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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: TheStockFairy who wrote (26517)	4/10/2007 4:27:29 PM
From: Carey Thompson	Respond to of 78715

I must commend richardred on stating 'for the record' that railroad stocks were experiencing newfound revenues and profitability. richardred has been trumpetting railroads on this thread and others since 2005. He saw the turnaround in railroads early, and he saw the railroads new comparative advantage over trucks for long distance hauling. Note: railroads have the advantage in long distance hauling only. And since most of the USA imports arrive into west coast ports and must be hauled as much as 3,500 miles to the east, there is a lot of long distance hauling going on throughout the the USA. After going through years of unprofitability and neglect -- Neglect of their physical plant and rolling stock. Neglect by the Wall Street investment community. The railroads are profitable again. 'The last shall be first.' richard is good counsel and very insightful on the changing long term trend of the railroads. Last night while watching the Nightly Business Report, I heard some Wall St guy mimicking what richardred has been telling us for years - that RRs are making money shipping low sulphur coal from the Powder River basin in Wyoming to powerplants in the eastern USA. The Wall St guy was pushing Union Pacific shares, while richardred only pushes us to think. richardred was first, buffett's buying of Burlington Northern and other railroads, was next.