A review of five consumer stocks with high margins, low betas and steady dividends.
Why I like PepsiCo better than Coca-Cola.
Consumer stocks may minimize the damage in a downturn in equities.
Thursday, October 16, 2014
A Case For Lower Volatility: Consumer Stocks
http://seekingalpha.com/article/2568145-a-case-for-lower-volatility-consumer-stocks
Tuesday, October 14, 2014
The Economists Are Wrong: Rail Traffic Indicates GDP Growing Faster Than They Think
http://seekingalpha.com/instablog/9857091-michael-hooper/3349445-record-setting-rail-traffic-shows-economy-growing-faster-than-economists-think
Record Setting Rail Traffic Shows Economy Growing Faster Than Economists Think
U.S. railroad traffic in third quarter 2014 set records that lead me to believe Gross Domestic Product will rise higher than economists predict.
Last month, a survey of leading economists lowered their forecast for GDP growth to 3.0% from 3.1%.
I expect third quarter GDP to grow 4% to 4.5% due to record setting demand for intermodal freight, which is primarily the goods that trade in stores and businesses.
How Likely Is A Merger Between CSX and Canadian Pacific?
E. Hunter Harrison, CEO of Canadian Pacific, wants to merge with CSX Transportation and acquire two Chicago switching companies.
A look back on the Surface Transportation Board's handling of proposed merger of BNSF Railway and Canadian National Railway. Why the deal fell apart.
CSX is growing flow of intermodal containers and trailers.
Thursday, October 9, 2014
Why I'm Long Canadian Pacific Railway
http://seekingalpha.com/article/2550345-why-im-long-canadian-pacific-railway
Canadian Pacific Earnings Will Double in Four Years.
Management Improves Operating Ratio.
CP is a Transcontinental Railroad With Penetration in U.S. Markets.CP Hauls Record Grain Harvest.
Summary
Management Improves Operating Ratio.
CP is a Transcontinental Railroad With Penetration in U.S. Markets.CP Hauls Record Grain Harvest.
Subscribe to:
Posts (Atom)