CSX Corp

CSX-Q

NASDAQ:CSX

68.52
1.73 (2.46%)
The CSX Corporation is an American holding company focused on real estate and railways in North America, among other industries. The company was established in 1978 as part of the Chessie System and Seaboard Coast Line Industries merger.
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Analysis and Opinions about CSX-Q

Signal
Opinion
Expert
BUY WEAKNESS
BUY WEAKNESS
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.

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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.

COMMENT
COMMENT
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.

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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.

COMMENT
COMMENT
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).

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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).

COMMENT
COMMENT
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.

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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.

HOLD
HOLD
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.

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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.

COMMENT
COMMENT
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.

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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.

BUY
BUY
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.

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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.

DON'T BUY
DON'T BUY
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.

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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.

PAST TOP PICK
PAST TOP PICK
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.

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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.

COMMENT
COMMENT
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.

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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.

BUY
BUY
April 19, 2017

Hunter Harrison did it at Canadian National, and then Canadian Pacific, so he assumes he would do it with this railway also.

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CSX Corp (CSX-Q)
April 19, 2017

Hunter Harrison did it at Canadian National, and then Canadian Pacific, so he assumes he would do it with this railway also.

DON'T BUY
DON'T BUY
March 23, 2017

CP-T vs. CSX-N. [Caller already had CNR-T] One railroad is enough to own. CSX-Q has already moved since Hunter Harrison moved companies. Just hold on to CNR-T.

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CSX Corp (CSX-Q)
March 23, 2017

CP-T vs. CSX-N. [Caller already had CNR-T] One railroad is enough to own. CSX-Q has already moved since Hunter Harrison moved companies. Just hold on to CNR-T.

COMMENT
COMMENT
March 7, 2017

This is a pretty good railroad, but it has had a heck of a move, so it is hard to be super excited about adding new money to it. Expects Hunter Harrison will get the compensation package he is asking for.

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CSX Corp (CSX-Q)
March 7, 2017

This is a pretty good railroad, but it has had a heck of a move, so it is hard to be super excited about adding new money to it. Expects Hunter Harrison will get the compensation package he is asking for.

COMMENT
COMMENT
February 14, 2017

He likes the US stock market right now and the sectors that are economically sensitive. Transports are very economically sensitive. This one has been a remarkable performer in this market. Part of this is that there is some expectation that Hunter Harrison is going to get his hands on this and try to work his magic. Because of this, the stock has really responded incredibly well over the last 6 weeks, and is a bit extended now.

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CSX Corp (CSX-Q)
February 14, 2017

He likes the US stock market right now and the sectors that are economically sensitive. Transports are very economically sensitive. This one has been a remarkable performer in this market. Part of this is that there is some expectation that Hunter Harrison is going to get his hands on this and try to work his magic. Because of this, the stock has really responded incredibly well over the last 6 weeks, and is a bit extended now.

WAIT
WAIT
February 8, 2017

He likes transports generally. Hunter Harrison is rumoured to be stepping in to this company. Better economic growth is going to be good for rails. You may want to give this a little time to cool off before entering.

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CSX Corp (CSX-Q)
February 8, 2017

He likes transports generally. Hunter Harrison is rumoured to be stepping in to this company. Better economic growth is going to be good for rails. You may want to give this a little time to cool off before entering.

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