RRA - News and Analysis from Seeking Alpha 'RRA' Tag RSS Syndication from SeekingAlpha.com SeekingAlpha.com http://seekingalpha.com/symbol/rra Fortress Sub Gives Up Oregon Shakedown http://seekingalpha.com/article/92465-fortress-sub-gives-up-oregon-shakedown?source=feed 92465 Wes Edens must be starting to wonder if he’s ever going to catch a break. It’s one thing to have a second-tier wannabe Street Nabob beating on Fortress Investment Group’s (FIG) stock, but now its RailAmerica (RRA) subsidiary has abandoned, under pressure, an attempt to extort $23 million, plus ongoing surcharges and subsidies, from the state of Oregon and various related enterprises to restore service on the Coos Bay section of its Central Oregon & Pacific Railroad.

The line closed suddenly in September 2007, allegedly because of deteriorating tunnels, leaving the Coos Bay port, in southwest Oregon, and its mostly timber shippers without rail service. Much sharp-curve steel-on-steal squealing ensued, growing only louder as RailAmerica came up with the brilliant wheeze of having anybody else pay for repairs. It then agreed to sell the line, at a so far undisclosed price, on condition that it kept control over a vital section.

]]> Mon, 25 Aug 2008 06:47:52 -0400 Greg Newton Greg Newton submits:

Wes Edens must be starting to wonder if he’s ever going to catch a break. It’s one thing to have a second-tier wannabe Street Nabob beating on Fortress Investment Group’s (FIG) stock, but now its RailAmerica (RRA) subsidiary has abandoned, under pressure, an attempt to extort $23 million, plus ongoing surcharges and subsidies, from the state of Oregon and various related enterprises to restore service on the Coos Bay section of its Central Oregon & Pacific Railroad.

The line closed suddenly in September 2007, allegedly because of deteriorating tunnels, leaving the Coos Bay port, in southwest Oregon, and its mostly timber shippers without rail service. Much sharp-curve steel-on-steal squealing ensued, growing only louder as RailAmerica came up with the brilliant wheeze of having anybody else pay for repairs. It then agreed to sell the line, at a so far undisclosed price, on condition that it kept control over a vital section.


Complete Story »]]> FIG RRA Greg Newton Railroad Stocks Right on Track http://seekingalpha.com/article/26714-railroad-stocks-right-on-track?source=feed 26714

However, this group may have several investment opportunities as most of the railroads pay dividends and many have relatively low P/E ratios. So how do you analyze a railroad, besides looking at the usual statistics? First, you have to look at the items they transport. Is there a strong demand for the commodities that they haul? Is that demand expected to get stronger in the future?

In addition, you have to look at the cost of fuel for their locomotives, and their ability to pass on that cost to their customers. Here is a list of the major rails, most of which are traded on the New York Stock Exchange:

]]> Mon, 12 Feb 2007 04:16:19 -0500 Stockerblog Stockerblog submits: The railroad industry is an area that has been overlooked by many investors, maybe because they consider it "too 19th century."

However, this group may have several investment opportunities as most of the railroads pay dividends and many have relatively low P/E ratios. So how do you analyze a railroad, besides looking at the usual statistics? First, you have to look at the items they transport. Is there a strong demand for the commodities that they haul? Is that demand expected to get stronger in the future?

In addition, you have to look at the cost of fuel for their locomotives, and their ability to pass on that cost to their customers. Here is a list of the major rails, most of which are traded on the New York Stock Exchange:


Complete Story »]]> BNI CNI CP CSX FLA GSH GWR KSU NSC PWX RRA UNP Stockerblog Lots of Value Riding the Railroad http://seekingalpha.com/article/15198-lots-of-value-riding-the-railroad?source=feed 15198 reported on Monday that investors who drove railroad shares down about 12 percent in the past month may be underestimating the extent to which they haul less-cyclical freight and the extent of their inroads against trucking companies. Fundamentals favored by the market lately with respect to railroads suggest Canadian National Railway Co. (CNI) may be most worthy of consideration, with Canadian Pacific Railway Company (CP) and Norfolk Southern Corp. (NSC) close behind and of particular interest to value aficionados.

With railroads so heavily tied to fixed capital, this hardly seems like an industry that would have much appeal to modern investors. Even relative to other cyclical companies, it might seem hard for rail firms to generate much growth. After all, we can't expect carriers to build new routes as easily as the typical manufacturer might build a new factory.

]]> Tue, 08 Aug 2006 22:29:46 -0400 Marc Gerstein reported on Monday that investors who drove railroad shares down about 12 percent in the past month may be underestimating the extent to which they haul less-cyclical freight and the extent of their inroads against trucking companies. Fundamentals favored by the market lately with respect to railroads suggest Canadian National Railway Co. (CNI) may be most worthy of consideration, with Canadian Pacific Railway Company (CP) and Norfolk Southern Corp. (NSC) close behind and of particular interest to value aficionados.

With railroads so heavily tied to fixed capital, this hardly seems like an industry that would have much appeal to modern investors. Even relative to other cyclical companies, it might seem hard for rail firms to generate much growth. After all, we can't expect carriers to build new routes as easily as the typical manufacturer might build a new factory.


Complete Story »]]> BNI CNI CP CSX FLA GBX GSH GWR KSU NSC PRRR PWX RRA Marc Gerstein Earnings Schedule and Estimates for Wednesday, Feb. 15 http://seekingalpha.com/article/6810-earnings-schedule-and-estimates-for-wednesday-feb-15?source=feed 6810
Applied Materials Inc. (AMAT)
Q4 2005 Revenue Estimate: $1.80B
Q4 2005 EPS Estimate: $0.16
Q1 2006 Revenue Estimate: $1.95B
Q1 2006 EPS Estimate: $0.18

aQuantive Inc. (AQNT)
Q4 2005 Revenue Estimate: $82.35M
Q4 2005 EPS Estimate: $0.14
Q1 2006 Revenue Estimate: $85.13M
Q1 2006 EPS Estimate: $0.13

]]> Wed, 15 Feb 2006 00:05:42 -0500 SA Editors
Applied Materials Inc. (AMAT)
Q4 2005 Revenue Estimate: $1.80B
Q4 2005 EPS Estimate: $0.16
Q1 2006 Revenue Estimate: $1.95B
Q1 2006 EPS Estimate: $0.18

aQuantive Inc. (AQNT)
Q4 2005 Revenue Estimate: $82.35M
Q4 2005 EPS Estimate: $0.14
Q1 2006 Revenue Estimate: $85.13M
Q1 2006 EPS Estimate: $0.13


Complete Story »]]> AMAT AQNT BIIB DTE ECA EXPE GPRO GSIC HPQ JNY LIOX NTAP ODP PGN RRA SFUN SA Editors Stocks Covered by The Transport Stock Blog http://seekingalpha.com/article/6172-stocks-covered-by-the-transport-stock-blog?source=feed 6172 Here’s the list of stocks covered by, or mentioned by The Transport Stock Blog. You can click on a ticker symbol to pull up a list of all the articles which discuss or mention that stock:

Stocks

]]> Thu, 01 Jan 2004 13:27:42 -0500 SA Editors Here’s the list of stocks covered by, or mentioned by The Transport Stock Blog. You can click on a ticker symbol to pull up a list of all the articles which discuss or mention that stock:

Stocks


Complete Story »]]> AAI ABG ACAT AFFM AKH ALEX ALK ALV AMR ASR AVL BA BAIRY.PK BNI BRW BWA CAL CBA CEA CHRW CKH CLC CNI CP CPA CPRT CRNS CSX DCX DRCT DRYS DSX DTG EAGL ERJ EXPD F FDX FLA FLE FLI FRO FSS GAN GBX GD GE GM GMR GMT GNTX GOL GPI GSH GWR HMC HOG HTLD IPCC IPX JBLU KFS KNX KSU LCC LEA LFL LMT LUV MGA MOD NAVI NOC NSANY NSC ORLY OSG OSK PACR PCAR PGR PII R RAIL RJET RRA RTN RYAAY SFL SKYW SNSA SPW TBSI TDW THO TK TKS TM TP TRMD TRN TRW TTM UAUA UHAL UNP UPS UTIW UTX VLKAY.PK VOLVY WAB WGO WNC ZNH SA Editors