01-26-2015, 11:29 PM
R2R,
Good article on CNI. It made me review my holding in this industry. My portfolio is concentrated with dividend achievers and dividend aristocrats and I'm long NSC. NSC is a dividend achiever and my pick for a long term hold in this industry (currently a minor holding). I do not believe the other railroads have that record, but not sure. Dividend yield is higher for NSC and P/E ratio is lower than CNI or UNP. Most current research reports are indicating a Hold on railroads. I'm still in the process of building a position in NSC and based on your article and these comments, I will monitor CNI and UNP as well.
thanks
Good article on CNI. It made me review my holding in this industry. My portfolio is concentrated with dividend achievers and dividend aristocrats and I'm long NSC. NSC is a dividend achiever and my pick for a long term hold in this industry (currently a minor holding). I do not believe the other railroads have that record, but not sure. Dividend yield is higher for NSC and P/E ratio is lower than CNI or UNP. Most current research reports are indicating a Hold on railroads. I'm still in the process of building a position in NSC and based on your article and these comments, I will monitor CNI and UNP as well.
thanks