The Railroad Week in Review:
Public Archives, Fourth Quarter 2001


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  • Week ending December 30
    UP earnings warning -- 87 to 90 cents a share, down from the consensus 93 cents; Rail stock winners and losers for 2000; RAIL makes further progress in debt reduction; WIR goes to paid format effective Jan 1, 2001.
  • Week ending December 23
    NS earnings warning for 4Q00 -- 5 cents to a dime a share vs. the consensus estimate of 20 cents; CSXT emergency teams save the day at hazmat derailment in Philadelphia; Some thoughts on why real rail freight rates have fallen; Short interest decline for most rail stocks.
  • Week ending December 17
    Mike Haverty will takes reins as Chairman of KCS; RAIL, CSX in consortium to run Estonian railway; StatesRail names Dan Lovelady VP and Chief Operating Office effective January 1; Federal Railroad Administrator Jolene M. Molitoris to leave office Dec. 31; GNWR November 2000 carloads off 5% in North America and up nearly two-fold in Australia; further dispatches from the front on the battle over control of Wisconsin Central -- possible freight fallout in the UK. Extra: Report from London.
  • Week ending December 9
    Report on CSXT shortline meeting; Further progress in web-based rate quotes; review of EMON Annual Report; BNSF's FreightWise debuts successfully.
  • Week ending December 2
    Why some rail stocks may offer attractive alternatives to dot-coms for appreciation; Economic harbingers for 2001; WC mulls selling off individual pieces; EWS wins grant to build access to Bristol port; Mike Ward named President of CSXT, other positive signs; NS announces another buyout. Shortline Extra: Outlook for shortlines and why some will fail in 2001.
  • Week ending November 25 (Thanksgiving Extra)
    Ranking the rails stock price appreciation potentials for 2001; CPR a sleeper.
  • Week ending November 18
    RailAmerica completes final phase of $100 mm program to sell off non-core assets and reduce debt; Further details on WCLX palace coup, including names of Burkhardt Group subscribers; GNWR October carloads; BNSF a Cluetrain subscriber
  • Week ending November 11
    Rails retain their cool while market slips badly; Terrible equipment utilization as one of the chief causes of congestion; GNWR completes Bolivian transaction; RailAmerica wins a slot on the Forbes 200 Best Small Companies List; WCLX downgraded; Texas DOT acquires shortline to save it from extinction
  • Week ending November 4
    Valuing KCS -- stock multiples vs. sum of the parts; Wisconsin Central's story is one fraught with challenges; GNWR conference call was predominantly good news; Notes from the BNSF shortline meeting in Fort Worth.
  • Week ending October 28
    BNSF, CN, CP, NS, CSX report quarterly earnings. Common thread: fuel costs way up, earnings improve nonetheless on better revenues and asset yields.
  • Week ending October 21
    CP shortline meeting gets high marks; UP takes quarterly earnings to Wall Street -- looking better fore than aft; Class 1s say "Paper Barriers" not a major concern; CN chides US rails on cross-border process.
  • Week ending October 14
    Ann Thoma's report on the EWS; US rails concerned about impact of high levels of grain storage on equipment availability; St Joe spins off Florida East Coast; Two Oregon shortlines team up with UP to speed interchange and car forwarding; More fallout from STB's proposed merger rules.
  • Week ending October 7
    Synopsis of STB's proposed merger rules; Stock market reacts -- sort of; RailAmerica announces more line sales.

  • Index for Jul - Sep 2000
  • Index for Apr - Jun 2000
  • Index for Jan - Mar 2000
  • Index for Oct - Dec 1999
  • Index for Jul - Sep 1999
  • Index for Apr - Jun 1999
  • Index for Jan - Mar 1999
  • Index for Oct - Dec 1998
  • Index for Jul - Sep 1998
  • Index for Apr - Jun 1998
  • Index for Jan - Mar 1998
  • Index for April - Dec 1997
  • Index for Dec 1996 - Mar 1997

 

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