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Exceptionally well run. Hit all its landmarks. Loves it. Pure play, best of class. Owns TPZ instead, a spinoff of TOU and which it still has a stake in.
A royalty play, and a spinoff of TOU, which it still has a stake in. Look at TPZ if you want a more defensive exposure to energy for growth, dividends, and exposure to the commodity price.
Exceptionally well run. Up until the last couple of years, a great secular growth story. The takeover of KSU will put a cap on the stock for the time being. Over the long haul, the absolute tonnage they've transported hasn't really increased. They've just become more efficient and raised prices. Stagnant profit growth. The KSU deal means a lot more debt, and a lot more shares outstanding. With valuations where they are, he'd take his money off the table.
Exceptionally well run. Up until the last couple of years, a great secular growth story. The takeover of KSU will put a cap on the stock for the time being. Over the long haul, the absolute tonnage they've transported hasn't really increased. They've just become more efficient and raised prices. Stagnant profit growth. The KSU deal means a lot more debt, and a lot more shares outstanding. With valuations where they are, he'd take his money off the table.
