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Will Union Pacific Break Through $100?

Union Pacific (UNP) train engineThe shares of Union Pacific (UNP), which I first discussed here on March 27, 2009, at a price of $43, have failed three times this winter to break through major, psychological resistance at $100. Needless to add, if you haven't already, now may be a good time to consider taking some profits if you're in near $43.

However, those investors who can tolerate the risk can maintain their full position in UNP, but keep in mind that the journey to $120 probably will not be completed in 2011.

Continue reading Will Union Pacific Break Through $100?

All Aboard the Rails

The Obama administration has agreed to scale back requirements for new anticollision technology on freight trains, known as Positive Train Control (PTC). This stands to benefit companies such as CSX (CSX), Union Pacific (UNP), Norfolk Southern (NSE) and Berkshire Hathaway's (BRK.A) Burlington Northern Santa Fe.

PTC technology will automatically stop the train if a conductor misses its stop signal, coming in light of a 2008 train collision which killed 25 people.

This could possibly add 25% to CSX's free cash flow, which at these levels would make CSX and other rail companies undervalued by these metrics.

Jason is a co-founder of Benzinga.com.

Union Pacific Down Following Quarterly Report

Union Pacific Corp. (UNP), a railway concern whose colleagues include CSX Corp. (CSX) and Norfolk Southern Corp. (NSC), was down 2.6% to $94.78 at one point during today's afternoon session. Why is the market unhappy with the stock? The catalyst was an earnings report. Were the numbers so bad?

After reading a summary of the company's fourth quarter by the Associated Press, I came away thinking that the stats were actually quite attractive. Net income jumped 44% to $1.56 per share. This figure was eight pennies ahead of the overall projection.

Continue reading Union Pacific Down Following Quarterly Report

Week in Preview: Banks in the Earnings Spotlight

earnings expectationsThe earnings season ramps up this week. Analysts polled by Thomson Reuters foresee strong reports from such big names as Apple (AAPL), eBay (EBAY), IBM (IBM), General Electric (GE), Google (GOOG), Schlumberger (SLB) and Southwest Airlines (LUV). And fast on the heels of last week's big earnings beat from JPMorgan Chase (JPM), there will be plenty more results from the financial sector to peruse this week.

Among the financials expected to post double-digit earnings growth this week are Capital One Financial (COF), Morgan Stanley (MS), SLM Corp. (SLM) and U.S. Bancorp (USB), but the week's biggest earnings winner may be Wells Fargo (WFC).

Continue reading Week in Preview: Banks in the Earnings Spotlight

Analyst Calls: AKAM, CL, DB, JASO, MON, PVH, RAX, UNP ...

Analyst Upgrades

  • Citigroup upgraded Colgate (CL) and Phillips-Van Heusen (PVH) to buy from hold.
  • Wells Fargo upgraded IDACORP (IDA) to outperform from market perform.
  • Union Pacific (UNP) was upgraded to outperform from neutral at RW Baird.
  • Goldman upgraded Quicksilver (KWK) to neutral from sell.
  • Republic Airways (RJET) was upgraded to buy from hold at Deutsche Bank.
  • BofA/Merrill upgraded GAMCO Investors (GBL) to neutral from underperform.
  • Senior Housing (SNH) was upgraded to outperform from market perform at JMP Securities.

Continue reading Analyst Calls: AKAM, CL, DB, JASO, MON, PVH, RAX, UNP ...

Analyst Calls: AMZN, CAKE, CS, EMC, FCX, GR, HOT, K, MAR, TWC, UNP, USB ...

Analyst Upgrades

  • Union Pacific (UNP) and Polycom (PLCM) were upgraded to outperform from market perform at Wells Fargo.
  • Time Warner Cable (TWC) was upgraded to outperform from sector perform at RBC Capital.
  • Cheesecake Factory (CAKE) was upgraded to neutral from underweight at JPMorgan.
  • LaSalle Hotel (LHO) was upgraded to outperform from neutral at RW Baird.
  • Graco (GGG) was upgraded to buy from hold at BB&T.
  • Valley National (VLY) was upgraded to market perform from underperform at Keefe Bruyette.
  • Credit Suisse (CS) was upgraded to hold from sell at RBS.
  • U.S. Bancorp (USB) was upgraded to outperform from perform at Oppenheimer.
  • Penn National (PENN) and Riverbed (RVBD) were upgraded to buy from hold at Jefferies.
  • Goodrich (GR) was upgraded to outperform from neutral at Cowen.
  • Amazon.com (AMZN) upgraded to buy from average at Caris.

Continue reading Analyst Calls: AMZN, CAKE, CS, EMC, FCX, GR, HOT, K, MAR, TWC, UNP, USB ...

Analyst Calls: AZN, BTU, CSX, FTE, HCBK, NEE, NFLX, STJ, UNP ...

Analyst Upgrades

  • JPMorgan upgraded AstraZeneca (AZN) to neutral from underweight after the company's U.S. Crestor patent was ruled valid. The firm believes the ruling could lead to AstraZeneca announcing a sizeable share buyback program. AstraZeneca was also upgraded to buy from neutral at BofA/Merrill and to hold from underperform at Jefferies.
  • Deutsche Bank upgraded Peabody Energy (BTU) to buy from hold, citing valuation and attractive fundamentals in the coal sector. The firm has a $57.50 price target for shares, and also maintains buy ratings on Arch Coal (ACI) and Alpha Natural (ANR).
  • Oppenheimer upgraded NextEra Energy (NEE) to outperform from perform, citing valuation and an improving regulation outlook in Florida. The firm maintains a $55 price target for shares.
  • Eaton Vance (EV) was upgraded to buy from neutral at BofA/Merrill.
  • Dynamex (DDMX) was upgraded to overweight from equal weight at Stephens.
  • Soleil upgraded RPM (RPM) to buy from gradually accumulate.

Continue reading Analyst Calls: AZN, BTU, CSX, FTE, HCBK, NEE, NFLX, STJ, UNP ...

Analyst Calls: BP, BSMD, CKR, CSX, MCD, MSFT, PCP, SBUX, SRCL ...

Analyst Upgrades

  • FBR Capital upgraded Microsoft (MSFT) to outperform from market perform, citing valuation and the ongoing corporate PC cycle refresh. The firm upped its target for shares to $32 from $31.
  • Oppenheimer upgraded BP (BP) to outperform from perform with a $55 price target as it sees greater upside potential than downside risk from the oil spill.
  • Wunderlich upgraded Stericycle (SRCL) to hold from sell and raised its target for shares to $50 from $42, citing the company's alliance with Republic Services (RSG).
  • Illinois Tool Works (ITW) was upgraded to overweight from equal weight at Barclays.
  • GameStop (GME) was upgraded to buy from neutral at Janney Montgomery.
  • Fluor (FLR) was upgraded to buy from neutral at Goldman.

Continue reading Analyst Calls: BP, BSMD, CKR, CSX, MCD, MSFT, PCP, SBUX, SRCL ...

Second Oil Rig Accident Signals a Fundamental Economic Shift?

By now, nearly every person in this country has heard or read about a second oil rig accident which has happened near Morgan City, Louisiana. Although it appears that only a small amount of environmental damage was done, how will the reaction to this news play out in the markets through the coming week?

I'm very thankful that this most recent oil rig accident happened late on a Friday. I certainly believe that if this accident had happened a few hours earlier in the day, I probably wouldn't have liked to witness the way the markets reacted. Now, we have two days to absorb the news of what has happened before full-scale trading resumes. Really, I'm very happy about that.

Continue reading Second Oil Rig Accident Signals a Fundamental Economic Shift?

Ride the Railroad Rebound with Union Pacific

Typically, the stance would be to take profits after an 70% or so run-up with a stock, but that's not the case with railroad Union Pacific (UNP), first discussed here on March 27, 2009, at a price of $43.

Look for Union's revenue to increase an impressive 8% to 11% in 2010, with a better than 5% volume rise, on rising intermodal, industrial and chemical transportation demand.

Continue reading Ride the Railroad Rebound with Union Pacific

A Value Shopper's List of Graham and Dodd Stocks

"Berkshire Hathaway's Warren Buffet is a disciple of the teachings of Benjamin Graham and David Dodd, who made their fortunes by buying businesses that were selling for less than the value of their working capital (current assets minus current liabilities," notes Vita Nelson.

The editor of The Moneypaper explains, "The pair developed a Net Current Asset Value (NCAV) model to determine if a company was worth its market price. Their formula subtracts all liabilities, including short-term debt and preferred stock, from a company's current asset balance"

Continue reading A Value Shopper's List of Graham and Dodd Stocks

Analyst Calls: AKAM, BIDU, BX, EXPE, FDX, NFLX, PEP, SPLS, SYA ...

Analyst Upgrades

  • Barrington upgraded Lincoln Electric (LECO) to outperform from market perform to reflect its positive 2010-2012 outlook for the global welding sector. The firm has a $60 price target on shares.
  • Merriman upgraded Akamai (AKAM) to buy from neutral as it believes the company's market share losses have stemmed and traffic volume growth should outpace pricing declines.
  • Oppenheimer upgraded Blackstone Group (BX) to outperform from perform, citing improving fundamentals and disclosure. The firm set a $20.50 price target on the stock.
  • Freeport McMoRan (FCX) was upgraded to outperform from sector perform at RBC Capital.
  • Charles River Labs (CRL) was upgraded to equal weight from underweight at Morgan Stanley.

Continue reading Analyst Calls: AKAM, BIDU, BX, EXPE, FDX, NFLX, PEP, SPLS, SYA ...

Last Chance to Board the UNP Express

Did you manage to catch that Union Pacific (UNP) train leaving the station? If you did as recommended in my buy rating on March 27, 2009 at $43.00 per share, you're up more than 55%.

To be sure, UNP, with a P/E of about 16, is not as cheap as it was in March 2009, but upside remains, and I'm Reiterating my Buy rating. Keep in mind that this probably will be the last time to establish a position in UNP and earn an outsized gain in this economic expansion cycle.

Continue reading Last Chance to Board the UNP Express

Cramer on BloggingStocks: Endless Caveats Don't Make You Any Money

The Street.com's Jim Cramer says that he's making it his mission in 2010 to call out people in the media who provide no value.

Have you ever noticed that with every good housing report there are endless caveats:

1. Prices are still down year over year.

2. The home tax credit of $8,000 moved the house, and that will go away.

3. Home mortgages are artificially low because of the Fed.

4. Banks have more foreclosures on their balance sheets than before.

5. Foreclosures continue to occur.

6. Everything will slip back to imbalance when the credit goes away.

Continue reading Cramer on BloggingStocks: Endless Caveats Don't Make You Any Money

Analyst upgrades, downgrades and initiations: BLK, CIEN, PCLN, PRU, RS, TIF, UNP ...

Analyst upgrades:

  • Wells Fargo upgraded Prudential (PRU) to outperform from market perform. The firm thinks the company is in a better position than its peers and will be able to more effectively exploit M&A opportunities.
  • UBS upgraded Reliance Steel (RS) to buy from neutral based on potential growth through M&A and valuation. The firm raised its target to $50 from $49.
  • Deutsche Bank upgraded Eastman Chemical (EMN) to buy from hold on expectations the company's portfolio transformation will drive higher normalized earnings power, which the firm believes is not fully reflected in consensus estimates. Deutsche raised its target price on shares to $70 from $62.
  • Amylin Pharma (AMLN) was upgraded to overweight from equal weight at Barclays.
  • Cephalon (CEPH) was upgraded to buy from hold at Jefferies.
  • Acuity Brands (AYI) was upgraded to outperform from perform at Oppenheimer.

Continue reading Analyst upgrades, downgrades and initiations: BLK, CIEN, PCLN, PRU, RS, TIF, UNP ...

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DJIA-89.2312,801.23
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Last updated: February 10, 2012: 08:49 PM

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