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BNSF Railway posts

Serious Money: What Should Warren Buffett Do Next?

Posted Mar 2nd 2011 9:20AM by Sheldon Liber (RSS feed)
Filed under: Berkshire Hathaway (BRK.A), Market Matters, American Express (AXP), Serious Money, Republic Services Inc. (RSG), National Grid (NGG)

Last Friday Warren Buffett said he was anxious to pull the trigger on another large deal -- having only recently completed the Berkshire Hathaway (BRK.A and BRK.B) acquisition of the Burlington Northern Santa Fe Railroad. Since then, prognosticators far and wide have been making suggestions about his next possible moves.

Considering I wrote about the railroads the day before the BNSF announcement, I thought I would share a few ideas, old and new.

Continue reading Serious Money: What Should Warren Buffett Do Next?

Keep pace with Burlington Northern, keep pace with the railroad rebound

Posted Apr 30th 2009 1:30PM by Joseph Lazzaro (RSS feed)
Filed under: Stocks to Buy, Burlington Northern Santa Fe (BNI)

Time was – not long ago – the railroads were the darlings of Wall Street. Extraordinary demand for commodities from emerging markets and strong international trade increased demand for rail transport.

But then came the winds of September/October 2008: a financial crisis and the ensuing global recession stopped both commodity demand and trade nearly cold, and Wall Street soon soured on the railroads as well, including Burlington Northern Santa Fe (NYSE: BNI). The Street drove UNP's shares down to about $50 per share from over $114 in less than eight months. Warranted? Hardly.

Continue reading Keep pace with Burlington Northern, keep pace with the railroad rebound