Fenster schließen  |  Fenster drucken

Nach Buffetts positiven Kommentaren zu seinem Eisenbahn-Unternehmen habe ich mir mal wieder andere Eisenbahn-Unternehmen aus den USA angeschaut:

CSX Corporation (CSX) is a transportation company. The Company’s rail and intermodal businesses provide rail-based transportation services including traditional rail service and the transport of intermodal containers and trailers. CSX’s principal operating company, CSX Transportation, Inc. (CSXT), provides an important link to the transportation supply chain through its approximately 21,000 route mile rail network, which serves major population centers in 23 states east of the Mississippi River, the District of Columbia, and the Canadian provinces of Ontario and Quebec. It serves over 70 ocean, river and lake ports along the Atlantic and Gulf Coasts, the Mississippi River, the Great Lakes and the St. Lawrence Seaway. In addition to CSXT, the rail segment includes non-railroad subsidiaries Total Distribution Services, Inc. (TDSI), Transflo Terminal Services, Inc. (Transflo), CSX Technology, Inc. (CSX Technology) and other subsidiaries.



Union Pacific Corporation is engaged in the transportation business. The Company’s principal operating company, Union Pacific Railroad Company, links 23 states in the western two-thirds of the United States of America. Union Pacific Railroad Company serves many United States population centers and provides them with mode of freight transportation. Union Pacific Railroad Company’s business mix includes Agricultural Products, Automotive, Chemicals, Energy, Industrial Products and Intermodal. The Company has 31,953 route miles, linking Pacific Coast and Gulf Coast ports with the Midwest and the eastern United States gateways and providing several corridors to key Mexican gateways. It serves the western two-thirds of the United States and maintains coordinated schedules with other rail carriers to move freight to and from the Atlantic Coast, the Pacific Coast, the Southeast, the Southwest, Canada and Mexico.



Norfolk Southern Corporation (Norfolk Southern) controls a freight railroad, Norfolk Southern Railway Company. Norfolk Southern Railway Company is primarily engaged in the rail transportation of raw materials, intermediate products, and finished goods primarily in the Southeast, East, and Midwest and, through interchange with rail carriers, to and from the rest of the United States. Norfolk Southern also transports overseas freight through several Atlantic and Gulf Coast ports. Norfolk Southern provides logistics services and offers intermodal network in the eastern half of the United States. Norfolk Southern and CSX Corporation (CSX) jointly own Conrail Inc. (Conrail), whose primary subsidiary is Consolidated Rail Corporation (CRC).





Sehen alle auf sicht von 2012 günstig bewertet aus. Wobei natürlich die Unternehmen bis dahin auch ein starkes Wachstum im EPS haben werden. Ob dies eintrifft und nachhaltig ist, ist schwer zu beurteilen...

Buffett ist seit Anfang 2007 dabei (Ende 06 waren alle 3 günstig)

CSX mit 116% Performance
Norfolk Southern mit 30%
Union Pacific mit 107%

Trotz zwischenzeitlicher Weltwirtschaftskrise und plus Dividenden...

Buffett hat mit der Branche wohl wieder eine gute idee gehabt. Obs sinnvoll war ein komplettes Unternehmen zu kaufen, weiss ich nicht...
 
aus der Diskussion: USA-Musterdepot basierend auf der Formel von Benjamin Graham
Autor (Datum des Eintrages): benny_m  (01.03.11 16:26:34)
Beitrag: 47 von 465 (ID:41126714)
Alle Angaben ohne Gewähr © wallstreetONLINE