CSX Corp | StockChase
128
CSX Corp (CSX-Q)

Last Price Recorded: $52.9300 on 2017-12-15

ON STOCKCHASE SINCE Mar 2008

il, container-shipping, intermodal and logistics services provides global reach that's second to none

Transportation
128
CSX Corp (CSX-Q)

Last Price Recorded: $52.9300 on 2017-12-15

ON STOCKCHASE SINCE Mar 2008

il, container-shipping, intermodal and logistics services provides global reach that's second to none

Transportation

CSX Corp


Signal Opinion Expert
DON'T BUY
CSX Corp(CSX-Q) 

November 10, 2017

(Market Call Minute.) A very expensive railway. Hunter Harrison has taken over and they’ve built in a huge premium, which he doesn’t think is deserved. He would prefer Union Pacific which is better run and has a better valuation.

Transportation

(Market Call Minute.) A very expensive railway. Hunter Harrison has taken over and they’ve built in a huge premium, which he doesn’t think is deserved. He would prefer Union Pacific which is better run and has a better valuation.

Transportation
Gordon Reid

President, GoodReid Investment ...

PricePrice
$50.080
Owned Owned
No

DON'T BUY
CSX Corp(CSX-Q) 

November 6, 2017

(Market Call Minute). For Hunter Harrison, 2 out of 3 isn't bad, and doesn't think he can do the same thing for this rail. The markets are already paying up for what he can do with this company. He would own Canadian Pacific (CP-T) instead, which is cheaper and still has a growth story.

Transportation

(Market Call Minute). For Hunter Harrison, 2 out of 3 isn't bad, and doesn't think he can do the same thing for this rail. The markets are already paying up for what he can do with this company. He would own Canadian Pacific (CP-T) instead, which is cheaper and still has a growth story.

Transportation
John Zechner

Chairman, J. Zechner & Assoc...

PricePrice
$51.150
Owned Owned
Unknown

PAST TOP PICK
CSX Corp(CSX-Q) 

October 13, 2017

(A Top Pick Jan 27/17. Up 12%.) This is a Hunter Harrison story. He is turning the company around. The unions and clients were getting unhappy, and if he works his magic as he has done in the past, we should see continued upside from here. Still a Buy.

Transportation

(A Top Pick Jan 27/17. Up 12%.) This is a Hunter Harrison story. He is turning the company around. The unions and clients were getting unhappy, and if he works his magic as he has done in the past, we should see continued upside from here. Still a Buy.

Transportation
Darren Sissons

Vice President and Partner, Campbell Lee & Ross...

PricePrice
$52.830
Owned Owned
Yes

COMMENT
CSX Corp(CSX-Q) 

October 5, 2017

Hunter Harrison is certainly trying to bring his magic to the table, and this company has been moving up nicely. The stock is pretty much fully priced at the present time.

Transportation

Hunter Harrison is certainly trying to bring his magic to the table, and this company has been moving up nicely. The stock is pretty much fully priced at the present time.

Transportation
Ross Healy

Chairman, Strategic Analysis C...

PricePrice
$52.350
Owned Owned
Unknown

DON'T BUY
CSX Corp(CSX-Q) 

August 17, 2017

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.

Transportation

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.

Transportation
Gordon Reid

President, GoodReid Investment ...

PricePrice
$48.880
Owned Owned
No

BUY on WEAKNESS
CSX Corp(CSX-Q) 

August 10, 2017

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.

Transportation

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.

Transportation
Robert Lauzon

Deputy Chief Investment Officer, Middlefield Capital ...

PricePrice
$49.840
Owned Owned
No

COMMENT
CSX Corp(CSX-Q) 

August 9, 2017

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.

Transportation

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.

Transportation
Cameron Hurst

Chief Investment Officer, Equium Capital Manag...

PricePrice
$50.700
Owned Owned
Unknown

COMMENT
CSX Corp(CSX-Q) 

July 28, 2017

(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).

Transportation

(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).

Transportation
Greg Newman

Director & Portfolio Manager, Scotia Wealth Manage...

PricePrice
$49.990
Owned Owned
Unknown

COMMENT
CSX Corp(CSX-Q) 

July 4, 2017

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.

Transportation

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.

Transportation
Bruce Campbell (1)

President, Campbell and Lee Inv...

PricePrice
$54.490
Owned Owned
Yes

HOLD
CSX Corp(CSX-Q) 

June 13, 2017

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.

Transportation

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.

Transportation
Barry Schwartz

CIO & Portfolio Manager, Baskin Wealth Manage...

PricePrice
$53.870
Owned Owned
No

COMMENT
CSX Corp(CSX-Q) 

June 9, 2017

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.

Transportation

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.

Transportation
David Dietze

Founder, Pres. & Chief Investment Strategist, Point View Wealth Ma...

PricePrice
$53.050
Owned Owned
Unknown

BUY
CSX Corp(CSX-Q) 

June 5, 2017

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. 

Transportation

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. 

Transportation
Matthew McCall

President, Penn Financial Group...

PricePrice
$54.030
Owned Owned
Unknown

DON'T BUY
CSX Corp(CSX-Q) 

May 19, 2017

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.

Transportation

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.

Transportation
John Petrides

Managing Dir. & Portfolio Manager, Point View Wealth Ma...

PricePrice
$50.380
Owned Owned
Unknown

PAST TOP PICK
CSX Corp(CSX-Q) 

May 5, 2017

(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.

Transportation

(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.

Transportation
Darren Sissons

Vice President and Partner, Campbell Lee & Ross...

PricePrice
$52.500
Owned Owned
Yes

COMMENT
CSX Corp(CSX-Q) 

May 2, 2017

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.

Transportation

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.

Transportation
Gordon Reid

President, GoodReid Investment ...

PricePrice
$51.490
Owned Owned
Unknown

Showing 1 to 15 of 128 entries
<< < 1 2 3 4 5 > >>

No Comments.


You must be logged in to comment.

Successfully Saved Company