Revisiting My Union Pacific Sell Ratings

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About: Union Pacific Corporation (UNP)
by: Cory Cramer
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Cory Cramer
Value, portfolio strategy, contrarian, medium-term horizon
Summary

I've written two 'sell' articles on Union Pacific the past 2 years.

This article examines the performance of those ideas and explains the larger rotational strategy I have been promoting since early 2018.

I examine the expected forward returns of UNP, and give my suggestions for what investors who might have rotated out of UNP should now do.

Source

Introduction

This article is going to cover several investing topics that aren't restricted to Union Pacific, but for which Union Pacific (UNP) will serve as a very good example. In the last