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Opinions Gordon Reid
Union Pacific CorpUNPBUY ON WEAKNESSJul 22, 2015
Gordon ReidUnknown
$97.68
Stock price when the opinion was issued
$256.91
As of Jun 18, 2026. Market Open.
Transportation
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WAIT
Great acquisition of Kansas City by CP was a game changer. CNR is the gold standard in North America. US is not in a recession yet, but if it does happen, all the rails will get cheaper. Don't settle for just a 1% differential from the historical average, when you might be able to get it 20% cheaper.
Transportation
BUY
Owns shares in company.
Good exposure to US economy.
NEW CEO good for business.
Steady company that is safe investment.
Current share price a good place to buy.
Expecting new highs in share price in 2024/25.
Robert LauzonOwned
Transportation
BUY
There's a strong secular tailwind for agriculture as well as capital expenditure to produce greater efficiency. She'd be looking at automation, like Rockwell and Honeywell. Then, how do you move those goods? Look at Union Pacific. There are various ways to play the industrial sector as you move into 2023. She expects capex in private and public levels to pick up in 2023 in the U.S. but also globally even with a (shallow) recession. This is a long-term trend. You can also play this the ETF, GUNR,
Transportation
BUY ON WEAKNESS
A transport, which does well during stronger economic times. Setting up for the future, not a bad buy here. He'd prefer to get it in the $180-190s. Shutdown in China has hurt, but this won't last. Globalization is waning, as the risks have become apparent. Will benefit from repatriation of business.
Transportation
HOLD
The strike will be resolved, but a strike is the last thing our fragile economy needs. You need the rails to transport all these materials. Remains a long-term hold.
Jim LebenthalOwned
Transportation
BUY
Q2 this year heard drumbeats of a recession, but that has since faded. This explains why transports didn't so do well earlier this year. Now, there are lesser fears of a recession. He expects a growth slowdown instead that will lead to expansion in 2023. So, he would own this stock as that activity expand.
Transportation
BUY
Was downgraded today. UNP has trouble hiring enough staff and meeting demand. They will figure this out and hire enough specialized staff. Total traffic demand growth in 2021 fell short of their 5% target. Rail shipping margins continue to improve with precision schedule. This is a great place to play in industrials.
Transportation
They have done good things. The problem he has with this and all rails is valuation. The drop in price is helping the valuation. Trading at about 15X this year’s earnings and is starting to get into range, but it is at the high end of its historical range. He would like to see it correct a little more. About 18% of their revenue comes from coal. Also, oil by rail has hurt, but that is very much a temporary situation. On the plus side their intermodal business is very good. You could step in now and in time you will do well, but he would like to see a drop another 5%-7%, which would be a great entry point.