The appointments of Talton-Buck and Kolar are expected to enhance Norfolk Southern's brand building, crisis management, and compliance capabilities. Their extensive experience in their respective fields is anticipated to bring significant value to the company.
I'm interested in investing in short line railroad since they seem to be the target of a lot of State-level government grants, funding initiatives, and tax incentives and I suspect many will soon be acquired by the Class I rail operators like NSC, CSX, CP, CNI, etc. However, only these large railroads appear to be publicly traded. Does anyone have ideas about how one might go about investing in these Class II railroads?$諾福克南方(NSC.US)$$CSX運輸(CSX.US)$
Ancora's aggressive strategy prompts company to appoint new board members. Ancora criticizes current management for lack of credible plan and viable record, indicating bearish sentiment towards Norfolk Southern's leadership.
Norfolk Southern views Ancora's strategy as shortsighted, potentially jeopardizing recent progress. Ancora-led investor group and several regulators doubt the current leadership's credibility and fear a change could harm safety efforts.
Analyst Brandon Oglenski points out Norfolk Southern's profitability has been trailing industry levels since 2015, with the margin gap widening to nearly 600 bps under CEO Alan Shaw. Investors are reportedly dissatisfied as changes to the operating strategy haven't significantly reduced the profitability gap.
Investor group slams Norfolk Southern's board for poor leadership, safety priorities, and strategy decisions. They believe the company, with exceptional rail workers and top customers, has long suffered due to these choices.
Investor group deems Shaw, a '30-year insider with a poor growth record,' unfit for CEO role. They've voiced concerns to Norfolk Southern and met with Shaw, ready to challenge current leadership.
Despite unusual items impacting Norfolk Southern's earnings, the company's earnings potential is seen as strong, if not stronger. An improved result is expected this quarter if these expenses don't recur.
Barclays analyst Brandon Oglenski sees potential earnings upside at Norfolk Southern through activism and an operations-focused culture, but stresses the importance of right leadership for long-term value. Bank of America's Ken Hoexter also sees potential upside through management change and improved margins.
諾福克南方股票討論區
Short Line Rail Investing
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