CSX Corp

CSX-Q

NASDAQ:CSX

75.18
0.57 (0.76%)
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
COMMENT
COMMENT
December 22, 2015

Rails have been beaten up pretty badly. There might be fundamentals that come around as some point in time, but you want to see the charts confirm that fundamental picture. This rail is over indexed to coal, the energy complex, and commodities in general are pretty much in tatters and not showing signs of life. There are definitely better places with lower risk.

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CSX Corp (CSX-Q)
December 22, 2015

Rails have been beaten up pretty badly. There might be fundamentals that come around as some point in time, but you want to see the charts confirm that fundamental picture. This rail is over indexed to coal, the energy complex, and commodities in general are pretty much in tatters and not showing signs of life. There are definitely better places with lower risk.

HOLD
HOLD
December 15, 2015

Have been a tough play in both Canada and the US. The commodity cycle is a big part of it. They are talking about weakness in more and more of their businesses. Prefers UNP-N.

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CSX Corp (CSX-Q)
December 15, 2015

Have been a tough play in both Canada and the US. The commodity cycle is a big part of it. They are talking about weakness in more and more of their businesses. Prefers UNP-N.

HOLD
HOLD
December 7, 2015

He would hold onto rail stocks. He thinks you will see core consolidation in the industry. CSX-T is the cheapest in the group so would be interesting as a target. There are worse places you could put your money.

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CSX Corp (CSX-Q)
December 7, 2015

He would hold onto rail stocks. He thinks you will see core consolidation in the industry. CSX-T is the cheapest in the group so would be interesting as a target. There are worse places you could put your money.

COMMENT
COMMENT
October 1, 2015

The US rails have come off because of commodity exposure. Coal is one of CSX’s main ones. CNR-T is the best managed railway in North America and have the best ratios. CP-T is challenging that.

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CSX Corp (CSX-Q)
October 1, 2015

The US rails have come off because of commodity exposure. Coal is one of CSX’s main ones. CNR-T is the best managed railway in North America and have the best ratios. CP-T is challenging that.

HOLD
HOLD
September 22, 2015

The earnings growth of both Canadian rails has been better than this one’s. It is not trading super expensive, trading around 14.5-15 times earnings, but its growth rate over the next couple of years is high single digits. Whereas you get into a CNR or a CP which have double digit earnings growth.

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CSX Corp (CSX-Q)
September 22, 2015

The earnings growth of both Canadian rails has been better than this one’s. It is not trading super expensive, trading around 14.5-15 times earnings, but its growth rate over the next couple of years is high single digits. Whereas you get into a CNR or a CP which have double digit earnings growth.

BUY WEAKNESS
BUY WEAKNESS
September 4, 2015

Railroads have very strong periods of seasonality. They tend to bottom right around the middle of October, and then move strongly higher right through until early January. You then have a period of time where they take a break into February, and then have another move from late February through until May. Chart shows this is clearly in a downward trend, but seems to be trying to base out at the current levels. Be patient. We are into a base building period right now. Any kind of weakness down to its recent lows is really an opportunity to be a buyer for seasonal trade, at least until January of next year.

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CSX Corp (CSX-Q)
September 4, 2015

Railroads have very strong periods of seasonality. They tend to bottom right around the middle of October, and then move strongly higher right through until early January. You then have a period of time where they take a break into February, and then have another move from late February through until May. Chart shows this is clearly in a downward trend, but seems to be trying to base out at the current levels. Be patient. We are into a base building period right now. Any kind of weakness down to its recent lows is really an opportunity to be a buyer for seasonal trade, at least until January of next year.

COMMENT
COMMENT
August 26, 2015

Have about 20% coal exposure and their operating ratio is closer to 70. If he were going to go into this area, he would be looking at Union Pacific (UNP-N).

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CSX Corp (CSX-Q)
August 26, 2015

Have about 20% coal exposure and their operating ratio is closer to 70. If he were going to go into this area, he would be looking at Union Pacific (UNP-N).

COMMENT
COMMENT
May 14, 2015

The railway sector has done very, very well over the last 10 years. They are getting more market share from trucks, and the shipment of coal and oil has greatly benefited them. Right now they are in a bit of a tough spot given the stock has run up quite a bit and that coal is under threat from oversupply and oil shipments are down. Doesn’t expect there will be much growth this year. He would like to see it trading down more before he got interested.

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CSX Corp (CSX-Q)
May 14, 2015

The railway sector has done very, very well over the last 10 years. They are getting more market share from trucks, and the shipment of coal and oil has greatly benefited them. Right now they are in a bit of a tough spot given the stock has run up quite a bit and that coal is under threat from oversupply and oil shipments are down. Doesn’t expect there will be much growth this year. He would like to see it trading down more before he got interested.

COMMENT
COMMENT
May 12, 2015

A US railroad. Management would probably like some consolidation in the sector, but she doesn’t know if it is going to happen. She likes the rail industry in general. Prefers and owns CN (CNR-T), which she thinks is the best rail operator in the industry.

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CSX Corp (CSX-Q)
May 12, 2015

A US railroad. Management would probably like some consolidation in the sector, but she doesn’t know if it is going to happen. She likes the rail industry in general. Prefers and owns CN (CNR-T), which she thinks is the best rail operator in the industry.

TOP PICK
TOP PICK
May 7, 2015

He thinks the US railroads need some shaking up with the model used with CNR-T and CP-T. It is still small enough for an activist to come in. Then you would have the potential for a triple. In the meantime it is generating lots of free cash flow.

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CSX Corp (CSX-Q)
May 7, 2015

He thinks the US railroads need some shaking up with the model used with CNR-T and CP-T. It is still small enough for an activist to come in. Then you would have the potential for a triple. In the meantime it is generating lots of free cash flow.

DON'T BUY
DON'T BUY
May 5, 2015

CSX (CSX-N) or Union Pacific (UNP-N)? Using this as a constructive way of playing the strength of the US economy is proving not to work out. The US economy is not as strong as some had thought. They have a headwind in coal where about 20% of the revenue comes from that source. Oil only represents about 2%. Union Pacific is probably a little better run in terms of operating ratios, but a little more expensive. He would probably pass on both of these.

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CSX Corp (CSX-Q)
May 5, 2015

CSX (CSX-N) or Union Pacific (UNP-N)? Using this as a constructive way of playing the strength of the US economy is proving not to work out. The US economy is not as strong as some had thought. They have a headwind in coal where about 20% of the revenue comes from that source. Oil only represents about 2%. Union Pacific is probably a little better run in terms of operating ratios, but a little more expensive. He would probably pass on both of these.

WATCH
WATCH
May 4, 2015

Close to its all time high. He is not a big fan of it in May. Be patient and look for a buying opportunity later in the year, close to $30.

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CSX Corp (CSX-Q)
May 4, 2015

Close to its all time high. He is not a big fan of it in May. Be patient and look for a buying opportunity later in the year, close to $30.

COMMENT
COMMENT
February 27, 2015

CSX (CSX-N) or Union Pacific (UNP-N)? Both names are great. You are certainly getting exposure to the recovering US economy. In terms of valuation, he thinks Union Pacific is slightly better, and it is a much bigger company. He doesn’t think you will see a tremendous performance difference between the 2 names. 100% of revenues come from within the US, so they don’t have the risk of revenues coming from overseas with the US$ headwinds against them.

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CSX Corp (CSX-Q)
February 27, 2015

CSX (CSX-N) or Union Pacific (UNP-N)? Both names are great. You are certainly getting exposure to the recovering US economy. In terms of valuation, he thinks Union Pacific is slightly better, and it is a much bigger company. He doesn’t think you will see a tremendous performance difference between the 2 names. 100% of revenues come from within the US, so they don’t have the risk of revenues coming from overseas with the US$ headwinds against them.

BUY WEAKNESS
BUY WEAKNESS
February 26, 2015

Good things going on with Intermodal growth. They have been getting tightness in the trucking market because they can’t find drivers and now with layoffs in the energy space it is spilling onto the rail side. These are temporary issues. She feels there is just a temporary blip in this story. She would buy on weakness.

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CSX Corp (CSX-Q)
February 26, 2015

Good things going on with Intermodal growth. They have been getting tightness in the trucking market because they can’t find drivers and now with layoffs in the energy space it is spilling onto the rail side. These are temporary issues. She feels there is just a temporary blip in this story. She would buy on weakness.

COMMENT
COMMENT
February 18, 2015

CSX Corp (CSX-N) or Union Pacific (UNP-N)? These are both good companies. Railways are a way to play North American growth. There is a little bit of headwind in the 1st quarter here because of some port closures and strikes going on in the West Coast. This will interrupt flows from the intermodal business for both players. He sees Union growing a little bit better. Not a buyer at these levels and has been trimming his position in Union a little.

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CSX Corp (CSX-Q)
February 18, 2015

CSX Corp (CSX-N) or Union Pacific (UNP-N)? These are both good companies. Railways are a way to play North American growth. There is a little bit of headwind in the 1st quarter here because of some port closures and strikes going on in the West Coast. This will interrupt flows from the intermodal business for both players. He sees Union growing a little bit better. Not a buyer at these levels and has been trimming his position in Union a little.

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