Today, CEO Keith Creel and CFO Nadeem Velani spoke about the near future of $CP (+0,23 %) and answered questions.

Among other things, they talked about:

• Strong Cost Control
• Double digit Earnings
• Industry leading growth through snyergies (Merger with KS)
• CAPEX decrease
• Shareholder return increase

Driven by a strong Q3/25, Keith Creel expects your efforts to develop positively into year 26.

• Mexican Midwest Express up +48% YoY
• Next, through partnership with $CSX (+0,44 %) the Southeast Mexican Express, 52 miles of track near Alabama were acquired at Investor Day, which will help CSX transport over this route.

Volumes in Q4/25 continue to look solid:

• October slight decrease
• November up about +5%
• December also mid/single (will not decrease)

Guidance for 2026 was only briefly mentioned, as the quarterly report with full guidance will be published in January

• Growth about mid single digits
• About 1.0 to 1.5 Margin improvements
• EPS growth at least 10% (without present economy pressure) expected 15%
• CAPEX amounts to approx. 2.6 - 2.8B

Shareholders were thanked for their patience and it was also announced that the company is at a point where CAPEX can be reduced somewhat in order to increase the dividend (payout ratio) and share buybacks are being considered. Further details will be provided in the Q4/25 report.

Keith Creel was also asked about his relationship with the company, whether he would like to/could quit or could imagine working somewhere else.

Keith responded freely in bullet points:

• It was his dream to enter into the merger with Kansas City
• He wants to stay with the team (10+ years) and finish the job
• Currently there is no firm exit
• If he wanted to work somewhere else, he would have done it already

Summary:

Guidance remains strong for the Railroad sector and especially growth, which seems to be even stronger in the next quarter. In addition, the management team, including the CEO, is very committed and wants to continue to work on the strongest growth.

Source:

CPKC Webcast @ 2025 UBS Global Industrials and Transportation Conference

Hello my dears, what is your assessment here, is it worth it now to $CSX (+0,44 %) get a foot in the door now?

Buffett is looking for his last big deal before retirement.

Possible purchase of CSX as a strategic counterweight.

USD 90 billion in liquid funds available for takeover.

Warren Buffett has been looking for another major deal for more than a decade. Now the star investor could have his last opportunity shortly before he leaves the helm of Berkshire Hathaway.

In 2009, Warren Buffett made the biggest deal of his career to date. The Oracle of Omaha bought the US railroad company Burlington Northern Santa Fe (BNSF) for 44 billion US dollars. "It's a bet on the economic future of the USA. I love betting," Buffett said at the time. Shortly before the end of his career, he could significantly increase his bet.

According to industry sources, Berkshire may have its eye on the US railroad group CSX. The possible move would come amid growing takeover fantasies in the industry and could mark the final chapter in Warren Buffett's unprecedented career as a star investor.

Details can be found at the link

https://www.wallstreet-online.de/nachricht/19635924-80-milliarden-us-dollar-deal-warren-buffett-kroent-meister-ruhestand-kauf

Sometimes good investment opportunities are right in front of your own eyes. When I was at a production site the other day and caught sight of the countless tank cars, I got to thinking about who actually does the better business on the rails. Who makes more money on a freight train - the locomotive or the railcars? So I was more concerned with this issue, since there is still no way to invest in Canadian Pacific after the merger. I already thought about this in the following article: https://getqu.in/tWYkun/

GATX - interesting alternative to traditional logistics companies on the stock exchange.

What makes $GATX (+0,07 %)?

GATX is a US-based lessor/leasing provider of railcars in North America, Europe and India. This makes them one of the largest rail fleet owners in the world.

But what is the business behind it?

GATX leases the wagons directly to manufacturing companies. During the term of the contract, they are the physical property of the manufacturing companies, which have to bear the corresponding costs for maintenance and repair. Most people should be familiar with this from conventional car leasing.

They are therefore independent of the respective operating costs and operating resources that a transport company has to take into account and which, of course, cannot be neglected in view of rising energy prices, as well as independent of freight rates and order backlog.

Therefore a good alternative to the established transport companies, like $UNP (+0,47 %) , $CSX (+0,44 %) , $NSC (+0,48 %) or $CNR (+0,32 %) as investments.

In addition, they offer their service in maintenance. The license to maintain their wagons is transferred to external service providers and marketed. Customers are thus forced to visit contract workshops in order to be able to guarantee compliance with the leasing contracts.

The risks of the business:

However, GATX thus bears the worry of the freely available fleet and has to bear corresponding costs for each wagon that has not been leased. In addition, they are of course dependent on the freight rates of their customers in order to be able to achieve maximum capacity utilization when leasing.

Likewise, they bear the risk of the procurement costs for the construction of the respective product in the calculation.

The portfolio:

GATX has chemically resistant tank cars of various volumes and designs for liquids. This includes the respective regional standards. In addition, transport wagons for bulk goods, intermodal, general cargo and compressed gas containers.

Competition?

Hardly to be found on the stock exchange. The direct competitors are Ermewa and VTG.

Ermewa is now part of DWS. $DWS (+0,69 %) . At the same time, VTG became the property of the Abu Dhabi sovereign wealth fund at the end of 2022. The Swiss competitor Wascosa is still present, but rather insignificant in these proportions.

The takeovers of major competitors actually show the lucrativeness of the business, so other investors are left out of the equation. The business model is a flourishing cash cow with excellent future prospects thanks to higher freight rates by rail.

All in all, for me a nice American second-tier stock with growth prospects. At the moment, however, I am waiting with an investment until the economy improves again for the industrial stocks on the active continents. As a bonus, there is always a nice little dividend.