Commentary

Suds With Seidl: “Railroad Happy Hour”

Written by Jason Seidl, TD Cowen, Wall Street Contributing Editor

We hosted rail industry experts in our third Suds with Seidl event. The overall mood was optimistic. The outlook for 2021 was strong, with one participant noting he was surprised to hear just how bullish his customers were this past week. Class I’s may be missing business opportunities, but there is still hope for greater communication via technology initiatives. We remain positive on the rail group.

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