On the Right Track, CSX Is Now One Pricey Bet -- Ahead of the Tape
Ahead of the Tape: On the Right Track, CSX Is Now a Pricey Bet -- WSJ
Despite low fuel prices pointing toward the contrary, railroads’ competitive advantages remain strong against transportation rivals.
Containers, coal, crude, and codes are investors' current concerns.
Coal headwinds should only be temporary for wide-moat Union Pacific, which gives it an advantage over other rail companies, says Morningstar's Matt Coffina.
Railroads bolstered our confidence in the persistence of excess returns via solid performance through the recent recession and coal weakness.