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KSU

Kansas City Southern

$108.46

1.92 (1.80%)

, UNP

Union Pacific

$145.06

2.04 (1.43%)

06:17
07/10/18
07/10
06:17
07/10/18
06:17

Kansas City Southern Q2 volume faces 'lackluster growth', says Loop Capital

Loop Capital analyst Rick Paterson previews Q2 results for Kansas City Southern (KSU), saying that while earnings are expected to grow 15% on the year, lackluster volume growth is a "key issue". The analyst notes that this is in part attributable to weak Mexican Peso currency weighing on domestic Mexican intermodal market share, where the railroad's USD-denominated services compete with MXN-denominated truckers. Paterson adds that Kansas City Sourthern's year-to-date growth rate has also been impacted by "collateral damage" from service issues at Union Pacific (UNP). The analyst still keeps his Buy rating and $127 price target.

KSU

Kansas City Southern

$108.46

1.92 (1.80%)

UNP

Union Pacific

$145.06

2.04 (1.43%)

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KSU Kansas City Southern
$108.46

1.92 (1.80%)

04/22/18
BMOC
04/22/18
UPGRADE
BMOC
Outperform
Kansas City Southern upgraded to Outperform from Market Perform at BMO Capital
04/23/18
BMOC
04/23/18
UPGRADE
Target $125
BMOC
Outperform
Kansas City Southern upgraded to Outperform at BMO Capital on strong demand
As reported earlier, BMO Capital analyst Fadi Chamoun upgraded Kansas City Southern to Outperform from Market Perform and raised the price target to $125 from $120. Chamoun says the company is "the best-positioned growth story in the rail sector", citing demand from "multiple commodity segments supporting high-single-digit growth in revenue over the coming two years". The analyst also notes that the Kansas City Southern network is sufficiently resourced to support the growth, forecasting operating margin expansion boosting earnings by high-teen rate. Because of uncertainty surrounding the NAFTA talks, Chamoun also sees the current valuation on the company as attractive, with additional earnings upside coming from the "expected ramp-up in Canadian crude shipments and exports of U.S. refining products to Mexico".
05/24/18
STFL
05/24/18
INITIATION
Target $130
STFL
Buy
Kansas City Southern resumed with a Buy at Stifel
Stifel analyst Michael Baudendistel resumed coverage of Kansas City Southern with a Buy rating and $130 price target, citing its revenue growth opportunities given its unique positioning in Mexico and at the border and investments made in the Gulf Coast chemicals region. Rail group investors can get the company's superior volume growth "for the price of NAFTA risk," which Baudendistel said he sees as "a worthwhile trade."
06/28/18
JPMS
06/28/18
NO CHANGE
Target $132
JPMS
Overweight
Mexico election provides catalyst for Kansas City Southern, says JPMorgan
JPMorgan analyst Brian Ossenbeck is constructive on Kansas City Southern ahead of Mexico's presidential election on Sunday, which he believes is a contrarian view given the projected winner is a well-known populist candidate often referred to as "Mexico's Donald Trump". The market appears focused on the risk Andres Manuel Lopez Obrador poses to KSU's operations and growth opportunity in Mexico, but has yet to fully appreciate the implications of Congressional elections also slated for July 1, Ossenbeck tells investors in a research note titled "Mexico's General Election Provides an Overlooked Catalyst for a Relief Rally in KSU." The analyst points out that his firm's Mexico Equity Strategy team does not expect Obrado and the Morena party will carry a large enough majority in both houses of Congress needed to roll-back energy reform or threaten freight railroad concessions. He keeps an Overweight rating on Kansas City Southern with a $132 price target.
UNP Union Pacific
$145.06

2.04 (1.43%)

05/23/18
SBSH
05/23/18
NO CHANGE
SBSH
Buy
Citi sees path for Union Pacific reaching $200 per share
There is a building bull case for Union Pacific to earn $10 in 2020 earnings per share, which is supported by improving fundamentals, particularly pricing, Citi analyst Christian Wetherbee tells investors in a research note. He believes such a scenario can drive shares to $200. Union Pacific closed yesterday down $2.16 to $142.92. The analyst believes the announcement of a revamped capital structure and updated long-term targets at the company's investor day are well anticipated catalysts, but could still be positive for the shares. He reiterates a Buy rating on Union Pacific.
05/24/18
STFL
05/24/18
INITIATION
Target $151
STFL
Hold
Union Pacific resumed with a Hold at Stifel
Stifel analyst Michael Baudendistel resumed coverage of Union Pacific with a Hold rating and $151 price target, calling it "among the safest rails for investors" but also stating that he thinks the shares are fairly valued.
06/01/18
LOOP
06/01/18
NO CHANGE
Target $153
LOOP
Hold
Union Pacific price target raised to $153 from $145 at Loop Capital
Loop Capital analyst Rick Paterson raised his price target for Union Pacific to $153 following the company's investor day. The analyst expects positive volume growth, price growth above cost inflation and productivity-driven cost savings to drive shareholder value. His new price target reflects Union Pacific's "long-telegraphed debt-financed buybacks." He keeps a Hold rating on the shares.
06/01/18
DBAB
06/01/18
NO CHANGE
Target $178
DBAB
Buy
Union Pacific price target raised to $178 from $158 at Deutsche Bank
Deutsche Bank analyst Amit Mehrotra raised his price target for Union Pacific to $178 after attending the company's analyst day. The most important takeaway is that the company is targeting $20B in share repurchases through 2020 and guided dividend payout ratio that implies a dividend of $4.38 per share in 2020, which is 50% above current dividend, Mehrotra tells investors in a research note. He keeps a Buy rating on the shares.

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XOM

Exxon Mobil

$81.15

-0.83 (-1.01%)

20:43
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VZ

Verizon

$54.96

0.07 (0.13%)

, MCD

McDonald's

$166.53

-0.92 (-0.55%)

20:25
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VZ

Verizon

$54.96

0.07 (0.13%)

MCD

McDonald's

$166.53

-0.92 (-0.55%)

MM

Millennial Media

$0.00

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UTX

United Technologies

$126.42

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LMT

Lockheed Martin

$326.45

-1.77 (-0.54%)

NEE

NextEra Energy

$172.71

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CAT

Caterpillar

$128.64

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BIIB

Biogen

$315.67

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CNC

Centene

$141.34

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GLW

Corning

$30.83

0.06 (0.19%)

PCAR

Paccar

$60.51

0.25 (0.41%)

RF

Regions Financial

$16.39

-0.5 (-2.96%)

FITB

Fifth Third

$25.38

-0.95 (-3.61%)

HBAN

Huntington Bancshares

$13.66

-0.54 (-3.80%)

TRU

TransUnion

$68.59

0.39 (0.57%)

XRX

Xerox

$26.39

-0.47 (-1.75%)

HOG

Harley-Davidson

$38.72

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JBLU

JetBlue

$16.57

0.04 (0.24%)

GPK

Graphic Packaging

$12.31

-0.4 (-3.15%)

SLCA

U.S. Silica

$15.65

-0.41 (-2.55%)

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TOT

Total

$59.85

-0.95 (-1.56%)

20:22
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RDS.A

Royal Dutch Shell

$64.88

-0.66 (-1.01%)

20:17
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EQNR

Equinor

$26.39

-0.6 (-2.22%)

20:13
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20:13
Initiation
Equinor initiated at Simmons »

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CVX

Chevron

$117.23

-0.82 (-0.69%)

20:11
10/22/18
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Chevron initiated at Simmons »

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COP

ConocoPhillips

$72.06

-0.43 (-0.59%)

20:06
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20:06
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ConocoPhillips initiated at Simmons »

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BP

BP

$43.15

-0.84 (-1.91%)

20:02
10/22/18
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20:02
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20:02
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BP initiated at Simmons »

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WRE

Washington REIT

$27.97

-0.305 (-1.08%)

, AAPL

Apple

$220.62

1.34 (0.61%)

19:51
10/22/18
10/22
19:51
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19:51
Upgrade
Washington REIT, Apple, Amazon.com rating change at Stifel »

Washington REIT upgraded…

WRE

Washington REIT

$27.97

-0.305 (-1.08%)

AAPL

Apple

$220.62

1.34 (0.61%)

AMZN

Amazon.com

$1,789.00

25.09 (1.42%)

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JBGS

JBG Smith Properties

$36.81

0.005 (0.01%)

, AAPL

Apple

$220.62

1.34 (0.61%)

19:47
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JBGS

JBG Smith Properties

$36.81

0.005 (0.01%)

AAPL

Apple

$220.62

1.34 (0.61%)

AMZN

Amazon.com

$1,789.00

25.09 (1.42%)

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ARNC

Arconic

$21.45

-0.45 (-2.05%)

, APO

Apollo Global

$29.47

-0.02 (-0.07%)

19:38
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Periodicals
Arconic Board evaluating $11B Apollo Global offer, Reuters reports »

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ARNC

Arconic

$21.45

-0.45 (-2.05%)

APO

Apollo Global

$29.47

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BX

Blackstone

$34.38

-0.28 (-0.81%)

CG

Carlyle Group

$20.46

0.29 (1.44%)

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ARNC

Arconic

$21.45

-0.45 (-2.05%)

, APO

Apollo Global

$29.47

-0.02 (-0.07%)

19:34
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Periodicals
Breaking Periodicals news story on Arconic, Apollo Global »

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ARNC

Arconic

$21.45

-0.45 (-2.05%)

APO

Apollo Global

$29.47

-0.02 (-0.07%)

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ENLK

EnLink Midstream Partners

$18.10

-0.19 (-1.04%)

19:25
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EnLink Midstream Partners rating change at Credit Suisse »

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HLX

Helix Energy

$10.28

0.03 (0.29%)

19:25
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Hot Stocks
Helix Energy reports Q3 adjusted EBITDA $58.6M vs. $30.5M last year »

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HLX

Helix Energy

$10.28

0.03 (0.29%)

19:24
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UAL

United Continental

$88.62

1.19 (1.36%)

19:13
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United CEO upbeat in memo to workers on Q3, SVBJ reports »

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I

Intelsat

$34.98

0.385 (1.11%)

, EUTLF

Eutelsat Communications

$0.00

(0.00%)

19:11
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Intelsat

$34.98

0.385 (1.11%)

EUTLF

Eutelsat Communications

$0.00

(0.00%)

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CDNS

Cadence Design

$40.62

0.49 (1.22%)

, SSNC

SS&C

$49.91

-0.37 (-0.74%)

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CDNS

Cadence Design

$40.62

0.49 (1.22%)

SSNC

SS&C

$49.91

-0.37 (-0.74%)

FRBA

First Bank

$12.42

0.015 (0.12%)

ZION

Zions Bancorp

$45.33

-1.64 (-3.49%)

RNST

Renasant

$35.44

-1.1 (-3.01%)

CR

Crane

$87.33

-0.28 (-0.32%)

BRO

Brown & Brown

$29.12

0.27 (0.94%)

CEMI

Chembio Diagnostics

$9.68

-0.05 (-0.51%)

RH

RH

$109.10

-13.485 (-11.00%)

MC

Moelis

$50.66

-0.21 (-0.41%)

AMTD

TD Ameritrade

$49.89

-0.6 (-1.19%)

AFMD

Affimed N.V.

$3.15

-0.06 (-1.87%)

PTI

Proteostasis

$7.17

-0.77 (-9.70%)

EIGR

Eiger BioPharmaceuticals

$10.65

-1.2 (-10.13%)

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DIS

Disney

$118.22

-0.59 (-0.50%)

18:55
10/22/18
10/22
18:55
10/22/18
18:55
Periodicals
Disney spends $20M to support Florida's Amendment 3, Bloomberg says »

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  • 08

    Nov

HSBC

HSBC

$40.36

-0.095 (-0.23%)

18:50
10/22/18
10/22
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18:50
Periodicals
HSBC teams up with Avant to offer personal loans, Bloomberg says »

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WSFS

WSFS Financial

$43.08

-0.46 (-1.06%)

18:49
10/22/18
10/22
18:49
10/22/18
18:49
Earnings
WSFS Financial reports Q3 EPS 96c, consensus 92c »

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  • 23

    Oct

IQV

Iqvia

$126.36

-0.52 (-0.41%)

, CRM

Salesforce

$142.92

2.47 (1.76%)

18:22
10/22/18
10/22
18:22
10/22/18
18:22
Recommendations
Iqvia, Salesforce analyst commentary at Piper Jaffray »

Iqvia price target raised…

IQV

Iqvia

$126.36

-0.52 (-0.41%)

CRM

Salesforce

$142.92

2.47 (1.76%)

03/08/13
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BK

BNY Mellon

$46.47

-0.94 (-1.98%)

18:20
10/22/18
10/22
18:20
10/22/18
18:20
Hot Stocks
BNY Mellon, Bank of the West reach pact on new real-time payments solution »

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