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Archive:

Railroads

Be On The Lookout….

Tomorrow I will be publishing an interesting piece on TheStreet.com’s Real Money section titled “Coal in your stocking: hypocrisy, senility, or common sense?”  The piece discusses Mr. Buffett’s recent acquisition of BNSF, and highlights his indirect bet on coal.  The piece also highlights some trading ideas in the coal and railroad sectors that you may […]

Dahlman Rose & Co. Global Transportation Conference 2009 (Day 1: Railroads)

*Real Time Notes Updated Frequently BNSF: Thomas Hund, Executive VP & CFO I am currently attending this conference and will be doing some random live updates throughout the day.  I am currently listening to a presentation by BNSF’s Thomas N. Hund, Executive Vice President & Chief Financial Officer.  He is presently discussing the important of […]

US Railroad Activity Not a Bright Spot for Shipping Rates

As seaborne shipping acts as the bridge for global trade, the US’s railroad and trucking systems are the backbone of domestic bulk transport. It goes without saying that at some point the majority of goods imported to or exported from the US likely find themselves traveling on a rail car or truck before reaching their […]