Valuentum Exclusive Analysis for the Discerning Investor

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Mar 14, 2023

Norfolk Southern’s Environmental and Safety Troubles Plague Stock
Image: Norfolk Southern’s environmental troubles have sent its stock back to pre-pandemic levels. The company is yet another example of why companies cannot take for granted how their operations can negatively impact the environment. Image Source: TradingView. Neglecting the environment and employee and consumer/resident safety is a sure way for companies to end up in hot water. Norfolk Southern is under special investigation by the National Transportation Safety Board (NTSB) for a series of accidents during the past couple years, punctuated by the derailment and chemical spill occurring in East Palestine, Ohio, in early February. Though the firm’s costs associated with the high-profile train derailment may be capped at $75 million, its reputation may be irreparably harmed. Norfolk Southern is a prime example of why ESG investing has an important role in the marketplace, as the company simply dropped the ball when it came to ‘Environmental’ and ‘Social’ considerations within the ESG construct.

Mar 24, 2021

Two Railroad Operators to Join Forces, Creating the First Fully Integrated Canada-US-Mexico Railroad Network
Image Source: Canadian Pacific Railway Ltd, Kansas City Southern – March 2021 Acquisition Presentation. On March 21, Canadian Pacific Railway Ltd announced it was acquiring Kansas City Southern through a cash-and-stock deal worth ~$29.0 billion by enterprise value (factoring in assumed debt). The combination will create the first fully integrated Canada-US-Mexico railroad operator with ~$780 million in annualized synergies expected within three years of the deal closing. Once this two-part transaction is complete, the new entity will have a US Class 1 railroad network that spans ~20,000 miles with ~20,000 employees supporting its operations. The pro forma company will be renamed Canadian Pacific Kansas City (‘CPKC’).

Jul 24, 2020

Dividend Increases/Decreases for the Week Ending July 24
Let's take a look at companies that raised/lowered their dividend this week.

May 10, 2019

Dividend Increases/Decreases for the Week Ending May 10
Let's take a look at companies that raised/lowered their dividend this week.

May 11, 2018

Dividend Increases/Decreases for the Week Ending May 11
Let's take a look at companies that raised/lowered their dividend this week.

Jul 25, 2017

Stocks in the News: Kinder Morgan, Union Pacific, Colgate-Palmolive
Let’s cover the quarterly reports from a few industry bellwethers.

May 15, 2017

Dividend Increases/Decreases for the Week Ending May 12
Let's take a look at companies raising/lowering their dividends this week.

Jan 21, 2017

Calendar Fourth Quarter Earnings Roundup: IBM, GE, PG, UNP
Image Source: texasfeelLet's get our thoughts on calendar fourth-quarter performance from a few giants in their respective industries.

Dec 7, 2016

Valuentum Weekly Web Commentary
Let’s take a look at some of the Valuentum Team’s commentary from the past week.

Oct 21, 2016

Tough Times for Rails
Image Source: Union Pacific. We still like the long-term opportunities in the rails, and the time may be ripe to consider owning some fantastic businesses in light of their pricing weaknesses. Union Pacific is our favorite.