A few years ago I wrote a post about how the US railroad industry has become a monopoly with a neat map. The article was well received and continues to receive interest from readers. The following post is an update to that article. Of the Class I railroads in the US, the following four are …
Continue reading ‘How the US Railroad Industry Became a Monopoly: Chart’ »
Ever wonder what fits in one rail car? The following infographic shows how much a rail car holds for some of the items: Click to enlarge Source: AAR The major North American listed railroads are: Company: Canadian National Railway Co (CNI) Company: Canadian Pacific Railway Ltd(CP) Company: CSX Corp (CSX) Company: Kansas City Southern (KSU) …
The transportation sector is lagging so far this year relative to the performance of utilities and healthcare. Railroads form a big portion of the transportation sector. The year-to-date returns of major North American Class I railroad stocks is shown below: Click to enlarge The 5-year returns of major North American Class I railroad stocks is …
Continue reading ‘On the Performance of North American Railroad Stocks’ »
The Railroad industry in North America is an oligopoly with a handful of players dominating the market. From an investment perspective railroads are solid long-term investments with consistent growth and stable and growing dividends. As a cyclical sector, railroads tend to follow the overall state of the economy. Railroad stocks were flat to down until …
Continue reading ‘Is it Time to Invest in Railroad Stocks ?’ »