Kansas City Southern

KSU-N

NYSE:KSU

151.44
0.42 (0.28%)
Headquartered in Kansas City, Missouri, Kansas City Southern is a transportation holding company with railroad investments in the U.S., Mexico and Panama.
More at Wikipedia

Analysis and Opinions about KSU-N

Signal
Opinion
Expert
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.

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
Portfolio Manager, Aston Hill Financial
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.

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
Vice President and Partner, Campbell Lee & Ross
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.

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
Managing Director, Portfolio Management Corp
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.

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
Portfolio Manager, Lightwater Partners
Price
$106.910
Owned
Unknown
BUY WEAKNESS
BUY WEAKNESS
June 17, 2010
Railroad. On his radar.
Railroad. On his radar.
Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
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.
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.
Alan Kral , CFA, CIC
Vice President, Trevor Stewart Burton & Jacobsen Inc.
Price
$16.070
Owned
Yes
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