• psychological-dividends
    How will the Panama canal expansion change the game for rails? East vs west? $BRK.A, $UNP, $KSC, $CNI, $CSX, $NS
    12/7/13
    Reply (7)
    • Hillbilly Stock Star: Port of Miami (first stop) finishing major upgrade, my bet is $CSX Long (heavy).
      12/7/13
    • DAG Investments: could high out put mean it's not an either/or game anymore? can rail, barge & pipelines all win? some consolidation perhaps?
      12/7/13
    • James Sands: UNP and BNSF are the largest rail companies in North America. All gov't agencies in so-CA are spending billions for infrastructure....
      12/24/13
    • James Sands: Ports lf LB and LA are the 9th largest in the world, number 1 in the U.S. and billions are being invested, growth expectations to......
      12/24/13
    • James Sands: double intermodal container volumes by 2035 at a minimum....I'd say low impact from Panama
      12/24/13
    • James Sands: UNP is clearly the strongest financial/fundamental rail company today.....just a premium at the moment. All of these companies will benefit
      12/24/13
    • James Sands: with increased global trade...
      12/24/13