has already set the bar in expectations. Can increases their prices and shorten their price term contract.
TOP PICK
TOP PICK
August 13, 2004

(Top Sell) Has had a good run but with a rising interest rate environment it will tend to underperform.

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(Top Sell) Has had a good run but with a rising interest rate environment it will tend to underperform.

TOP PICK
TOP PICK
April 23, 2004
Has had some problems. Business has been so good, they've had difficulty routing freight. The dividend yield. A multiple of 13. Attractive financial position.
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Has had some problems. Business has been so good, they've had difficulty routing freight. The dividend yield. A multiple of 13. Attractive financial position.
BUY
BUY
October 27, 2003
Transportation sector is a good area to be in now. Have a very good operating ratio. As the economy picks up, you’ll see more of the revenue fall to the bottom line. Lower fuel prices would give a good upside.
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Union Pacific Corp (UNP-N)
October 27, 2003
Transportation sector is a good area to be in now. Have a very good operating ratio. As the economy picks up, you’ll see more of the revenue fall to the bottom line. Lower fuel prices would give a good upside.
PAST TOP PICK
PAST TOP PICK
October 7, 2002
(Was a top pick on Aug 16. Down 5.6%.) Still likes. West coast port strike has brought it down.
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(Was a top pick on Aug 16. Down 5.6%.) Still likes. West coast port strike has brought it down.
TOP PICK
TOP PICK
Rails are good to own.
Showing 31 to 45 of 46 entries