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

To: Grommit who wrote (50953)	2/22/2013 10:13:51 PM
From: Spekulatius	Respond to of 78701

Yes, UNP is the better company and maybe is the better buy in the long run. One interesting thing thst may change the dynamic in favor of the east coast RR is the Panama canal expansion due in 2015, which will enhance the competitiveness of the eastern ports for the asian trade, The thinking goes, that the flow of goods will go partly through the eastern ports and then on rails, rather than through west coast ports and the western rails, depending on destination of course. "X", and investor on Investorvillage has pointed this underappreciated point out for me. beta.fool.com Still, I think UNP is and probably will remain the better company and a12x multiple rather than a 11x multiple may well be worthy for a better franchise.