Blogs about BNI - Stockpickr! Your Source for Stock Ideas

Blogs about BNI

Blogs	Description	Date Updated
Is Bruce Berkowitz calling Transportation The New Energy Sector?	In a recent interview Bruce Berkowitz, of Fairholme Capital Management (FAIRX), revealed that he was leaving Energy and heading into the Health Care sector. Was Berkowitz sincere? Or was it a quarterback misdirection?A Google search revealed this unreferenced pdf presentation from June 2007 that points out (on page 19) that Fairholme Capital Management (FAIRX) is Clarke Inc's second largest institutional investor, with 1,142,400 shares (4.5% equity stake).Also came across this article on a man ...	July 19, 2008
American favorites: Rust-belt resurgence?	Filed under: Newsletters, Commodities, Oil, Agriculture, Stocks to Buy, Burlington Northern Santa Fe (BNI)"Even with the poor outlook for the economy, there are many investment opportunities being created by high energy prices and the low dollar," notes Jim Powell. In his Global Changes & Opportunities Report, he explains, "American 'rust belt companies' look especially good." "Surprisingly, rising fuel prices are making some American manufacturers more competitive and I could not be happie...	July 14, 2008
Fast Money Recap	Word On The Street WORD VIDEO HERE Investment Bank Trade Goldman Sachs Group (GS) reported a 11% drop in quarterly earnings today. Terranova said buy Goldman below $160. Morgan Stanley (MS) is set to report earnings on Wednesday. Adami said Morgan is setting up as a buy. Najarian disagreed and said the put options activity he is observing in Morgan is bearish. He said options activity in KeyCorp (KEY) is also bearish. He recommended Visa (V) and MasterCard (MA) for better ways to play the finan...	June 17, 2008
Three rising stocks in a down market	Filed under: Burlington Northern Santa Fe (BNI) Through May, the S&P 500 is down 5%. The interesting news to me is that some stocks have been doing phenomenally well. They appear to be benefiting from the weak dollar and strong demand for raw materials -- like oil and coal -- in emerging markets. It happens that I picked three of them for my newsletter -- whose average stock has risen 26% since the beginning of 2008. Here are the top three -- and how much they've risen since their first me...	June 01, 2008
Kodak (EK): Inflation In a Tea Cup	CSX (CSX) is raising freight rates. So is Burlington Northern (BNI). Their diesel costs are up, and they need to pass them on to customers. Dow Chemical (DOW)... [[ This is a content summary only. Visit my website for full links, other content, and more! ]] ...	May 31, 2008
KSU & BNI: Riding the rails to profits	Filed under: Newsletters, Canada, Commodities, Oil, Agriculture, Stocks to Buy, Burlington Northern Santa Fe (BNI)"Having spent a lot of time recently studying the North American transportation industry, my conclusion is that trucking is on the decline while the railroads are poised to increase market share," notes Tom Slee. The contributing editor to Gordon Pape's Internet Wealth Builder states, "The logical conclusion: buy rail stocks now." Here he looks at Kansas City Southern (NYSE: KSU) an...	May 29, 2008
Food Shortage, Fuel Prices Keep Transportation ETF Chugging	One would think that airlines would be dragging down the transportation sector and its exchange traded fund (ETF), but that isn't the case in trading today. The iShares Dow Jones Transportation Average (IYT) is trading at all-time highs, in fact. Airlines don't even find themselves among the top ten holdings of the fund. The top components, instead, are primarily railroads, trucking and shipping companies. Shares of railroad companies shot higher today because one analyst upgraded Unio...	May 19, 2008
Railroads are Parabolic…	Just pointing it out in shock and awe. You have coal and oil at record highs and all the nattering about inflation, yet railroads like Union Pacific (UNP) and Burlington Northern (BNI) and CSX (CSX) all covered on Wallstrip have gone parabolic in their rises. I wonder what all this will look like when it’s over. ...	May 19, 2008
Jim Cramer's Lightning Round	BullishApple (AAPL), Intel (INTC), Marathon Oil (MRO), Gencor Industries (GENC), First Solar (FSLR), Applied Materials (AMAT), XTO Energy (XTO), Devon Energy (DVN), CSX Corp (CSX), Union Pacific (UNP), Burlington Northern Santa Fe (BNI), Norfolk Southern (NSC) and Potash (POT).BearishJuniper Networks (JNPR), Sunoco (SUN), Commscope (CTV), Genentech (DNA), Sunpower (SPWR), Ormat Technologies (ORA), Energy Conversion Devices (ENER), Fifth Third Bancorp (FITB), Farm & Construction Machinery (GT...	May 09, 2008
Fast Money Recap	Word On The StreetWORD VIDEOGood Company TradeMany market players are Wall Street are worried about a recession, but strong results from MasterCard (MA), Corning (GLW) and CBS (CBS) suggest that the consumer isn't dead yet. What is the trade? Macke explained that solid companies don't complain about the economy. He favors GLW and Wal-Mart (WMT). Adami told market players to take profits in GLW. Najarian said he likes Apple Computer (AAPL) and Research In Motion (RIMM).Whale Watching - Warren Buf...	April 29, 2008

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