CSX Corp

CSX-Q

NASDAQ:CSX

76.64
2.03 (2.72%)
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
May 2, 2014

Likes railway industry. His choice is CNR because it is the most profitable and best run. But Canadian railroads trade at a premium over US ones. He would go with the better company.

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CSX Corp (CSX-Q)
May 2, 2014

Likes railway industry. His choice is CNR because it is the most profitable and best run. But Canadian railroads trade at a premium over US ones. He would go with the better company.

DON'T BUY
DON'T BUY
April 30, 2014

Stumbled a little because operating ratio stalled out around 70% instead of getting down to 60%. Feels the dividend is sustainable. Faced with headwinds because about 20% of their business is derived from coal shipments, which have really dried up. Have replaced a lot of that through other means, but they still have the offset of coal.

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CSX Corp (CSX-Q)
April 30, 2014

Stumbled a little because operating ratio stalled out around 70% instead of getting down to 60%. Feels the dividend is sustainable. Faced with headwinds because about 20% of their business is derived from coal shipments, which have really dried up. Have replaced a lot of that through other means, but they still have the offset of coal.

BUY
BUY
March 24, 2014

Rail sector is a good place to be involved in. Not his keen on this company’s overall assets, as compared to some of the others. His favourite is Norfolk Southern (NSC-N) followed by Union Pacific (UNP-N). The variation between individual rails isn’t that great. You can own any of these rails.

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CSX Corp (CSX-Q)
March 24, 2014

Rail sector is a good place to be involved in. Not his keen on this company’s overall assets, as compared to some of the others. His favourite is Norfolk Southern (NSC-N) followed by Union Pacific (UNP-N). The variation between individual rails isn’t that great. You can own any of these rails.

PAST TOP PICK
PAST TOP PICK
March 12, 2014

(A Top Pick March 26/13. Up 22.12%.) Have announced that weather will impact their 1st quarter, but this affects all the rails. The stock didn’t go down so he takes this is a good sign. Has decent growth.

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CSX Corp (CSX-Q)
March 12, 2014

(A Top Pick March 26/13. Up 22.12%.) Have announced that weather will impact their 1st quarter, but this affects all the rails. The stock didn’t go down so he takes this is a good sign. Has decent growth.

BUY
BUY
February 18, 2014

Has been one of his favourite railroads. Very solid management team. Stock had a big run, corrected and came back down to the 200 day moving average giving you a good opportunity to Buy. Thinks the coal headwind is understood but doesn’t mean there is not additional downside. If you believe that the US economy is going to continually grind forward over the next 2 years, this rail moves all kinds of housing related products, auto products and with a cheaper Cdn$ they bring lumber down from Canada.

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CSX Corp (CSX-Q)
February 18, 2014

Has been one of his favourite railroads. Very solid management team. Stock had a big run, corrected and came back down to the 200 day moving average giving you a good opportunity to Buy. Thinks the coal headwind is understood but doesn’t mean there is not additional downside. If you believe that the US economy is going to continually grind forward over the next 2 years, this rail moves all kinds of housing related products, auto products and with a cheaper Cdn$ they bring lumber down from Canada.

PAST TOP PICK
PAST TOP PICK
February 14, 2014

(A Top Pick June 19/13. Up 13.4%.) An Eastern based railroad. There are 7 Class 1 railroads in the US. In spite of their struggling coal franchise, they have good growth from agriculture, the industrial side, oil and intermodal. They are committed to raising their dividend. Trading cheaper than some of the Canadian rails.

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CSX Corp (CSX-Q)
February 14, 2014

(A Top Pick June 19/13. Up 13.4%.) An Eastern based railroad. There are 7 Class 1 railroads in the US. In spite of their struggling coal franchise, they have good growth from agriculture, the industrial side, oil and intermodal. They are committed to raising their dividend. Trading cheaper than some of the Canadian rails.

COMMENT
COMMENT
February 12, 2014

An industrial stock that does very well at this time of year. Chart shows a strong upper trend but has been in the trading pattern for the last little while. Seasonality is positive this time of year, right through until the middle of April. As you get close to the middle of April, you may want to re-examine it.

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CSX Corp (CSX-Q)
February 12, 2014

An industrial stock that does very well at this time of year. Chart shows a strong upper trend but has been in the trading pattern for the last little while. Seasonality is positive this time of year, right through until the middle of April. As you get close to the middle of April, you may want to re-examine it.

DON'T BUY
DON'T BUY
January 29, 2014

Last earnings report was kind of disappointing. Operating ratio sort of stalled out and in fact moved up a little bit. Had a program to bring it down from the mid-$70 to the mid-$60. Currently around $71-$72. Coal is still going to be a drag on their returns. The intermodal and industrial side of their business is doing well.

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CSX Corp (CSX-Q)
January 29, 2014

Last earnings report was kind of disappointing. Operating ratio sort of stalled out and in fact moved up a little bit. Had a program to bring it down from the mid-$70 to the mid-$60. Currently around $71-$72. Coal is still going to be a drag on their returns. The intermodal and industrial side of their business is doing well.

COMMENT
COMMENT
January 10, 2014

Comparing other railroads, it looks very attractive. Along with its competitor Norfolk Southern (NSC-N), it still has a lot of coal headwinds, which is a big part of their business. Did a very good job of offsetting this with growth in other parts. Automotive and intermodal have been strong. Thinks there is decent upside here but is coming to the higher end of its valuations.

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CSX Corp (CSX-Q)
January 10, 2014

Comparing other railroads, it looks very attractive. Along with its competitor Norfolk Southern (NSC-N), it still has a lot of coal headwinds, which is a big part of their business. Did a very good job of offsetting this with growth in other parts. Automotive and intermodal have been strong. Thinks there is decent upside here but is coming to the higher end of its valuations.

COMMENT
COMMENT
January 2, 2014

Likes this. This is sort of the core of the industrial expansion that we are seeing in the US. They ship everything from automobiles to chemicals, intermodal, groceries, etc. Want to bring their operating ratio down to 65%, which he believes is currently below 70%. Increasing their margins and offsetting the hit they took on coal. Well priced.

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CSX Corp (CSX-Q)
January 2, 2014

Likes this. This is sort of the core of the industrial expansion that we are seeing in the US. They ship everything from automobiles to chemicals, intermodal, groceries, etc. Want to bring their operating ratio down to 65%, which he believes is currently below 70%. Increasing their margins and offsetting the hit they took on coal. Well priced.

PAST TOP PICK
PAST TOP PICK
December 23, 2013

(Top Pick Jan 14/13, Up 40.05%) They had too much exposure to coal but the other stuff has more than made up for it. Widening of Panama Canal will be very beneficial and should boost their earnings over the next few years. That will be a growth driver in 2015/16.

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CSX Corp (CSX-Q)
December 23, 2013

(Top Pick Jan 14/13, Up 40.05%) They had too much exposure to coal but the other stuff has more than made up for it. Widening of Panama Canal will be very beneficial and should boost their earnings over the next few years. That will be a growth driver in 2015/16.

COMMENT
COMMENT
December 6, 2013

Railways are a really good sector to invest in. Have unique assets that are very tough to replicate. His favourite in the sector is Norfolk Southern (NSC-N). Most of them are trading at 52-week highs.

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CSX Corp (CSX-Q)
December 6, 2013

Railways are a really good sector to invest in. Have unique assets that are very tough to replicate. His favourite in the sector is Norfolk Southern (NSC-N). Most of them are trading at 52-week highs.

COMMENT
COMMENT
December 5, 2013

This railway had the biggest exposure to coal. There has really been a slowdown in coal production and shipments, so the company had some fairly significant damage. Recently the whole sector has tended to trade off a little bit. He prefers Union Pacific (UNP-N) whose volumes are more diversified. As a category, these railways are not cheap but they tend to reward shareholders every year with a dividend increase.

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CSX Corp (CSX-Q)
December 5, 2013

This railway had the biggest exposure to coal. There has really been a slowdown in coal production and shipments, so the company had some fairly significant damage. Recently the whole sector has tended to trade off a little bit. He prefers Union Pacific (UNP-N) whose volumes are more diversified. As a category, these railways are not cheap but they tend to reward shareholders every year with a dividend increase.

BUY
BUY
December 3, 2013

(Market Call Minute.) Suffered a little bit because of coal shipments, but have more than made up with intermodal, chemicals and the auto business. Bringing their operating ratio down.

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CSX Corp (CSX-Q)
December 3, 2013

(Market Call Minute.) Suffered a little bit because of coal shipments, but have more than made up with intermodal, chemicals and the auto business. Bringing their operating ratio down.

PARTIAL SELL
PARTIAL SELL
November 7, 2013

Likes the rail business as it has consolidated over the last 5-6 years. Have taken out a lot of costs and made a lot of acquisitions, which has really helped. It had a great run, so if you own, he would consider taking some off the table.

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CSX Corp (CSX-Q)
November 7, 2013

Likes the rail business as it has consolidated over the last 5-6 years. Have taken out a lot of costs and made a lot of acquisitions, which has really helped. It had a great run, so if you own, he would consider taking some off the table.

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