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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (43150)	7/5/2011 12:54:30 PM
From: E_K_S	Read Replies (2) of 78735

Hi Paul - Any opinion on CSX Corp. (CSX). Company split 3:1 in June and continues to sell near all time highs. I sold this one way too early and looking at this again, they appear to still be in value territory. finance.yahoo.com I am considering selling my GATX Corp. (GMT) which was a play on oil rail cars and NG infrastructure equipment & services and putting the proceeds into CSX which reflects a broader play in coal transport. I just can not believe how well CSX has performed vs GMT : finance.yahoo.com PE is better for CSX at 13 vs 16. CSX has a much better debt profile than GMT. Their LT Debt/ Annual Net Income is around 5. I guess I should feel lucky that I can get out of GMT w/ a profit with my initial buy in 2/2011 at @35.00. I want to stay in the "energy" transport sector and am looking at Intrastate NG pipeline(s) and/or rail. Any other ideas worth considering? FWIW Union Pacific Corporation (UNP) also looks like a similar value to CNX. UNP forward PE around 13 and LT Debt/ Annual Net income at 3.9. This one has the best debt profile of the group. EKS

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