May 22nd, 2008
CNBC Bonus Bucks Trivia: “Rail moves everything,” said Neuberger Berman’s Gary Kaminsky. Which railroad stock moves him?
“Rail moves everything,” said Neuberger Berman’s Gary Kaminsky. Which railroad stock moves him?
Kaminsky likes Kansas City Southern (KSU): “We’ve been the largest holder for some time.
I noted yesterday that railroads were one of the sectors I highlighted recently based on strong pricing evidenced by the PPI report. However, Kansas City Southern does not fare particularly well in the models I use:
- Earnings momentum - neutral
- Earnings quality - neutral
- Price momentum - positive
- Free cash flow - negative
- Return potential - negative
Disclosure: At time of publication, William Trent has no financial position in the companies mentioned in this article.
Like this article? Why not try out:
