CSX CSX

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    1. Emphasize Barriers to Entry

      Headlines

      Thu, 20 Nov 2014

      part to the dominant market share position of the Class I rails (Burlington Northern, Union Pacific, Norfolk Southern and CSX ), the capital-intensive nature of the industry (capital requirements often exceed 20% of sales) and limited transportation

    2. Canadian Pacific Delivers 26% EPS Growth and 62.8% Operating Ratio (Really)

      Commentary

      Tue, 21 Oct 2014

      cuts, trucking would take share rather than lose it. We wrote Monday about CP's indication of the end of merger talks with CSX at this time, but we don't think this is the final word on railroad mergers. Harrison plans to take his message on the benefits

    3. Canadian Pacific Indicates End of Merger Discussion With CSX

      Commentary

      Mon, 20 Oct 2014

      indicated on Oct. 20 that it has terminated talks with CSX concerning a merger at this time, but also confirmed ..... on Oct. 12 that CP had discussed a merger with CSX , which rebuffed the offer. On the CSX earnings call on Oct. 15, CEO Michael Ward opined

    4. From Barron’s, October 20, 2014 (Part 2)

      Commentary

      Sat, 18 Oct 2014

      stocks and SP500 jumped to 70% from 18% in September. The stocks sold for no good reason include GILD, PRU, WLP, NSC, UNP, CSX [rejected overtures from CP ]. Pg 16-17 : Global African Summit begins on Monday. Asia-Pacific finance ministers meet

    5. CSX ’s Flat Coal Revenue and Solid Margin Execution Yield Record 3Q; No Direct Comments on Merger

      Commentary

      Wed, 15 Oct 2014

      Unsurprisingly, CSX offered no commentary on the possibility of a merger ..... the rumored bid in our note “ A Canadian Pacific- CSX Merger Makes Sense, but Valuation Impact Unknown .” CSX generated record third-quarter revenue, EBIT, and

    6. A Canadian Pacific- CSX Merger Makes Sense, but Valuation Impact Unknown

      Commentary

      Mon, 13 Oct 2014

      estimates and moat ratings for Canadian Pacific and CSX following media reports that CSX has rebuffed an acquisition offer from CP. For an ..... approval will probably take at least a year. Second, CSX 's valuation remains attractive because of near

    7. A Canadian Pacific - CSX Merger Makes Sense, but Valuation Impact Unknown

      Commentary

      Sun, 12 Oct 2014

      moat ratings for both Canadian Pacific (CP) and CSX following media reports that CSX has rebuffed an acquisition offer from CP. For an ..... approval will probably take at least a year. Second, CSX ’s valuation remains attractive because of near

    8. 2 Key Sources of Moat

      Headlines

      Tue, 22 Jul 2014

      s gross profits, the provider will be more apt to provide discounted pricing. North American Class I Railroads-- CSX CSX , Norfolk Southern NSC, BNSF, Union Pacific UNP, Canadian National CNI, Canadian Pacific CP, and Kansas City Southern

    9. Strong 8% Volume Growth Propels CSX to Record Revenue and Operating Income

      Commentary

      Tue, 15 Jul 2014

      CSX leveraged strong volume growth to overcome ..... locomotives, and increased overtime. We expect CSX will recover to normal, smooth operations in ..... to the upside. We maintain our belief that CSX ’s coal volume is in a secular decline and intermodal

    10. Top 10 Purchases and Sales from Our Ultimate Stock-Pickers

      Headlines

      Tue, 3 Jun 2014

      159 6 Citigrp C 3 High Narrow 47.56 0.99 145,385 5 CSX CSX 3 Medium Wide 29.4 0.95 29,408 2 Diageo DEO 3 Medium ..... high-conviction purchases of both Chevron CVX "> CVX and CSX CSX "> CSX , having made new-money purchases in both

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