royblan

Roy Blanchard

royblan’s Activity

Thu May 15

NL

Boards Post

royblan posted to the Norfolk Southern Corp. board. 9:12 AM

YTD Carloads

It's one thing to look at the carload report on the website; it's quite another to reassemble the AAR commodities reported into the commodity groups NS uses in its quarterly presentations and elsewhere.

As you know, NS lumps its crude oil [more]

Mon May 12

NL

Boards Post

royblan posted to the Kansas City Southern Ind. board. 6:13 PM

KCS in Mexico

It's one thing to read the quarterly press releases, but you could have gleaned quite a different flavor if you had stuck around for the Q&A following the first quarter presentations.

There was nothing said in the prepared remarks about [more]

NL

Boards Post

royblan replied to the CSX Corporation board. 5:58 PM

Re: ALL... ABOOOARD!

Speaking of splits, my cost basis for BNI was in the 60s in the 90s. My split-adjusted cost basis for BRK/B in 2004 was $58. I now make BNSF worth $150 or so (see my post in the RRs board) and BRK/Bis $125.

So one takes the sol;its and [more]

NL

Boards Post

royblan posted to the Canadian Pacific Limited board. 5:53 PM

Hunter Harrison on a Roll

Last week Morgan Stanley's Bill Greene did a video on the myriad changes HH ahas brought to CP.

Greene builds a strong case for CP ownership, talking some solid railroading practices, making one ask why it wasn't done before.

My [more]

NL

Boards Post

royblan replied to the Norfolk Southern Corp. board. 5:43 PM

Re: CP Progress

See what I get for being away for so long? Posting stuff to the wrong boards. This belongs on CP and I've re-posted it there. Thx for your understanding.

Roy

NL

Boards Post

royblan posted to the Canadian Pacific Limited board. 5:40 PM

CP Results

Allison Landry, the lead rail analyst for Credit-Suisse, writes that CP is making progress in the carload sector, to wit:

* General merch business -- steel, chemicals, plastics, forest products, etc -- is "broadly underestimated by the [more]

NL

Boards Post

royblan posted to the Norfolk Southern Corp. board. 5:34 PM

CP Progress

Allison Landry, the lead rail analyst for Credit-Suisse, writes that CP is making progress in the carload sector, to wit:

* General merch business -- steel, chemicals, plastics, forest products, etc -- is "broadly underestimated by the [more]

NL

Boards Post

royblan posted to the Railroads board. 5:12 PM

BNSF Crude Oil and the Rest of the RR

From the BNSF 10-Q.

Within the industrial products group, petroleum products was the only double-digit gainer, up 12 percent to 134,000 units. BNSF doesn’t break out crude oil from the STCC 29 petroleum products, but the STB does in its QCS [more]

NL

Boards Post

royblan posted to the Railroads board. 5:08 PM

BNSF 1Q2014 Results

What would BNSF be worth as a stand-alone railroad?

Let's start with some peer comps. Start with BNSF and UP share counts at the end of 2008, before the Berkshire buy: BNSF 387 million; UP 515 million.

Over the next five years, UP [more]

NL

Boards Post

royblan replied to the Berkshire Hathaway board. 4:58 PM

Re: Bnsf

Thanks, Paul. I'll head wright over there.

Roy

Sun May 11

NL

Boards Post

royblan posted to the Berkshire Hathaway board. 3:59 PM

Bnsf

I just took the BNI board down from my faves list. But that leaves us no place to talk about BNSF but here. Any chance we can do a BNSF board in Railroads?

I just sliced and diced the BNSF 10Q and found most of the carload gains were in [more]

NL

Boards Post

royblan replied to the Berkshire Hathaway board. 8:14 AM

Re: BNSF derails ...

It seems winds also blow from side to side over railroad cars. Therefore, cars, or rights of way, or both, need to be designed to either withstand these winds if they are usual, or operation suspended, at such times as they [more]

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Big red star, 1000 posts Old School Fool
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