Chart: Commodity Types Carried by Major North American Railroads

click to enlarge

Source: Association of American Railroads

Quick Take: Coal accounted for 45.4% of all commodities carried by Class I railroads in 2008 and 23.5% of total revenue.

Comments

[User 283977:]

David... do you have this data by the different Class I railroads?

Jun 22 12:25 PM

[David Hunkar:]

Hi User
Currently I don't.But I am doing some research to collect this type of data.Railroads report data on a weekly basis. So its tricky to collect data easily. Feel free to go to my site and send me an if you prefer.I can forward the data I collect. Thanks.

Thanks

Jun 23 01:09 AM

[User 283977:]

Hi David,

I went on your site… more great data. I was very interested in the average yearly return on RRs data. When you divided those average returns on your site by the current stock price, you get a % Return by current $ share cost number. On that basis the top three "value" purchases based on today's share prices would be CSX (.84 %/$), CP (.76 %/$) and CNI (.75 %/$).

BNI, the second largest average return appears to be substantially over priced with a ratio of .41 %/$. Based on these numbers for BNI to have the same value as CSX its price per share would have to drop to $35.

Did you include dividends in your calculation of returns, or was it just stock price appreciation?

Jun 23 11:01 AM

[mkreisel:]

BNI also spun off Burlington Resources in 1989, which was then taken over by ConocoPhillips for $35.6 billion in 2006. BNI's current market cap is only $25 billion.

Could Burlington Resources be included in computing BNI's return?

Jun 25 04:36 AM