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James Sands  

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  • James Sands
    YTD total carload traffic: BNSF 0.4%; $CNI 3.0%; $CP 0.5%; $CSX 0.0%; $KSU (2.5%); $NSC 0.1%; $UNP (3.8%)......
    Jun 26, 10:39 AM
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    • James Sands: Based on YTD performance from last year.....
      Jun 26, 10:39 AM
      • James Sands
        $WAB just came across this from building data; WAB has returned positive results every year since 2000, even during the recession.......
        Jun 9, 12:46 PM
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        • James Sands: $WAB has averaged a 21% return/year since 2000 and is up YTD 14.5%. Pretty amazing.....
          Jun 9, 12:52 PM
          • James Sands
            $UNP $CSX $NSC $KSU $GWR BNSF has a substantially stronger quarter in Q1 2015 versus its rail peers-driven by agricultural carloads and rev.
            May 5, 11:31 AM
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              • James Sands
                BNSF quarterly filing out.....
                May 5, 11:22 AM
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                  • James Sands
                    Added some more to $TRN today just over $29/share.....
                    Apr 27, 1:55 PM
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                      • James Sands
                        Based on $TRN 10-Q filing, the only material change made from the last quarters is an added class action in Note 18
                        Apr 24, 12:43 PM
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                        • James Sands: State class actions are unknowns which may require appeals and high litigation fees for each state to determine outcomes....
                          Apr 24, 12:45 PM
                        • James Sands: Key drivers moving forward are further FHWA tests early summer and DOJ investigation process....
                          Apr 24, 12:47 PM
                          • James Sands
                            $HP beats revenue estimates by 16% and diluted EPS by 75%......
                            Apr 23, 3:43 PM
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                              • James Sands
                                $FB $SAFM $UNP weighing on the portfolio, but many hi-flyers today: $HALO $LJPC $SQNM $HP $FFIV $ACAD $TRN
                                Apr 23, 3:19 PM
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                                  • James Sands
                                    Volatility of biotech is insane over the past couple of months: $HALO $LJPC $SQNM
                                    Apr 23, 11:47 AM
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                                      • James Sands
                                        $FB $FFIV $QCOM 0 for 3 on AH earnings today with all companies down.....
                                        Apr 22, 5:49 PM
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                                          • James Sands
                                            Despite weakness from $ILMN $SAFM and $TRN, portfolio is still up today.....leaders include $MA $LJPC $SQNM $MBLY
                                            Apr 22, 12:37 PM
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                                              • James Sands
                                                $SAFM $PPC $TSN 3.8 million birds slaughtered due to avian bird flu outbreak to date....driving feed cost futures lower...
                                                Apr 22, 10:54 AM
                                                Reply (1)
                                                • Investor RockieK: http://bit.ly/1ySwVLN
                                                  Apr 22, 11:14 AM
                                                  • James Sands
                                                    More clouds ahead for $TRN with the new criminal investigation probe...saga continues.
                                                    Apr 22, 10:49 AM
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                                                    • Chancer: Just maybe, the whistle blower competitor who pushed original lawsuit, saw over turn on appeal from new tests. Might have used political...
                                                      Apr 22, 1:12 PM
                                                    • Chancer: ...connections with Democrat Senator/DOJ to continue attack on TRN- which can be "slowed down" during criminal probe.
                                                      Apr 22, 1:14 PM
                                                      • James Sands
                                                        $ILMN crushes earnings estimates by 26% and beats on top-line by 2%.....
                                                        Apr 21, 5:09 PM
                                                        Reply (1)
                                                        • James Sands: Near parity between non-GAAP earnings and GAAP earnings per diluted share.....
                                                          Apr 21, 5:10 PM
                                                          • James Sands
                                                            Nice pop today on $LJPC with Oppenheimer upgrade and $43/share price target.....
                                                            Apr 21, 10:36 AM
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                                                              • James Sands
                                                                Liquidated $PCYC today for a 60% total return over the past year. Not interested in holding $ABBV and already have other core holdings....
                                                                Apr 15, 9:00 PM
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                                                                • James Sands: Core Health Care holdings include $GILD $ILMN and $ACAD.....
                                                                  Apr 15, 9:01 PM
                                                                  • James Sands
                                                                    $SAFM long-term weakness for soybean meal, near-term weakness for corn: http://bit.ly/1CVpwGz
                                                                    Apr 14, 11:51 AM
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                                                                      • James Sands
                                                                        $HP up huge today, keep focused on WTI spot market prices.....
                                                                        Apr 6, 1:07 PM
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                                                                          • James Sands
                                                                            Oh the irony, my only positive holding today, just happened to be $HP.......
                                                                            Mar 25, 6:24 PM
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                                                                              • James Sands
                                                                                Interesting events of a la carte TV developments:http://bit.ly/1xmvpk8 $CMCSA $TWX $DIS $FOXA $AMC $DISCA $SNI $NFLX $AMZN
                                                                                Mar 20, 1:27 PM
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