Buyers and Sellers, Enjoy the Show!
RAILWAY AGE OCTOBER 2021 EDITION: Welcome to the 2022 Railroad Financial Desk Book. The rail market has had a hot summer—Donna Summer “Hot Stuff” hot. However, this year’s Desk Book is not another article
Author: David Nahass
The Board Pieces Clearly Favored Canadian Pacific
RAILWAY AGE, FINANCIAL EDGE, SEPTEMBER 2021 ISSUE: For investors, industry watchers and rail consumers, August was either the most interesting or frustrating month to date in the reality dating show, “I Want to Buy a Class I Railroad.”
Dancing With the Flames of Success and Failure
For investors, industry watchers and rail consumers, August has been either the most interesting or frustrating month to date in the reality dating show, “I Want to Buy a Class I Railroad.”
Leasing Improvements May Be Unsustainable
FINANCIAL EDGE, RAILWAY AGE AUGUST 2021 ISSUE: Ah, the summer doldrums. While many were hoping for carefree days and a return to normalcy, sadly, the world continues to fret and struggle with the coronavirus and its Delta variant. However, in the shadows of this looming global crisis, the world of North American rail is all atwitter with political activity and other news-grabbing headlines.
Rail Insights 2021 Takeaways
THE FINANCIAL EDGE, RAILWAY AGE JULY 2021 ISSUE: At the 2021 Rail Insights conference (held “live” virtually in June 2021), three major trends emerged: The rebound in rail is in full swing; short lines and Class I railroads are feeling pressure to respond to growing demand in a challenging labor market; and the industry is in a “wait, see and respond” mode when contemplating who will be the ultimate long-term dance partner for KCS. Additionally, infrastructure improvements on the horizon are poised to help both passenger rail.
2021 Guide to Equipment Leasing: The Elephant in the Room Takes Leave
RAILWAY AGE, JUNE 2021 ISSUE: Welcome to the 2021 Guide to Equipment Leasing. Let’s start out by addressing the space in the room left by the exiting elephant: The U.S. economy and its residents clearly are looking forward to the end of the pandemic era and the opening of the economy.
The Target Is Actually the Hunter
FINANCIAL EDGE, RAILWAY AGE MAY 2021 ISSUE: The scuffle between CP and CN to acquire Kansas City Southern requires comment. In the 2021 Railroad Financial Desk Book, it was noted that KCS’s
Next-Gen Freight Rail Sets Agenda for the 2020s
FINANCIAL EDGE, RAILWAY AGE APRIL 2021 ISSUE: The tone and context of Railway Age’s Next-Gen Freight Rail conference held virtually on March 10, 2021 changes rapidly when viewed through the blockbuster announcement of Canadian Pacific’s (CP) acquisition of Kansas City Southern (KCS).
Texas Cold Won’t Bring Back Coal
The Texas wind that blows, blows not for king coal. The recent electricity debacle is likely to pivot power generation further away.
You Can’t Hide Behind COVID-19 Forever
FINANCIAL EDGE, RAILWAY AGE FEBRUARY 2021 ISSUE: 2020 is in the rearview mirror.