Fundamental Value Investing Message Board

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Strategies & Market Trends : Fundamental Value Investing

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To: Sergio H who wrote (2157)	8/6/2012 3:11:41 PM
From: The Ox	1 Recommendation Read Replies (1) of 4721

I still lean towards UNP vs. CSX. I think that CSX is a good value but the long term history shows that UNP is slightly better managed. Over the next 5 years, if history is our guide, then I believe the subtle but clear difference between the 2 will give the advantage to UNP. With one caveat, UNP is up about 30% more than CSX over the past year. Some of the "value" is already priced into the stock. As I said before, I think the portfolio will do fine with either. I'm not sure we should include both, as that would be a heavy weighting in the one industry and I would prefer the portfolio show more diversification.

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