Kansas City Southern

KSU-N

NYSE:KSU

309.01
4.44 (1.42%)
Headquartered in Kansas City, Missouri, Kansas City Southern is a transportation holding company with railroad investments in the U.S., Mexico and Panama.
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Analysis and Opinions about KSU-N

Signal
Opinion
Expert
Chart
BUY
BUY
April 21, 2021

CN is bidding for this to counter the smaller CP in a true bidding war for this railroad, the last small rail that can be a takeover target. KSU has crucial routes in Mexico. People don't understand why Mexico is crucial to the car industry--cars are shipped by rail. Almost every big carmaker has a factory in Mexico, and thanks to NAFTA, there aren't many import restrictions. Whoever owns KSU will own this market. Secondly, KSU has many routes in the Gulf of Mexico, which is seeing the biggest boom in the U.S. economy (industrial plants here like plastic). The size of the CN and CP bids means KSU was massively undervalued.

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CN is bidding for this to counter the smaller CP in a true bidding war for this railroad, the last small rail that can be a takeover target. KSU has crucial routes in Mexico. People don't understand why Mexico is crucial to the car industry--cars are shipped by rail. Almost every big carmaker has a factory in Mexico, and thanks to NAFTA, there aren't many import restrictions. Whoever owns KSU will own this market. Secondly, KSU has many routes in the Gulf of Mexico, which is seeing the biggest boom in the U.S. economy (industrial plants here like plastic). The size of the CN and CP bids means KSU was massively undervalued.

Jim Cramer - Mad Money
Price
$297.650
Owned
Unknown
HOLD
HOLD
February 4, 2021

A class 1 rail in the US, but on the smaller side. On the quality of the assets, prefers Union Pacific or CSX in the US. If this is a long-term hold, a good place to be. Strong name, irreplaceable asset. Cyclical. Yet CP is his #1 choice in North America.

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A class 1 rail in the US, but on the smaller side. On the quality of the assets, prefers Union Pacific or CSX in the US. If this is a long-term hold, a good place to be. Strong name, irreplaceable asset. Cyclical. Yet CP is his #1 choice in North America.

Varun Anand
Price
$210.380
Owned
Unknown
BUY
BUY
October 26, 2020
It's the smallest of the major US railways. It just delivered a nice earnings beat though revenues were down 12% YOY. The company reinstated its full-year forecast. Managers have been making operations more efficient. They also have great routes to Mexico. That said, the stock has still taken a hit, because even with this strong quarter, expectations were too high, though the quarterly numbers were good. It delivered the best quarterly of this sector.
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It's the smallest of the major US railways. It just delivered a nice earnings beat though revenues were down 12% YOY. The company reinstated its full-year forecast. Managers have been making operations more efficient. They also have great routes to Mexico. That said, the stock has still taken a hit, because even with this strong quarter, expectations were too high, though the quarterly numbers were good. It delivered the best quarterly of this sector.
Jim Cramer - Mad Money
Price
$179.790
Owned
Unknown
TOP PICK
TOP PICK
January 16, 2020
It is the best US rail you could own. It ties the gulf coast of the US to northern Mexico. US/Mexican trade is growing at about 13%. It has a secular growth backdrop with a cyclical re-acceleration. They have an internal cost reduction program that will take their operating costs down. We are going to get ratification of the North American free trade agreement. (Analysts’ price target is $165.76)
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It is the best US rail you could own. It ties the gulf coast of the US to northern Mexico. US/Mexican trade is growing at about 13%. It has a secular growth backdrop with a cyclical re-acceleration. They have an internal cost reduction program that will take their operating costs down. We are going to get ratification of the North American free trade agreement. (Analysts’ price target is $165.76)
David Burrows
Price
$161.815
Owned
Yes
DON'T BUY
DON'T BUY
March 21, 2016

Has always been the poster child for takeover rumours, especially for Canadian National (CNR-T). Thinks a lot of the takeover premium has been taken out of the stock. It’s a small company and doesn’t have the pricing power of the bigger siblings. Canadian Pacific (CP-T) wouldn’t get enough synergies if they acquired it. Right now you should stay away from the rails, only because of the massive rebound we have had from the bottom. Prefers Union Pacific (UNP-N) because of its good valuation, but would wait for a pullback.

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Has always been the poster child for takeover rumours, especially for Canadian National (CNR-T). Thinks a lot of the takeover premium has been taken out of the stock. It’s a small company and doesn’t have the pricing power of the bigger siblings. Canadian Pacific (CP-T) wouldn’t get enough synergies if they acquired it. Right now you should stay away from the rails, only because of the massive rebound we have had from the bottom. Prefers Union Pacific (UNP-N) because of its good valuation, but would wait for a pullback.

John Kim
Price
$86.520
Owned
No
HOLD
HOLD
December 5, 2013

Tends to be a cyclical company. Much smaller than many of the railways. The extension into Mexico is done through land lease from the Mexican government. This effectively ties the railway to the inter-trade between Mexico and the US. Trade volumes intermodals are definitely going to be a growth story. Longer-term, this will be a little volatile but it will definitely benefit from resurging Mexico as well as the strength in the US. Thinks there is more upside here.

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Tends to be a cyclical company. Much smaller than many of the railways. The extension into Mexico is done through land lease from the Mexican government. This effectively ties the railway to the inter-trade between Mexico and the US. Trade volumes intermodals are definitely going to be a growth story. Longer-term, this will be a little volatile but it will definitely benefit from resurging Mexico as well as the strength in the US. Thinks there is more upside here.

Darren Sissons
Price
$118.090
Owned
No
BUY
BUY
October 16, 2013

CNR-T is his favourite but this would be his second choice. Likes how it is run. Thinks it will be taken out.

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CNR-T is his favourite but this would be his second choice. Likes how it is run. Thinks it will be taken out.

Norman Levine
Price
$113.240
Owned
No
BUY
BUY
April 23, 2013

A nice play on the US-Mexican growth. They have a line that goes directly into Mexico and there is a new port there that is catering to the Mexican auto sector.

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A nice play on the US-Mexican growth. They have a line that goes directly into Mexico and there is a new port there that is catering to the Mexican auto sector.

Jerome Hass
Price
$106.910
Owned
Unknown
BUY WEAKNESS
BUY WEAKNESS
Railroad. On his radar.
Stan Wong
Price
$41.200
Owned
No
TOP PICK
TOP PICK
April 21, 2009
As inventories bottom, there will be a sharp increase in transportation. This is the exclusive carrier out of Mexico. A Canadian railroad may want to buy one of the US ones.
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As inventories bottom, there will be a sharp increase in transportation. This is the exclusive carrier out of Mexico. A Canadian railroad may want to buy one of the US ones.
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Kansas City Southern(KSU-N) Rating

Ranking : 3 out of 5

Bullish - Buy Signals / Votes : 2

Neutral - Hold Signals / Votes : 1

Bearish - Sell Signals / Votes : 0

Total Signals / Votes : 3

Stockchase rating for Kansas City Southern is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

Kansas City Southern(KSU-N) Frequently Asked Questions

What is Kansas City Southern stock symbol?

Kansas City Southern is a American stock, trading under the symbol KSU-N on the New York Stock Exchange (KSU). It is usually referred to as NYSE:KSU or KSU-N

Is Kansas City Southern a buy or a sell?

In the last year, 3 stock analysts published opinions about KSU-N. 2 analysts recommended to BUY the stock. 0 analysts recommended to SELL the stock. The latest stock analyst recommendation is BUY. Read the latest stock experts' ratings for Kansas City Southern.

Is Kansas City Southern a good investment or a top pick?

Kansas City Southern was recommended as a Top Pick by Jim Cramer - Mad Money on 2021-04-21. Read the latest stock experts ratings for Kansas City Southern.

Why is Kansas City Southern stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is Kansas City Southern worth watching?

3 stock analysts on Stockchase covered Kansas City Southern In the last year. It is a trending stock that is worth watching.

What is Kansas City Southern stock price?

On 2021-05-14, Kansas City Southern (KSU-N) stock closed at a price of $309.01.