The Railroad Week in
Third Quarter 1999
- Week ending September 25, 1999
KSU and the Janus Fund; how rail stocks relate to market performance; Class I performance post-Conrail breakup -- a mixed bag; Solomon Smith Barney covers more rail stocks; lessons for Class Is in Vietnam War?; more rail performance woes mean more deserting transportation partners.
- Week ending September 18, 1999
NS's Goode at the ASLRRA; Barrons on the Canadian Pacific; New Jersey rail lines and the environment; aftermath of Hurricane Floyd; rail crossing safety; rail stocks slide in jittery market; Dan McShane on the NEKM line sale.
- Week ending September 11, 1999
UP upgrade; TP&W's new owner; STB and Riverdale transload; Buffalo congestion and
other post-Conrail adventures; more on Market Value Added.
- Week ending September 4, 1999
Market Value Added (MVA) and rail stocks; Unions on shortlines? -- Frank Wilner reports; Velocity key to UP's recovery; cultural changes at NS and CSX needed.
- Week ending August 28, 1999
Possible resurgence in cyclicals good for the rails; UNP gets good ink in WSJ; Shortlines feeling financial pinch from NS service shortfalls; RAIL reports 2Q99 results; GNWR, MPO added to WIR shopping list; Financial aspects of MPO-WAB.
ending August 21, 1999
Investment potential of MPO, ABCR, GNWR; MPO-WAB deal on hold;
ROIC applied to shortlines, class 1 roads; Conrail merger press releases
don't match reality as seen in the field; The other shoe drops on
ending August 14, 1999
Reading between the lines of stock analysts' reports; class 1 stocks
finish the week mixed and why; Investing in rails DRIP by DRIP; PWX
posts quarterly results; Scott Flower on ROIC.
- Week ending August
Bob Dingman adds another
CN line; Anacostia's NY & Atlantic in safety drill with NYPD and NYFD;
Rail rolling stock trends as investment opportunities; WC and GNWR
results for 2Q99; KCS reports 2Q99 earnings and stands pat on Stillwell.
ending July 31, 1999
More on RTEX investment
potential; NS earnings for 2Q99; KCS sparks feud re split up; Randy
Resor on railroad technology purchasing habits; Conflicting NS and
CSX reports from the field and from the home office
ending July 24, 1999
Earnings Week: NSC, RTEX; KSC split in the news again; Commentary
on RR's approach to technology; Further reports from the field on
the Conrail deal do not necessarily support cheery reports from HQ
ending July 17, 1999
Earnings Week: BNI, CSX, UNP; Letter from NSC to STB re performance
measures and practices; data exchange troubles hurt shortlines' post-merger
results; RTEX gains Wall Street favor.
ending July 10, 1999
The Conrail transaction: Our Story Thus Far; KCS places $100 mm order
for new power from GE; GNWR expands into Mexico; Management shakeup
at WC; RailAmerica receives approval for purchase of Canada's RaiLink;
More on ABCR.
ending July 3, 1999
RailAmerica buys Toledo, Peoria & Western Railroad for $24 mm; CNI
sells 364 miles in Alberta to Texas Shortline operator North American
RailNet; Emons resolves preferred stock question; WC increases stake
in EWS; Rail stock performance YTD; ABC Rail outperforms vendors.
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