Keith Schoonmaker

More From Keith Schoonmaker

Norfolk Southern's Wide Moat Remains on the Rails

Coal may still be in long-term decline, but positive near-term trends have led us to boost our fair value estimate.

Keith Schoonmaker Feb 15, 2017

Hunter Harrison Joining Activist to Influence CSX

Former Canadian Pacific CEO is teaming up with an activist investor to try and boost results at CSX.

Keith Schoonmaker Jan 19, 2017

FedEx Tripped Up by Ground as It Gears for Growth

Growth would have been greater this quarter had management not discontinued relationships with customers with which it could not agree on pricing and capacity for peak season, but this discipline bodes well for future margin improvement.

Keith Schoonmaker Dec 21, 2016

For Industrials, Defense Likely Greatest Beneficiary

Near-term uncertainty surrounding industrial stocks' performance increased with the election of Donald Trump.

Keith Schoonmaker Nov 9, 2016

CSX Preserves Margins Despite Plunge in Coal Volume

There's more to this wide-moat rail than just coal, but adjusting to a low-coal book of business takes some time.

Keith Schoonmaker Oct 12, 2016

Positive News at FedEx

The narrow-moat shipping giant reported excellent fiscal first-quarter Express and Ground results despite relatively stagnant global economic growth.

Keith Schoonmaker Sep 21, 2016

Union Pacific's Getting Bigger and Better

The railroad continues to produce outstanding operating ratios, despite demand fluctuations.

Keith Schoonmaker Nov 4, 2015

TNT Deal Will Enhance FedEx’s Moat Over Time

FedEx's $4.8 billion bid for TNT will combine two firms with quite different strengths while boosting global delivery cost advantages, writes Morningstar analyst Keith Schoonmaker.

Keith Schoonmaker Apr 7, 2015

More About Keith Schoonmaker

Keith Schoonmaker, CFA, is director of industrials equity research for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. Before assuming his current role in 2012, he was an equity analyst covering the transportation industry.

Prior to joining Morningstar in 2007, Schoonmaker worked for more than a decade in product development and consulting in the paper industry.

Schoonmaker holds a bachelor’s degree in chemistry from Wheaton College and a master’s degree in business administration from Northwestern University’s Kellogg School of Management. He also holds the Chartered Financial Analyst® designation. In 2011, he ranked first in the industrial transportation industry in The Wall Street Journal’s annual “Best on the Street” analysts survey.