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 -- Ignore unavailable to you. Want to Upgrade?


To: Madharry who wrote (25793)1/23/2007 9:21:09 AM
From: Wallace Rivers  Respond to of 78702
 
MOT on watch list now. Trading near trough PE from last year.
Received Morgan Stanley downgrade today, IMHO this may be a case of being late to the party, and may create a more attractive entry point.



To: Madharry who wrote (25793)1/23/2007 10:52:55 AM
From: richardred  Read Replies (2) | Respond to of 78702
 
RE-CNI-Don't own it and never owned it, but I like it for a diversified portfolio. I think your only going to achieve moderate gains, but you also have a dividend for a total return. Looks solid to me. I've own CP in the past.

I think the worry is about transporting less lumber for the housing industry via the Illinois Central. You have an event coming up, earnings to after the close. Maybe a niche transporting more corn for the ethanol industry. Tracks serve the ethanol belt. Corn prices are up and Canada grows plenty. The Canadian dollar has been strong however.