Comments for BNI - Stockpickr! Your Source for Stock Ideas

Comments for BNI

Added By	Comments	Type	Date Added
barrons3	Outperfom - Price 76.07 on Nov. 2 by R.W. Baird BNI entered into a definitive agreement with Berkshire Hathaway (BRK-A) to acquire its remaining 77% stake at $100 a share, a 31% premium to BNI's recent price. Transaction terms include a $100-a-share cash payment, or variable Berkshire Hathaway stock tender, subject to 60%/40% cash/stock proration. Valuation reflects 8.4 times our 2010 earnings before interest, taxes, depreciation and amortization, or roughly 7 times to 8 times a cyclically adjusted normalized 2010 Ebitda. The deal represents 19 times our 2010E-EPS [estimated earnings per share, and] underscores our bullish rail thesis...despite industry pricing-growth deceleration through 2009, above-industry pricing is sustainable...[and] should drive secular margin improvement and capital returns. Market cap: $26 billion.	Love	November 07, 2009
bsharkody	Buy between 70 and 75	Love	September 15, 2009
Robert E. Kelson	Moves slowly	Hate	September 05, 2009
Stockpickr Staff	"I'm a big backer of the rails, but the rails trade with China. I prefer Union Pacific (UNP), that's been on my list." <a href="http://www.thestreet.com/story/10583101/1/mad-money-lightning-round-ride-disney.html" target="_blank">"Mad Money Lightning Round," Aug. 19</a>	Love	August 20, 2009
MaryContrary	strong management	Love	July 10, 2009
ylau	market leader in US transportation	Love	March 15, 2009
Gordon R Espling	RR and potential	Love	March 06, 2009
barrons3	And because of that keep an eye on the rail stocks such as CSX [CSX] and BNI [BNI]. And while I'm at it, the ag names are talking off too! - Pete Najarian	Love	February 11, 2009
barrons3	Berkshire Hathaway (BKRA) unit National Indemnity reported that it acquired a total of around 5.5 million shares of Burlington Northern Santa Fe through the exercise of put options from Dec. 8 through Dec. 11. The options' exercise price ranged from $75 to $80 a share. Previously, National Indemnity had been filing through Schedule 13G for passive investors, but was required to change its filing status to the more detailed Schedule 13D after passing the 20% ownership threshold. National Indemnity currently holds 70,089,029 shares (20.47%).	Love	December 20, 2008
barrons3	Terranova noted three stocks that have held up during the bear market: General Mills(GIS), Burlington Northern(BNI), and Abbot Labs(ABT). They all have a strong balance sheet with good fundamental stories behind them. And they held up well in this decline. I’ve traded Burlington Northern twice this year, counters Jeff Macke, with a stop at $80. But I'd be careful because it didn’t perform well Monday when almost the entire market did.	Love	November 26, 2008
jkrawietz	Warren B	Love	November 15, 2008
stockerblog	PE of 16, a PEG of 0.97, and it pays a yield of 1.8%.	Love	October 10, 2008
barrons3	Guy Adami says there is value in names like Burlington Northern Santa Fe (BNI) and MasterCard (MA).	Love	October 08, 2008
barrons3	Four companies among the 20 transportation stocks also delivered dividend enrichments: Burlington Northern (BNI), Landstar System (LSTR), Norfolk Southern (NSC) and Union Pacific (UNP). Burlington Northern and Union Pacific, however, distributed their payouts on the first day of the fourth quarter. And CSX (CSX), FedEx (FDX) and Overseas Shipholding Group (OSG), while paying out more in the third quarter, had all voted their increases in June.	Love	October 04, 2008
barrons2	Coal travels by train: Look out, Union Pacific (UNP) is going to $34 and CSX (CSX) to $30 and Burlington Northern (BNI) to $46. Again, this is if you think rails have created no value and have no particular competitive advantage. Rates would be rolled back and costs are going up, so that would be devastating -- I don't know if these prices are representative, but it is reasonable in the bears' view that nothing was created.	Love	September 11, 2008
beachbum007	its warrens fav	Love	August 25, 2008
Crockett25	Warren Buffet	Love	August 23, 2008
Steve Old Boy	Burlington Northern Santa Fe operates 32,000 miles of track throughout the western 2/3 of the U.S. and is North America's second-largest railroad, with a $34 billion market cap. It hauls intermodal containers (38% of revenue), industrial products (23%), coal (19%), agriculture (17%), and automotive (3%).	Love	August 17, 2008
Patricia Dagdigian	Warren Buffet pick	Love	August 16, 2008
barrons2	Once the momentum guys turn -- and they are turning on CSX (CSX), Norfolk Southern (NSC), Union Pacific (UNP) and Burlington (BNI) -- they just don't stop. It is terrible to have to sell down 4, but the pattern has been that there is another down-4 day coming tomorrow, and then another, and then still one more ... punctuated by a plus-2 in the middle.	Love	August 14, 2008
dfcjh	rail traffic to beat the truckers fuel cost, coal prospects for the country	Love	July 30, 2008
barrons2	On Thursday, Burlington Northern announced a 25% dividend increase, to 40 cents a share from 32 cents, for a 1.64% yield. The respective payment and record dates are Oct. 1 and Sept. 10; the ex-date is Sept. 8. Dividends, ongoing since 1940, have been on the rise since mid-2003 and to date have more than tripled. Burlington Northern moves more grain than any other North American railroad, plus enough low-sulfur coal to generate about 10% of the electricity produced in the U.S.	Love	July 26, 2008
High Dividends	25%	Love	July 25, 2008
misspiggy	Think rail stocks have a long way to go.	Love	June 10, 2008
jakef12	steel and coal need to get to the ports via rail	Love	June 07, 2008
barrons2	But then look at Burlington Northern's (BNI) stock. Look at Union Pacific's (UNP) stock. Or Norfolk Southern (NSC). That's coal. That's coal going overseas. That's coal going to China. Our coal is as good as any coal when it comes to the unregulated markets. Coal hasn't appreciated nearly enough to get less competitive than oil. It is much more easily transportable than natural gas.	Love	May 22, 2008
MonteHa	I own stock in this company.	Love	May 17, 2008
barrons2	Railroads such as Burlington Northern (BNI) because they transport the commodities.	Love	April 30, 2008
barrons2	Adami recommended railroads on the back of the coal market, because they transport the stuff. He said Burlington Northern Santa Fe (BNI), Union Pacific (UNP) and CSX (CSX) are all good to own.	Love	April 09, 2008
kujotx	this field is required	Love	April 09, 2008