Posts in Tony Hatch
Earnings Review/Including BNSF

February 27, 2019

Greetings;

“Too many equity investors are tourists….”
/Caisse de Depot CEO (and old friend/CNI CFO) Michael Sabia

Greetings from Houston, where SWARS (South West Association of Railroad shippers) starts tonight, and I will get a chance to hear from - and mingle with - the new CMOs of UNP and KSU, and the new CEOs of …

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Rails - Mid-Winter Bits 'n' Bobs & Thoughts on GWR, NSC, ETC

February 22, 2019

Greetings;

“(Hump Yards) may not represent the frontiers of technology, but it is a distinct advantage over ‘flat switching’, the traditional technology”/Noted railroader (OK, “New Yorker” writer) John McPhee, “Coal Train” from “Uncommon Carriers”, 2006.  McPhee also noted that with the PRB coal growth in that period, the increased “viscosity” seen on the Union Pacific, the railway he traveled on….Meanwhile, …

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Seek and Ye Shall Find; or, Big Day for the Black Thoroughbred!

February 13, 2019

Greetings;

“Ask, and it shall be given you; seek, and ye shall find; knock, and it shall be opened unto you….Ask, and it shall be given you; seek, and ye shall find; knock, and it shall be opened unto you”/Matthew 7:7

  • Q: “When will Norfolk Southern be more like CSX?”/”Average” Analyst Question, 2018 (AKA “The World Turned Upside Down”)

  • Q: And when will we get a real …

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Mixed Freight - Rails Since RT18

December 14, 2018

Greetings!

After today, only 10 shopping days left….if that phrase has any meaning anymore.  After the difficult task of analyzing and summarizing RailTrends (“That’s a Wrap”), and a quick visit to Chicago for the annual Sandhouse Christmas Luncheon speech, I felt the need to go back and …

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