New Railroad Carloading Charts show minimal impact of Greek default and Hungarian political turmoil on US economy. Now Latvia. That's a different story.
15 December 2011
Rail traffic is seasonal
New Railroad Carloading Charts show minimal impact of Greek default and Hungarian political turmoil on US economy. Now Latvia. That's a different story.
08 December 2011
06 December 2011
Darden Puked Up
At least 1% of their portfolio in this loser.
My old man owns some of this too. Blah.
05 December 2011
Who is happy about Success? SFSF?
Empire Glynn 7x7 especially
And these funds are loaded w business software names.
02 December 2011
01 December 2011
Rail traffic slows down
ailRail traffic drops sharply as economic activity in industrial America came to a virtual stand-still at the end of last week. For some reason, Canadian and Mexican railroads did not slow down much. More details at railfax.transmatch.com
30 November 2011
Who are the big owners of GS' list?
A little hard to read but ask for a trial version and you can see it in all its detail.
Just the holders on the GS list with >4% of their portfolio in a particular name. This cuts out the indexers. Color shows net buyers or sellers by shares in 3Q.
These managers are the true believers in GS' fave list.
Who owns China?
Well these funds don't own China but they are heaviest into Chinese names. The colors show their average percent return since Sept. 30.
29 November 2011
Who cares about AMR?
Besides me with a prepaid ticket that rescues me from my in-laws after Xmas? These folks. Size is value as of 3Q holdings times yesterday's price. Color shows who added or subtracted in 3Q.
28 November 2011
23 November 2011
Where is the recession? Still in Europe. Not RRs.
Rail traffic looking good. Esp for BNSF as coal looking strong. Good for Buffett I suspect although it will get lost in the mush at BRK.A
Here's the link to our railfax.transmatch.com graphs.
Pershing Square not so bad
Ackman not so bad. Up abt 6% since 3Q. Why was he still in C? CP OTOH was good idea. Mine back in '09.
DMND cuts the Momos
As the stock price indicates they were buying DMND in 3Q. Not so much the 4Q. I'd be depressed too if I worked there.
22 November 2011
Paulson --- or at least a good chunk of him
What he said he did in 3Q.
Up about 4.4% for his 13f names QTD
Gold Bug Report. 3Q11
Net sellers for AU SCCO and GOLD otherwise no turning back in 3Q
Paulson and Tradewinds stick out.
Who cared about carloadings in 3Q?
Jan. 3 Update. Here's an interactive view of the railroads 13f filings for 3Q. It's pretty straightforward. Call if you want to talk about the data or software or whatever is on your mind.
GBX has had a nice rebound since 3Q. CSX sold off sharply in 3Q and hasn't gained many new friends.
UNP and CNI are core holdings. Even though Pershing Square bought a ton of CP, it's not that big a part of their portfolio.
This tells us who the indexers are....
The big rails were for sale in 3Q - look at the border color.
Out of CSX. (Not me. though)
CP caught more than Ackman's attention.
Most big owners added stock in the 3Q selloff.
Leaving for good. Close outs.
Taking a chance. New positions.
If you'd like to trial the EZviz Portfolio software send us an email or give us a call. It's free.
And if you are deeply interested in specific railroad traffic and operating performance check out this BNSF report.
Bad day for these shipowner owners.....
The largest pct of their portfolio in shipping companies. Ouch.
Price change 9/30 to 11/22
Running a steamship line is almost as tough as investing in one.
21 November 2011
China Names Cracked Up - Risk Off
Who bet big on risky Chinese companies? No surprises on the list. This is what outfits like Baillie Gifford get paid to do viz. gamble your money on wacko Chinese companies that probably won't be around in five quarters. If you can't read the smaller holders it's because you didn't download the trial version of our software. See link above and get it.
They owned FMCN. But why?
Most big owners of Focus Media added to their positions in 3Q and are now hurting. The icons show the mgrs. with >3% of their portfolio in that one name. WT hey?
OTOH some mgrs. bailed out (more or less) on this name. They get stars.
Losers
Was anyone surprised that the Super Committee bombed out? Or that the USA is ungovernable? Or that Newt Gingrich likes kids less than Jerry Sandusky?
Who did what with DNDN in 3Q?
The courageous bottom feeding buyers. Red = new position. Icon>3% Shares outstanding
Sellers with Green = Sold Out.
18 November 2011
17 November 2011
If the North American economy is OK, then what?
Yup it's Thursday and Europe remains a mess and railroad traffic keeps chugging higher. Who are you going to believe? Railfax or CNBC?
16 November 2011
15 November 2011
14 November 2011
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