SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Value Investing
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Paul Senior who wrote (33233)1/8/2009 2:02:15 AM
From: Spekulatius  Read Replies (1) of 78742
 
CSX - the argument went that those RR companies benefit from high fuel prices (because of their inherent energy efficiency). Now should we not deploy the reverse logic and say that RR are less competitive when fuel is cheaper as is the case now.

Infrastructure may benefit RR a bit but better roads if anything would also benefit the truckers - the RR main competitions. The biggest near term problem is that there is just less stuff to haul around - less steel, less cars less almost everything is produced and less needs to be moved. the earnings forecast seem to ignore all that and assume that the RR can increase tariffs by a substantial amount to make up for all this. This just does not seem all that plausible to me.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News