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Union Pacific Corporation (UNP)

NYSE - Nasdaq Prezzo in tempo reale. Valuta in USD.
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240,43+0,35 (+0,15%)
Alla chiusura: 04:00PM EST
240,43 0,00 (0,00%)
Dopo ore: 06:43PM EST
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  • P
    Prosperous Bohunk
    Christmas & Hanukkah won’t happen unless $UPS, airlines and railroads $UNP is delivering the goods.
  • P
    Prosperous Bohunk
    I sold some shares of Apple to average my cost down in $UNP
  • G
    GM
    $UNP conversation
    Key factor for forward rail intermodal container volumes is whether import boxes come into US West Coast or East Coast. Coronavirus is changing the coastal equation. See new FreightWaves coverage of latest data on how import flows are changing: $UNP $CSX $NSC $CP $CNI $KSU https://www.freightwaves.com/news/need-for-speed-drives-ships-toward-pacific-ports
    E-commerce and coronavirus fallout are buoying container services from Asia to the West Coast.
    E-commerce and coronavirus fallout are buoying container services from Asia to the West Coast.
    www.freightwaves.com
  • D
    Derek
    $UNP conversation
    "....In the months and years ahead we will continue to create competitive advantages for our customers, enhanced safety and satisfaction for our employees, strength in our communities, and solid returns for our shareholders.”
    ------------
    Boilerplatre, meaningless drivel. Nothing. Zippo.

    Fritz evidently prefers to spend his time and efforts lobbying government to prevent his peers improving THEIR service.
    Pathetic.
  • D
    Derek
    $UNP conversation
    Q: When there's just no freight, what can management do? What does it control? What can they do?

    A: Cut costs. Get more efficient. Take lemons and make some GD lemonade!

    UNP Q3.
    Operating ratio of 62.1 percent, up 1.8 points.

    Too bad Fritz spent so much time lobbying Washington to keep his peers from leaving UNP in the dust. If he instead did his own job, and tried earning his generous compensation for a change,he might surprise himself.

    Ah, who am I trying to kid?! He'ds never do that! Far easier and less risk to sit there and clip his coupons to retirement.
    God bless 'murica.
  • b
    benfranklyn
    $UNP conversation
    UP and other railroads have spent the last 20 years abandoning lines under the guise of "cutting costs". Many of these lines feed traffic to them. In Kansas, for just one example, the UP pulled out tracks serving agriculture. This line had many large grain elevators that can no longer ship via rail. All this business now goes to trucks. It's the same as burning your furniture to keep warm. When you run out of that, you burn the garage, a bedroom, etc. Soon you realize the house is gone. Those lines won't ever come back. Don't feel sorry for them at all. Stupid business decisions.
  • P
    Peter
    $UNP conversation
    This will be the first quarter of operations since the new expanded Panama Canal opened. I believe the market is not fully taking this into effect, which will significantly reduce UNP's volume over time and benefit CSX. There was minimal traffic on the canal and only a couple of months of activity, but I anticipate the effect to accelerate in Q4 2016 and Q1 2017. I'm long CSX and short UNP.
  • D
    Derek
    $UNP conversation
    Look at the chart.....release of the company's Q3 results dropped the stock from 98 down to 88 over a couple days. On heavy volume.
    That's the market's unvarnished opinion of actual achieved commercial results of this business under this management .

    The mere election of Trump has brought the stock back up to 98 again over a couple days.
    That's the market's verdict of what possibly might happen because of a completely unprepared buffoon sitting at a desk in the most non-productive place in America.

    Which of these two reactions do you think might turn out to be more accurate or reliable ?
  • D
    Derek
    $UNP conversation
    Fritz on Q2/16 results (3 months ago):
    "....In the months and years ahead we will continue to create competitive advantages for our customers, enhanced safety and satisfaction for our employees, strength in our communities, and solid returns for our shareholders.”

    Fritz on Q3/16 results (today):
    "....In the coming months, we will continue to do what Union Pacific does best - operate a safe, efficient, and productive network while providing an excellent customer experience and delivering solid shareholder returns.”

    Meaningless. Repetitive. Drivel. The definition of "Boilerplate". Cut and paste.

    Yup, UNP sounds like a compelling, innovative, achievement-hungry investment opportunity. Give that man his raise.
  • J
    Jill Bojoie
    $UNP conversation
    Got another example yesterday of corruption in our government, when the Wall Street Journal reported that Virginia Gov. Terry McAuliffe’s political action committee donated nearly $500,000 to the election campaign of Dr. Jill McCabe--the wife of an FBI official who helped oversee the investigation into Hillary Clinton’s use of a private email server while secretary of state,

    Hillary lies to the FBI on her servers, she deletes 33,000 emails after she receives a subpoena, a State department senior offical tries to bribe the FBI to declassify some of Hillary's emails, her IT staff takes the 5th amendment rather than tesitfy to Congress on erasing the servers, the pay for play Clinton Foundation, the rigged Deomcratic primaries, it just goes on and on with the corruption in this election. Sadly today, being politically correct "trumps" corruption, fraud and lying with many, especially for those under 40.

    Here's another example of the hypocrisy of the Press, the Neoliberals and the Democrats. Bubba Clinton stating in 1996 that Americans are rightfully disturbed by the illegal number of Aliens. Why hasn't the Press called this out?

    FYI, the reason Hillary wants open borders is that aliens typically vote Democratic.

    https://www.youtube.com/watch?v=N5PK-SK0h9o
    Bill Clinton Said this in 1996. Trump says it in 2016
    Bill Clinton said this in 1995 and got a STANDING OVATION. Trump says it in 2016 and he is a "racist"?
    www.youtube.com
  • j
    jacks
    $UNP conversation
    Buying Today! $150 Price Target
  • D
    Derek
    $UNP conversation
    UNP Q3 conf call: "...we do not expect to improve the operating ratio this year....."

    In times of shrinking demand and lower sales volumes, cost control is the most basic defense avaialble to any company. It is the primary tool a management team has, and must be the focus of its efforts.

    But it does requires an exceptionally intimate knowledge of the business, and any move must be made with an awareness of the longer term consequences to the company and its customers.

    Fritz and minions are either incompetent or unmotivated. Likely both.

    In stark contrast, Hunter Harrison is a hard-working railroad genius. So Fritz spent much of his (very well-paid) time this year making sure Washington prevented Harrison from making him, and UNP, look even worse.

    "...we do not expect to improve the operating ratio this year....."
    Shame on you, Fritz.
  • D
    Derek
    $UNP conversation
    Another 8 mm shares ejected today. That makes 24+ mm in two days since earnings. Well over $2 Billion worth.

    A pretty clear repudiation of the job Herr Fritz is doing.
  • D
    Derek
    $UNP conversation
    Walter Spracklin, RBC Capital Markets:
    ....When we started the year, we heard the entire -- all the railroads each indicate that they would be able to reduce OR despite a challenging environment. You noted the same. Most have done so, and your OR unfortunately has not followed that trend. And I'm just looking on a relative basis. When you see the improvement across the group, can you point to something that is specific to your Company that -- be it a business mix, be it some structural challenges -- that leads you to have that challenge that the others did not?

    And I frame it in a relative question. I know you don't like looking at peers, but I know your investors do. So I want to be able to understand, is there something Company-specific here? Or how do I answer that question when I get that OR question?

    Lance Fritz, CEO:
    ...Again, I won't compare ourselves to our peers. We are a unique railroad. When we began the year, we were hopeful we were going to make OR improvement. The top line went away from us, as Rob said, a little more aggressively than we had anticipated. If you think about our ability to improve OR over the long run, we're still confident that we can do it. That is shown in our maintaining the guidance for a plus/minus-60% in 2019.

    We did start the year with a very low operating ratio. It's still an attractive operating ratio. We're not pleased that we didn't have the opportunity to improve it this year. And again, we are just laser-focused on all the activity necessary to continue to improve our margins for our shareholders.

    Walter Spracklin, RBC Capital Markets:

    So coming back to your long-term then, from where you sit today, that's a 900-basis point improvement. It's a significant improvement. Several of your peers are there already, and many investors are banking on you to achieve that. Given the trends that we're exhibiting, the reversal of those trends, I'm just trying to understand what confidence that we can put in a reasonable timeframe -- long term is a fairly vague definition -- a reasonable timeframe for evolution toward a 55% OR?

    Lance Fritz, CEO: Rob, why don't you take that?

    Rob Knight, CFO
    Yes, well, I guess I would remind you and everyone that we are confident in sticking with our 60% plus-or-minus target OR by full-year 2019 -- and as you've heard us talk, with eyes on where do we go beyond that to be 55%. So while we haven't put a date on the 55%, but I would just say that getting to a 60% is a very enviable spot, in my opinion. I mean, we've made great progress on that.

    So I would not read that this one year of perhaps not making OR improvement is a new trend or a new objective or new signal here. It's not. To get from where we are today to that 60% is going to take all the initiatives we just talked about, and it's the same levers that got us a 25-point improvement over the last decade. So we going to continue to make a progress, and we haven't backed off our 60% OR guidance.
    -------------------------------------------------

    Quote : I won't compare ourselves to our peers. We are a unique railroad.

    Fred Green redux.
  • A
    Anonymous
    $UNP conversation
    What a difference an election can make.......All of a sudden we have a runaway freight train. For those that are bullish be thankful for what you've got. Sentiment works both ways.....
  • D
    Derek
    $UNP conversation
    That is one unhealthy dumping of stock in this POS today.

    Sad thing is that if anyone was to sarcstically say: "Good job, Fritz!" I would not be surprised his answer to be "Yes, it most certainly is."
  • S
    Scout Finance App
    $CSX conversation
    US rail traffic indicates economic weakness $CSX $UNP
  • m
    milky
    $UNP conversation
    Does anyone think that when we have $5/gallon gasoline again; that more stuff will be shipped via railroads rather than tractor trailers?
  • I
    Individual
    $UNP conversation
    CSX reported high. Means this one going even higher
  • F
    Fred
    $UNP conversation
    Union Pacific: Expect A Turnaround
    UNP shares have lost value after the company missed estimates last week, but investors should not miss the sequential improvements in its performance. Improving
    seekingalpha.com