nickenumbers Posted January 25, 2019 Share Posted January 25, 2019 All, I have a beginner/intermediate understanding of Class 1 railways. It seems that UNP is doing a very good job of running its company. I would like to hear what the opinions are on UNP vs. BNSF strategy and capital deployment? It seems that UNP has a higher focus on driving down the Operating Ratio than BNSF. But that is just one difference. It might be that BRK had some remediation to do with BNSF that I am not aware of to get it up to par with UNP.. [i dunno.] What do you guys think? Feel free to Monday Morning Quarterback your opinion and analysis. Thanks. Link to comment Share on other sites More sharing options...
IanBezek Posted February 6, 2019 Share Posted February 6, 2019 I thought this was a compelling argument that UNP is overearning perhaps due to underinvesting in their business at least according to the outgoing BNSF executive chairman and ex-CEO. I just sold my UNP stock (acquired in 2016) and will wait to pick it up much cheaper again if the economic cycle turns down soon. https://www.railwayage.com/freight/class-i/matt-rose-less-is-not-better/ Link to comment Share on other sites More sharing options...
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