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Strategies & Market Trends : Fundamental Value Investing
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To: Sergio H who wrote (2170)8/7/2012 12:48:34 AM
From: Spekulatius1 Recommendation  Read Replies (1) of 4720
 
I agree on UNP over CSX. UNP is the better franchise, imo - CSX is lower valued by ~15% but i think over the longer run, the better franchise will win.

As for ADM, I agree there may be better picks out there without the short term challenges. Unless somebody else feels strongly about keeping ADM in the race, I am inclined to drop the stock from the list.
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