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  • Buffett's Burlington Buy Is Really a Bet on China [View article]
    Thanks, Texas_Technoman


    On Nov 06 10:30 AM Texas_Technoman wrote:

    >
    > BNI is a much stronger player in the intermodal (trailer/container
    > on flat car) sector than UNP. In fact, up until the current slowdown,
    > BNI's intermodal traffic has grown more than all the other North
    > American RR's combined. UNP is stronger in the Industrial Products
    > sector (o/t coal), which feeds an industrial base in the US....that
    > is shrinking. The future is in containerized freight (both import/export)
    > and domestic...rails do the long haul, motor carriers the pick up
    > and delivery....it's all about Intermodal!
    Nov 20 15:15 pm |Rating: 0 0 |Link to Comment
  • Buffett's Burlington Buy Is Really a Bet on China [View article]
    Why BNI as opposed to UNP?
    Nov 06 10:08 am |Rating: +1 0 |Link to Comment
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