Reddit Posts
How to capitalize on Panama Canal drying up?
Looking for the right lense to define “AI resistant stocks”
UNP - went short above 100day, will buy around $175
6 stocks to watch on Monday: Union Pacific, Fisker and more (NYSE:UNP)
Feb. 27 Pre-market Movers Board: Opera jumped 9% premarket after Q4 adj EPS and sales beats estimate
Union Pacific (UNP) CEO to step down as hedge fund presses for change
TRANSPORTATION Union Pacific (UNP) CEO to step down as hedge fund presses for change
Union pacific vs Canadian pacific- which one to buy and why?
The dangers of using percentage changes on low-quality stocks to make snap judgements about whether a rally is justified or not
The "lost decade" wasn't lost if you kept investing!
started at the top now we here
The train data we've all been waiting for
Most "good" stocks beat VTI over 5 or more years.
Do you think the market has 50% down from here in all seriousness?
Union Pacific(UNP) offering possible 56.25% return over the next 30 calendar days.
best US railroad to own for mix of price appreciation and dividend accumulation over time?
I don't see any positives for this market anymore. I'm going 100% cash tomorrow.
The Silver Tsunami: How will Baby Boomer retirements affect U.S. employment and stocks?
Quite a few blue chips beat the market. What's the catch?
Union Pacific (UNP) - Best railroad stock to buy and hold “forever”?
Which 30 or so stocks are in Jim Kramer's charitable trust portfolio Action Alerts Plus?
UNP or what rail is good for long term? Do I need a rail?
Union Pacific Railroad (UNP) offering agreement employees stock option with 40% match
Thoughts about infrastructure stocks with Biden plan?
5 Considerations When Picking Stocks for Long-Term Growth
$PAVE options are dirt cheap and infrastructure is about to take off - DD
Aids to identify where the bull market is hiding
$PAVE your way to free money with infrastructure
Mentions
UNP hit a 52-week high last week…time to buy shorts
It interesting all my boring stocks that dont get mentioned on sub are up like COF, UNP, AMGN, PLD, etc. While the names this sub talks about every day are down 8-15% today.
And mostly north to south traffic and least impacted by UNP-NSC.
Agreed. I do quite well with them. I have some plays I sell them more regularly on than others, but part of the issue with the “covered calls destroy wealth” narrative is that it’s almost always founded solely on JEPI, which does not have the flexibility and agility selling covered calls on single stocks can have. When you’re selling the same calls against Walmart or UNP that you’re selling against Nvidia and Google, or even calls on the same formula of Greek letters, you’re getting fucked for sure. When you focus on premiums above all else and sell high delta calls, yeah you’re gonna get fucked. When you have active value and momentum plays with solid fundamentals, with an exit strategy formulated, and strategically sell calls at even close to the right balance of premiums vs gains potential they can beat the market handily and beat the underlying stocks.
Well, CVX is up 10% overnight as we speak, sooo...but I respect UNP too, I'll think about picking some up.
¯\_(ツ)_/¯ I think UNP has higher long term growth potential, especially if their merger with NSC is approved.
Why UNP? Energy (XOM & CVX) has basically the same chart with higher dividends
It took Netflix buying WBD for WBD threads to happen more frequently on this sub lol. It feels like if Comcast had won would have been one thread and then people move on like the UNP railroad deal.
What was that blip with $UNP? That was a massive dip and recovery for afterhours.
Good question. Let me break this down from an institutional investor perspective. **Is it priced in?** Partially, but not fully. The market tends to price in \~60-70% of expected policy changes before they happen, with the remaining 30-40% realized on actual implementation. Trump announcing tariff relief ≠ tariffs actually lifted (bureaucracy, Congressional approval, etc.). **Tickers to track:** Canadian food/ag exposure with US operations: **Direct plays:** \- **MFI** (Maple Leaf Foods) - Canadian meat processor, \~30% US revenue \- **ATD** (Alimentation Couche-Tard) - Convenience stores, cross-border supply chain \- **SJR.B** (Rogers Sugar) - Food ingredient supplier **US beneficiaries** (if input costs drop): \- **TSN** (Tyson Foods) - Uses Canadian beef/pork inputs \- **HRL** (Hormel) - Meat processor, Canada supply chain \- **CAG** (Conagra) - Packaged foods, commodity input savings **Indirect plays** (logistics): \- **UNP/CNI** (railroads) - Cross-border freight volume increase **What happens if all tariffs lifted?** Two-phase reaction: **Phase 1: Immediate (1-3 days):** \- S&P 500 pops 2-4% (risk-on sentiment, inflation relief narrative) \- Small caps outperform (tariffs hit domestics harder) \- Commodities dip (deflationary pressure) \- USD weakens (less economic friction = less safe haven demand) **Phase 2: Gradual (1-3 months):** \- Sector rotation into cyclicals (materials, industrials, discretionary) \- Margin expansion for companies with cross-border supply chains \- Inflation expectations drop (Fed pivot odds increase) \- International stocks outperform (global trade normalization) **Historical precedent:** When Trump paused China tariffs in Dec 2018, S&P rallied 5% in 2 weeks, then gave back half over 2 months (policy uncertainty remained). **My take:** This is a "buy the rumor, sell the news" setup. If you're not already positioned, wait for confirmation (actual tariff removal, not just talk). If you are positioned, consider taking profits on the initial spike and redeploying on pullback. **Risk factors:** \- Political theater (announcement ≠ implementation) \- Retaliatory tariffs from other countries \- Midterm election dynamics (policy reversal risk) Not financial advice. Just sharing my read on the setup.
I own CP and UNP. I bought them for their dividends last millennium. Right now, the economies of Canada and USA are looking at a downturn. Everything this USA admin is doing seems to be lies. They say crap to make you think they are the best thing since sliced bread, in reality, it is just crap. Once it all fails, they will blame the American Public for not believing in them and not letting them have time, whether it be 2 years, 20 years, or 60 years, they just need time. They will not admit failure and will blame everyone else. There are four main actors in the admin #47, Scott Bessent, Howard Lutnik, and Kevin Hassett. Watch what these four actors say and do. They are definitely making themselves rich, but not making Americans rich. Railroads are the most cost effective/efficient way to move goods on land from Point A to Point B. I do not look at their stock price. I bought them to hold them. I am pretty sure all the dividends I have been paid have covered their cost by now. My shares are now just sitting there and my kids will get them when I die. Once the tariffs go away, and the economies pick up, the railroads will go up. Right now, US being the largest trade partner and #47 being hated by Canada and the Canadians rightfully telling #47 to lump it, the stock is going down. This is actually a good time to buy the railroads and be paid while you wait for the economic turn around and America to start buying as much Canadian Wood products as possible. Keep an eye out for November 3, 2026. This is when the next major shift is going to happen. If #47 and his sycophants win, the stock goes down, if #47 and his sycophants lose, the stock will go up. After that, the next big day will be November 7, 2028.
What do you think about railroads? I was looking at UNP recently, maybe Buffett was right about BNSF when he bought years ago.
UNP which should be considering being the first to create a railroad system spanning the United States.
This is gonna rip sooner than later. New UNP train line in Utah & CEO connection to $NNE. #hodl
CAVA, CMG, PGR, KNSL, UNP and LULU are some stocks that havent joined the 52 week high party. Wonder which will be the next UNH. I bought CAVA and KNSL off list to see what happens.
CAVA, CMG, PGR, KNSL, UNP and LULU are some stocks that havent joined the party. Must be others and some of those names may be the next UNH type of turnaround. Just dont know which.
2M Call on UNP 250c 12/19 today. Zero volume yesterday for that option. Someone knows something Hmm
2M Call on UNP 150c 12/19 today. Zero volume yesterday for that option. Someone knows something
I also dont hate this idea. $UNP
The way $UNP is moving is super sus. I know there is some theory that this could be buffett's new investment but it's rallying like crazy all of a sudden
Gradually buying a bit of NVO for a trade. Not bullish on it returning to the growth story it has been and continue to prefer other names for obesity theme, but the selling is excessive at this point and it's technically very oversold. LVMUY would be interesting if it gets to $100. The railroads are kind of interesting - CP in the low 70's, CSX as if (again, *if*) UNP is allowed to buy NSC, BNSF might take a look at CSX. Some life science/CRO names seem like they're finally turning a bit. I like TTWO in the low $220's (or less) with GTA VI next May. Is there anything that I'm excitedly buying atm? No. The stuff that is very hot I've been trimming a bit and there's some mildly compelling stuff in terms of what's been out of favor, but nothing particularly thrilling.
UNP acquires NSC (pending the deal they made) and both stocks go down. Im assuming because investors know that this is going to bring up a monopoly argument? The rail union is opposing the merger. Either way it'll be interesting to see how these stocks move.
Is there a play to be made with the now announced UNP-NSC merger? Union Pacific railroad will buy Norfolk Southern.
I wonder if now is a good time to initiate a position - they've been building bases for a while, forward PE looks pretty reasonable. CP may be my preferred because KSU should be pretty integrated now with regards to cost, etc., while UNP will have to deal with those costs for a while
I’d be surprised if that amount is owed assuming UNP makes reasonable best efforts to get it through regulators.
The deal includes a $2.5 billion reverse termination fee. A pretty penny for UNP to pay if it doesn't work out.
Thanks a lot mate, I really appreciate it. I opened a long position on a CFD contract for UNP at 228$ and I was loosing my mind when I saw it drop so much. Started questioning whether a merger news would bump up the price or is it a negative news. Your comment has calmed me down a little and I guess I should keep it for now. It shouldn't drop any more should it right? Right?...
What are the odds CSX now looks for a merger to compete with UNP... to buy and wait or not 🤔
$UNP going coast to coast... Hopping on that choo choo! 🚂🚂
20 years is too long for tech, that world moves fast. VT is the right call, but if you wanted a single stock rather than a ETF, RIO or UNP would be my picks. RIO is the best large scake iron ore miner in the world. It takes decades to develop a major iron ore mine, the moat is large, and people.will still need steel 20 years from now. Likewise, I dont see Union Pacific not still making money on the frieght rail network 20 years from now.
I rather buy dip from UNP or FI. I can’t convince myself to dip in the Tesla sauce. I made 20% gain twice from AXP and twice from SBUX. This Tesla dip might be the dip of the dip but who knows since gravity doesn’t work for TESLA. “TESLA IS NOT JUST A CAR COMPANY”. Proceeds to miss the lowered estimates and blame on tariffs, decline in vehicle deliveries, lower credit revenue, lower vehicle selling prices. I believe anyone with accounting knowledge knew there were some magic numbers in the report. Cash flow is bad too. Now Tesla is trying to introduce “NEW, MORE AFFORDABLE, CHEAPER MODELS” to stay competitive. Keep in mind the sales in California dropped from 52000 to 41000 between April to June. Do you expect razor thin margin is gonna help the business to stay competitive? We all know theyre no longer growing but struggling to sustain the business instead. It’s not a complicated business and pic is clear enough.
STB allowed CP and KCS because they were the smallest ones. UNP and NS are much bigger than the two above. And STB already used the old rules to allow this to happen. Likelihood of this happening? Microscopic.
I think in general being on the acquired end of a potential acquisition is better for shareholder value than on the acquiring end (where they often pay a premium for the shares). UNP/NSC the news is already priced in for sure (hence why UNP is dipping), but if that does go through I think CSX will likely get bought up by someone else (probly BRK who owns BNSF), which isn't as priced in yet. Plus CSX has a good looking chart, solid earnings, a track record of buying back shares, etc. Most importantly, I'm just a regard anyways.
Why would you not just buy the UNP dip
Yes, that's why it'll be great for everyone if UNP buys them
I've held T, KO, MCD, UNP, and some others for a long time, and they've been pretty good.
Nearly 80% of my portfolio is BRK.B, MA and UNP. I've owned all of them since around 2010. Next 2 largest are TT and LMT, which I've owned since around 2020 iirc.
Low effort mini DD ... WEAT LEAPS and calls, tarrif threat lowered, WEAT at low 30s RSI , price in a dip, never recovered like stocks. Bumper Canadian harvest. January 27th '27 4 C now ASK 1.15, that looks good value to me. January 16th '26, 4 ASK 0.8 My bids, Jan 16 (248d) 4 C 0.65 LIMIT and Jul 18 (66d) 5 C 0.08 > According to JPMorgan analyst Brian P. Ossenbeck, agricultural exports—particularly corn, wheat, and soybeans—are prime targets for Chinese retaliation. >Any new developments on this front could be relevant to investors in the **Teucrium Corn Fund** (NYSE:[CORN](https://www.benzinga.com/stock/CORN#NYSE)), the **Teucrium Wheat Fund** (NYSE:[WEAT](https://www.benzinga.com/stock/WEAT#NYSE)) and the **Teucrium Soybean Fund** (NYSE:[SOYB](https://www.benzinga.com/stock/SOYB#NYSE)). >With a history of leveraging tariffs to disrupt U.S. farm exports, Beijing could once again use this tactic to put pressure on American producers and policymakers. Also transportation may bounce back >The impact of potential tariffs won't stop at the farms. U.S. rail giants like BNSF (2.5% exposure) and **Union Pacific Corp** (NYSE:[UNP](https://www.benzinga.com/stock/UNP#NYSE)) (1% exposure) are directly tied to soybean exports and could feel the squeeze. >Ossenbeck's analysis suggests that retaliatory tariffs on grains could weigh on transportation stocks, adding another layer of volatility to the already embattled Transports sector. Investors in the **iShares US Transportation ETF** (NYSE:[IYT](https://www.benzinga.com/stock/IYT#NYSE)) should remain wary of their holdings. Possibly also # Canadian National Railway (TSE:CNR)Canadian National Railway (TSE:CNR) after Canada had a bumper harvest [https://www.producer.com/markets/wheat-exports-survive-china-pull-back/](https://www.producer.com/markets/wheat-exports-survive-china-pull-back/)
I bought puts on UNP the main RR serving the west coast ports.
UPA? I can’t find the ticker name. Did you mean UNP?
I wouldn’t say any would be indefinite but if you have Visa add some Mastercard too. Physical railroads (UNP) and garbage (WM) two others.
What do people think of the rails at these levels? Looking specifically at the Canadian rails but both they and UNP are basically flat over the last 4 years.
BRK returns outpace UNP over the last 10 years, however if you back beyond 10 years UNP has better returns in that period, it depends a little bit on how you slice it, UNP did slightly beat BNSF in revenue for 2024 however BNSF owns a larger track area and has more employees
Looks like both are close to being the largest. UNP is the largest by frieght volume from what I see on the net. How does BRK stock do by comparison to UNP? https://www.railstate.com/the-ultimate-guide-to-railroad-classes-defining-class-i-class-ii-and-class-iii-railroads/
UNP is Americas 2nd largest railroad, largest railroad is the Berkshire Hathaway owned BNSF rail that moves 17% of all cargo in the nation regardless of method of transportation (this includes truck, rail, pipeline and ship) For full disclosure I am both a BRK and UNP shareholder, and also a little love for good ol American rail 💪🏻🇺🇸
I forget if it was the MF or Peter Lynch in his book that said (as a rule of thumb), don't invest in trains, planes, or automobiles. Though that's a generality. I have UNP and still hold it as it's the largest railroad in the US, irrc. I think I own another one in Canada, CNI, which I'm up around 100%. It's hard to know when self-driving cars will fully come around--I know some are in operation now. I usually don't buy any of their extra newsletter like the above. Thanks for the info.
Bottom line up front: The important thing is to find what works for you. My philosophy is if I can pull my head out of my own ass a little bit more every day, success will follow. I like perspective. The way I see it, the market is efficient in the long term but inefficient and prone to overreaction in both directions in the short term. If you're zoomed out enough, you'll be seeing the actual performance of the company rather than the day to day fear and euphoria of investors. It's still just a chart of what people were willing to pay, not the quality of the company itself, but it's probably more accurate. Companies only release their financials quarterly anyway. Tons of stuff took a dump on August 5 of this year. Was every company somehow worse that day than the day before? No. I think CPI data that came out but I don't even remember. I know I bought that day though. Tell TradingView to show you SPX and use something big like 3 month candles so you can see all the way back to the beginning of the data in 1871 on one screen without scrolling. Turn on log scale. Some people don't like it, but I swear by it. I think it's crazy for anyone to use linear at all. It expands smaller numbers and contracts larger numbers in a way that makes the same percentage change appear the same size, rather than the same price difference appearing the same size. Seeing your $10 stock going to $11 is going to feel the exact same as seeing your $1000 stock going to $1100 (assuming you put the same amount of money into them). There's no reason to let the bigger numbers swamp out the smaller ones when it's the same percentage change. Something growing steadily at 10% a year or whatever is exponential growth and it will appear as a straight line on a log scale. The less ragged the line, the smother the growth. Check out UNP or PGR for some incredibly no thrills very smooth growth. Other interesting things to see is the corner WMT hit in 2000 or the entire flat decade MSFT had. None of that is apparent on a linear scale. Everything looks like it was boring as hell for forever and then went to the moon. Everything looks like we all missed the boat on everything by like 5 years. If it's a good company, we probably didn't. There will be a Warren Buffett type person of the 2100s, and they might not be born until next week or next year. They didn't miss the boat and neither did we. If you can see it at all, today's dip will appear as the current price line being about two pixels below the top of the most recent candle (which is currently green as I type this lol). It looks like literally nothing when you can also see 1929, the 70s, 2000, and 2008 all at the same time. "Introducing the hottest stock hedge funds are buying hand over fist and guess what, Wall Street says it's still a buy!" and you open the article and wow it's a real hidden gem like Facebook or Nvidia. I have no idea if this happens or if it's even legal but I operate under the assumption that articles like that are paid for by institutional investors trying to increase demand so there's more liquidity for them to sell into. Hype and panic are just useless noise. Maybe I should come out from under my rock a little more but I literally didn't know the fed was meeting today. I'd rather err on the side of not letting anything outside like that sway me though. A good company is a good company. Either something I want is cheaper or something I hold is worth more. I had to learn by trial and error what works for me, psychologically. I'm way too prone to second guessing myself to be able to lump sum. I can sit on an unrealized loss no problem, but I risk selling at any percentage gain higher than its long term yearly average. Keeping myself from selling for a small profit is way easier if I DCA. My account buys a set dollar amount every Monday morning. Autopilot. Set it and forget it. I tell it *what* to buy, but it's only one company at a time and I let it run for months. Price starts looking overcooked, I'll point it at something else. I recently had the idea of opening a second account, moving stuff in there once I'm done accumulating it, and hiding the account. Can't sell if it's out of sight, out of mind. I named the account Cold Storage. Also, I like to keep in mind that even though they might end up with shareholder-friendly policies like big budgets for buybacks, ultimately the market is a tool for companies to access capital at a lower cost than actual debt. There's always someone on the other side of your trades, and if the price is outrageously high or low, that someone could be the company itself. Side note. Big fan of GuruFocus letting the free account tier see a company's entire revenue history on a chart you can put on log scale. Also their sankey diagrams for income statements, balance sheets, and cashflow are way better than a dry list of numbers. No log scale for anything on financecharts.com (devs if you see this I would kill for that ability) but having charts for any piece financial data you could ever want makes up for it. Not affiliated with either site.
I've been hearing about HSR my whole life, after 53 years I don't see it happening, much less making money. The LA to Vegas boondoggle is garbage. It will cost 10 or 20 times what is was supposed to and it won't actually go to LA or Vegas. When (if) it's finished it will only be a place where taxpayer money dies. I do like UNP, but I just sold my position.
My impulsive decision to buy UNP is paying off. Thanks for the tip!
WM, LMT, UNP, VZ are all recession proof pretty much.
Most definitely my two largest gains were from RYCEY and RKLB. If I had this amount of money to invest last year I would have split it 4 ways between O, PLTR, CRSP, and RKLB. But I did not, obviously, so RKLB, CRSP, and UNP is what I own.
UNP Railroad that’s been in paying a dividend since they were incorporated, over 160 years ago.
FWIW I checked on our new Treasury Secretary, Scott Bessent, and his filings for Key Square. Here are his funds top holdings QQQ, GLD, UNP, LYB, BABA
Bro. Listen to conference calls. I listen to 30 minimum per quarter and as many as I can after that. After I caught the oil run a few years ago because of what I heard on an XOM conference call I never stopped listening to them. RH is a must for me, RH, XOM, DG, NVDA, AMD, PLTR, UNP, KR, and AAPL are some of my absolute must listens. So eye opening to get a look at what’s going on in many different sectors. It’s boring, but the poker game between the bankers and the CEOs is fun to watch play out
I’d be willing to bet that the previous owner almost certainly claimed those stocks and put them in a brokerage account. Worth checking though, because the UNP stocks (counting stock splits if the certificate is dated before May 1980) alone are worth about $2.8 million.
the fuck? Yes, UNP pays dividends. Source: I own UNP stock.
CMG, KO, MCD, maybe PM and MO and maybe UNP. They all are in my buy areas. Kinda like a candy store out there right now.
I'm doing puts on UNP and GM
I thought Union Pacific (UNP) was wholly owned by Berkshire Hathaway. Doh!
One way to give yourself a dopamine fix is to invest in a covered-call ETF which pays monthly. That'll give you a dopamine rush. I used to hold JEPQ but have switched to GOF. I get about $7,400 per month in distributions, but I have a legitimate need for the income. My favorite stock for gambling used to be UNP. My portfolio was < 2% UNP. Now those funds are in GOF.
Sold my last 110 shares of WMT to buy 30 of UNP just now.
UNP gonna pop tomorrow 
UNP. Huge benefit if it all goes west coast and then rail.
All those containers move by rail. CALLs on UNP.
It sounds like you’re looking for a long term dividend snowball. This Is my 2 cents. I’m in a fairly similar position, don’t consider me an export or experienced but this is what I’ve found being similarly curious. You’re asking a good question. TLDR: just because a company issued a dividend does not mean it is safe, does not mean it will yield stable returns, does not mean you will miss out on big potential gains. You can dividend smaller and beat the market or not beat the market as you can with any strategy. Dividend snowball is just a strategy. Large cap companies are huge because most investors and regular people put money into large cap ETF’s. Makes it much more reliable and you’ll find big P/E ratios that might be scary, but these passive investors and etf investors aren’t inclined to panic sell and cause volatility. Large caps often increase their dividend overtime, so it may have a smaller % dividend but if they increase that dividend it’s effectively larger over time. As you addressed, some of the old classic dividend giants may not have the biggest returns, but some of them still may have huge returns. Consider the business model, is cash to the business more effective at generating returns than cash to the investor? Also consider if they’re buying back their stock or issuing it. If it’s a stable or increasing dividend. For tips on how to find them: I’d say look at the companies in the S&P 500 that issue dividends. If you want something more risky with bigger returns, I look for them by looking at Russel 2000 stocks or stocks in sectors like real estate, industrials, finance, retail, basic materials, shipping. Plenty of REITS and mining companies that are falling knives with eye popping dividends. Problem is you’re buying some risk and you may have to pay more attention to them as these companies are not as stable as like Coca-Cola. Also consider companies that raise their dividends. (Repetitive: If you buy a 20 dollar stock with a 5% dividend it’s a 1 dollar dividend. But if they keep raising it you’re effectively getting a larger % dividend on the same purchase over time.) For how to buy them: create a list of those companies you’re interested in and add them to a list, buy the ones that look like they have a good value deal from there. Careful as some of those companies imo might be value traps. If you find a company that looks like great value with lots of upside potential, maybe see what dividendology says about it. Also I highly recommend finding what an investor with an opposing view might say about them. I like Joseph Carlson’s opinion. I disagree with his philosophy but because of that he points out value traps and weaknesses in stocks I’d personally pick that I wouldn’t have found issues in myself. You can beat the S&P with any strategy. You will most likely underperform as most everyone does. Does not mean there isn’t value to what you’re doing. My rule of thumb is: A dividend snowball is best used for finding stable long term companies that generate an extra cash that don’t need it to prosper. If you want to be more or less active in your portfolio I would prioritize companies that are stable more or less. Or diversify to offset risk. If you’re looking for individual stock picks I’d maybe say UNP, O, PEP. If you wanna talk with someone about good dividend snowball stocks to buy at a certain time you can message me whenever about that topic if you want a second opinion. I’m excited for you. Good mindset good hustle. Hope it pays off for you.
I would not do options or crypto, it's more gambling. Instead invest in some individual stocks: AMZN, AAPL, NFLX, GOOG, ADBE, UNP, etc.
teamster trade dispute in canada shuttering rail lines. $CSX -12% $UNP -7% $GM -3% $F -5% $XPO +2% $UPS +5% disclaimer: I traded some nasty with a raccoon for these deets.
calls: PTON - cheap lottos off the rumors, far enough out that I can get out with a small loss NTES - margin growth continues BJ - will benefit from other stores driving away customers, guidance could be bad with same stores scrambling to undo their mistakes puts: OPRA - awful chart CNI/CP/CSX puts - not earnings related but Canadian rail strike can begin tomorrow. UNP/NSC same deal but no actual positions
Freight has better margins overall, but that shouldn't matter. Same is true everywhere else in the world. Yet in America you dont have proper passenger train companies, or electrified tracks, or high speed trains to remove the need for interstate flights, or even a unified railway system to connect **all** the nations' population centers and just the coastal ones. A major contributor to this problem are the fact that these companies own the rights to railways themselves, adding to the stagnation of this industry. BNSF and UNP dominate west of the Mississippi, CSX and NSC dominate east of it( there's also CNI and CP, but Canadian railway companies are a different story). In general, while the rest of the world's usage of railway exploded over the last 100 years, in the US the exact opposite happened. And it shouldn't have and the reason it did is due to a combination of all the points I previously mentioned.
Literally none of these are monopolies. >Visa/mastercard- financial duopolies Duopoly != monopoly. >Fico- monopoly over the fico score and their analytics business There are several other credit rating agencies, including Experian, Equifax, and TransUnion, and I daresay they are more popular these days. >UNP/CP/CSX- Railway is a highly concentrated business, but its not growing due to the backwards US rail industry as a whole. Three companies named here. >Intuit- the main reason why US citizens need to do their own taxes and why the tax code isn't changing anytime soon. They compete with other tax prep services like H&R block etc. >Netflix- biggest streaming business, but why not pirate everything like a normal person? Disney+, Hulu, Paramount+, etc. etc. etc. >UNH- biggest health insurance company in the world There are dozens of big health insurance companies out there and many employers offer a choice of at least a couple.
Visa/mastercard- financial duopolies Fico- monopoly over the fico score and their analytics business UNP/CP/CSX- Railway is a highly concentrated business, but its not growing due to the backwards US rail industry as a whole. Intuit- the main reason why US citizens need to do their own taxes and why the tax code isn't changing anytime soon. Netflix- biggest streaming business, but why not pirate everything like a normal person? UNH- biggest health insurance company in the world
That’s in my Roth along w/ V, UNH, UNP and KO
UNP - Union Pacific I think we’ll have railroads for a while and, imo, less susceptible to major fluctuations.
Enjoy the gains of UNP after a great earnings call
I sold TSLA and will continue to hold AMZN for a long time more. I don't really think electric vehicles are catching on as much as the media hypes it. If I were to buy a e-car, it would probably be a Toyota. TM is a pretty good divdend yield. I don't believe in investing much in trains, planes or autos. Tho I own boy UNP and CNI. Both have been pretty good over the yeas. Curious about the recent LLY.
Generally speaking, I like to buy good businesses, ideally on sale. Things I look for: Good fundamentals and financials (should be obvious, but don’t buy stock in a company that will never make money or is anywhere near needing RX work. The creditors will always get paid first. A product/service that I can confirm works well/solves a real problem either personally or professionally. If I don’t personally use or know someone who uses a company’s offering, then I don’t really know that I can speak to how well received it is, how replaceable it is, or why I can expect them to sell more of it in the future. In terms of timing/pricing, if a company meets the above criteria, I’m generally looking to pick some up when there is short term bad news that institutions and short term traders are likely going to over react with sentiment. E.g. a UNP train derailment isn’t realistically going to reduce intermodal shipping demand on a freight line they have a monopoly over, GOOG gemini hallucinating doesn’t change the fact that they have a massively profitable search/ad/web services business, etc.
I see something irl doing good business. Honestly it's worked. I invested in target, UNP, CSX, Costco, amd, nvda (way before the AI bubble) Toyota. Basically if I see the value of the company and know they're not a rip off, I'll invest. That means no to bank of America, wells Fargo, tesla, Mcdonalds (because they jacked prices) It doesn't eat I haven't made mistakes. Like buying weed stocks. My personal take, invest what you see and understand, and it's done alright so far. I've been investing for about ten years and my portfolio is up maybe 100 percent since I started.
Rivian may rise, but when? Maybe long term, but in the mean time I'd want to invest in something that will make me money today, tomorrow, and next week. Go there instead. A rule of thumb for a while now is don't invest in trains, planes, and automobles though I've invested in UNP and done alright with it.
$TAP $BUD $KVUE I'm also looking at maybe getting into $UNP
Freight is publicly traded. Union Pacific (UNP) and CSX are both on the market.
UNP. CWCO. Cisco. Target. Cosco
Individual stocks for the long haul. SHW- sherwin williams UNP/CNI either one of those two
UNP (Union Pacific) is also another good one.
AMZN and other megas don’t give a shit about rates. Utilities. MPWR, APH, etc. Boring shit like WM, AZO, ODFL (it’ll come back), UNP Find longs it’s easier than shorting. You can short SOFI if it pops, too much de SPAC taint.
1000 telsa in 2019 around $2/sh.. My boss talked my ear off about stocks so after an investopedia paperhand trial I decided to try for real.. In 2020 I purchased 20 AVGO and 20 UNP these are all I hold🤷🏾♂️
The stock recovers after paying out the dividend... Look at a company like UNP, steadily paying out dividends for decades, it's stock price goes up. I shouldn't have to relinquish ownership in a company (by selling stocks) just to see gains.
Why would Powell care about trains? Wait are you trying to tell us something? Buy UNP and BNI!!!
I sold all my LOW last year, i think i sold it along with all UNP that I had too. Both were great companies to hold, but I needed funds to get CMA, BAC and RTX on a dip.