Union Pacific http://so-l.ru/tags/show/union_pacific Tue, 14 Aug 2018 09:49:58 +0300 <![CDATA[Union Pacific declares $0.73 dividend]]> http://so-l.ru/news/y/2018_02_08_union_pacific_declares_0_73_dividend Thu, 10 May 2018 22:40:24 +0300 <![CDATA[FedEx (FDX) Takes Over P2P, Expands E-commerce Capabilities]]> In a bid to strengthen its e-commerce portfolio, leading package delivery company FedEx Corporation FDX recently announced the acquisition of U.K.-based P2P Mailing Limited for £92 million. The earlier P2P offered customers unique last-mile delivery options. The company, prior to being acquired, provided parcel delivery services to more than 200 countries.

P2P will operate under the FedEx Cross Border unit from now on. FedEx Cross Border operates under FedEx Trade Networks, Inc. (FTN), which has been operational since Mar 1. The decision is aimed at helping the company gain from the e-commerce boom.

With e-commerce growing by leaps and bounds, it is natural that FedEx is looking to tap the opportunity. In fact, the strong growth of e-commerce is a huge positive for the company. On the back of such exponential growth, FedEx did extremely well in the holiday season. In fact, the company had left no stone unturned to cash in on the opportunity, hiring more than 50,000 seasonal workers to meet the surge in demand. FedEx’s rival United Parcel Service, Inc. UPS also saw an impressive holiday season.

E-commerce Growth Drives Stock

Shares of FedEx have done impressively well on rising e-commerce demand. The stock has gained 22.7% in a year’s time, substantially outperforming the 6.3% rally of the industry it belongs to.

Consequently, FedEx’s decision to boost its e-commerce portfolio through the P2P buyout seems to be a prudent one.

New Tax Law — Another Positive

The new tax law (Tax Cuts and Jobs Act), which slashes the corporate tax rate significantly, is a huge positive for this Zacks Rank #3 (Hold ) company. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

The tax cut has primarily backed the company raised earnings projection for fiscal 2018. For the fiscal, the company anticipates earnings per share (excluding TNT Express integration expenses and certain other items) of $15-$15.40, higher than the previous projection of $12.70-$13.30.

Apart from the significant drop in corporate tax rate, the new law now allows these companies to deduct capital expenditures from taxable income in the year of occurrence. This aspect hugely favors FedEx as it incurs substantially high capital expenditures. The company’s annual tax bill will not be significantly lower, courtesy of the higher deductions.

The Tax Cuts and Jobs Act might also ramp up shareholder-friendly activities (dividend payments and buybacks) at FedEx. It is encouraging to note that transportation stocks like Union Pacific Corporation UNP and Norfolk Southern Corporation NSC have already announced dividend hikes this year.

Will You Make a Fortune on the Shift to Electric Cars?

Here's another stock idea to consider. Much like petroleum 150 years ago, lithium power may soon shake the world, creating millionaires and reshaping geo-politics. Soon electric vehicles (EVs) may be cheaper than gas guzzlers. Some are already reaching 265 miles on a single charge.

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Union Pacific Corporation (UNP): Free Stock Analysis Report
 
Norfolk Southern Corporation (NSC): Free Stock Analysis Report
 
United Parcel Service, Inc. (UPS): Free Stock Analysis Report
 
FedEx Corporation (FDX): Free Stock Analysis Report
 
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Zacks Investment Research]]>
http://so-l.ru/news/y/2018_03_28_fedex_fdx_takes_over_p2p_expands_e_co Wed, 28 Mar 2018 18:17:00 +0300
<![CDATA[GATX's Shares Up 11.3% in 3 Months: Whats Driving the stock?]]> Shares of GATX Corporation GATX gained 11.3% over the last three months, outperforming the Zacks Equipment and Leasing industry, which declined 5.9% in the same time period.

 

 

 

Let’s take a look at the factors responsible for the impressive price performance.

In January, GATX reported higher-than-expected revenues for the fourth quarter of 2017. The strong performance of the Rail North America segment, which accounts for a bulk of GATX’s revenues, aided results.

The company’s strong product portfolio is encouraging as well. Moreover, its efforts to modernize the fleet, particularly at its Rail Europe division, raise optimism in the stock.

We are impressed by the company’s efforts to reward its shareholders through share buybacks and dividend payments. We note that the company has been paying regular dividends, continuously since 1919. In January 2018, it raised the quarterly dividend by 5% to 44 cents per share. During 2017, it bought back shares worth $100 million.

The new tax law is a blessing for transportation companies like GATX. The huge savings, induced by the new law, may result in an improvement in these shareholder-friendly activities. Apart from GATX, transportation stocks like Union Pacific Corporation UNP, Norfolk Southern Corporation NSC and J.B. Hunt Transport Services JBHT also hiked their dividend payouts this year.

Estimate Revisions

Upward estimate revisions reflect optimism in a stock’s prospect. GATX scores impressively on this front too. In fact, this Zacks Rank #2 (Buy) company has seen the Zacks Consensus Estimate for current-quarter and current-year earnings being revised 6.4% and 8.8% upward, respectively, in the last 90 days. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Additionally, the stock has a Value Score of A.

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GATX Corporation (GATX): Free Stock Analysis Report
 
Union Pacific Corporation (UNP): Free Stock Analysis Report
 
Norfolk Southern Corporation (NSC): Free Stock Analysis Report
 
J.B. Hunt Transport Services, Inc. (JBHT): Free Stock Analysis Report
 
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Zacks Investment Research]]>
http://so-l.ru/news/y/2018_03_23_gatx_s_shares_up_11_3_in_3_months_what Fri, 23 Mar 2018 17:50:00 +0300
<![CDATA[SkyWest (SKYW) Hits 52-Week High: Is More Upside Left?]]> Shares of SkyWest, Inc.  SKYW scaled a 52-week high of $60.65 on Mar 16, before retracing a bit to close the session at $60.3. In fact, the stock has performed very well in the past six months. While SkyWest has rallied 43.2%, the Zacks Airline industry gained 16.5%.

 

Catalysts Behind the Impressive Price Performance

SkyWest’s constant efforts to modernize its fleet and streamlining its operations are impressive. Also, the company aims to reduce the 50-seat jets in its fleet and add new E175 aircraft. To this end, it reported a decline in block hours (a measure of aircraft utilization) in February 2018. For the first two months of the year, the carrier reported a 2.8% decrease in block hours.

Moreover, SkyWest has a robust earnings surprise history, having surpassed estimates in each of the trailing 14 quarters. Evidently, in fourth-quarter 2017, this Zacks Rank #3 (Hold) carrier performed impressively, reporting better-than-expected earnings and revenues. We expect SkyWest to continue performing well in the near term. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

In fact, a solid earnings track record generally works as a catalyst in boosting the stock price. This is because it indicates the company’s ability to surpass earnings estimates. More often than not, investors take into account a company’s buoyant earnings history while betting on the stock with the expectation that it will continue outpacing estimates in its next releases.

Furthermore, SkyWest’s expansion-related efforts are impressive. Also, its efforts to reward shareholders through dividends and share buybacks raise optimism on the stock. In February 2018, the company hiked its quarterly dividend by 20%. We note that apart from SkyWest, transportation stocks like Alaska Air Group, Inc. ALK, Norfolk Southern Corporation NSC and Union Pacific Corporation UNP have hiked their respective dividend payouts this year.

Earnings Estimates on an Upswing

Upward estimate revisions reflect optimism about a stock’s prospects. SkyWest scores impressively on this front as well. The stock has seen the Zacks Consensus Estimate for current-quarter and yearly earnings being revised 5.1% and 14.3% upward, respectively, over the last 90 days.

Style Score

Additionally, the stock has an attractive VGM Score of B. Here V stands for Value, G for Growth and M for Momentum and the score is a weighted combination of these three scores.

Such a score allows investors to eliminate the negative aspects of stocks and select winners. However, it is important to note that each Style Score will carry a different weight while arriving at a VGM Score.

More Stock News: This Is Bigger than the iPhone!

It could become the mother of all technological revolutions. Apple sold a mere 1 billion iPhones in 10 years but a new breakthrough is expected to generate more than 27 billion devices in just 3 years, creating a $1.7 trillion market.

Zacks has just released a Special Report that spotlights this fast-emerging phenomenon and 6 tickers for taking advantage of it. If you don't buy now, you may kick yourself in 2020.

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SkyWest, Inc. (SKYW): Free Stock Analysis Report
 
Alaska Air Group, Inc. (ALK): Free Stock Analysis Report
 
Union Pacific Corporation (UNP): Free Stock Analysis Report
 
Norfolk Southern Corporation (NSC): Free Stock Analysis Report
 
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http://so-l.ru/news/y/2018_03_19_skywest_skyw_hits_52_week_high_is_mor Mon, 19 Mar 2018 18:03:00 +0300
<![CDATA[The Zacks Analyst Blog Highlights: Union Pacific, Kansas City, Canadian Pacific, CSX and Norfolk]]> The Zacks Analyst Blog Highlights: Union Pacific, Kansas City, Canadian Pacific, CSX and NorfolkThe Zacks Analyst Blog Highlights: Union Pacific, Kansas City, Canadian Pacific, CSX and Norfolk


]]> http://so-l.ru/news/y/2018_03_19_yahoo_finance_the_zacks_analy Mon, 19 Mar 2018 15:40:12 +0300 <![CDATA[U.S. regulator to meet next month with disgruntled railroad customers]]> U.S. regulator to meet next month with disgruntled railroad customersThe top U.S. railways regulator plans to hold a series of meetings with disgruntled shippers and other customers starting next month, after fresh complaints over service delays and higher costs from automotive and grain lobby groups. The Surface Transportation Board's last major public hearing was in October and focused on service issues at the CSX Corp railroad. Reuters reported two weeks ago that a drive to cut costs and boost margins at CSX, Norfolk Southern Corp, and Union Pacific Corp was hurting some of America's largest rail customers.


]]> http://so-l.ru/news/y/2018_03_17_u_s_regulator_to_meet_next_month_with_d Sat, 17 Mar 2018 02:05:16 +0300 <![CDATA[Stock Market News for March 16, 2018]]> Benchmarks closed mixed on Thursday with both the S&P 500 and Nasdaq ending in negative territory, even as the Dow finished in the green. Special counsel Robert Mueller has reportedly subpoenaed Trump Organization for Trump’s business-related documents. This factor along with trade war fears weighed on investor sentiment.

The S&P 500 fell for fourth straight-day, its longest such stretch of decline since last December. However, the Dow managed to post a one-day rise of around 116 points, after investors indulged in bargain hunting, seeking out blue-chip stocks on the dip.

How the Benchmarks Fared?

The Dow Jones Industrial Average (DJI) increased 0.5%, or 115.95 points, to close at 24,873.66. However, the S&P 500 fell 0.1% to close at 2,747.33. The tech-laden Nasdaq Composite Index closed at 7,481.74, losing 0.2%. The fear-gauge CBOE Volatility Index (VIX) decreased 3.3% to close at 16.67. A total of 6.65 billion shares were traded on Thursday, lower than the last 20-session average of 7.08 billion shares. Decliners outnumbered advancers on the NYSE by a 1.71-to-1 ratio. On Nasdaq, a 1.31-to-1 ratio favored declining issues.

Trade War Fears, Mueller’s Subpoena Drag Indexes

Late on Tuesday, Trump reportedly said that the U.S. is looking to impose “tariffs on up to $60 billion of Chinese imports.” Further on Thursday, he stated that the U.S. is thinking of imposing tariffs of more than $30 billion on Chinese imports“as part of a package of anti-China measures,” per a Wall Street Journal report. Trump’s protectionist stance raised concerns over a possible retaliation by other countries including China.

Additionally, The New York Times reported that special counsel Robert Mueller has subpoenaed the Trump Organization for documents relating to Trump’s businesses. This subpoena was issued in connection with an inquiry into Russian involvement in the 2016 U.S. Presidential election. Following this development, two key indexes, S&P 500 and Nasdaq posted losses for the fourth consecutive session.

The Materials Select Sector SPDR (XLB) decreased 1.3%, becoming the worst performing sector among the S&P 500. Some of its key holdings, Monsanto Company MON, CF Industries Holdings, Inc. CF and Newmont Mining Corporation NEM fell 4.8%, 3.3% and 2.3%, respectively.

Investors’ Bargain Hunting Boost the Dow

Recent uncertainty resulted in decline in stock prices, which encouraged investors to buy on the dip and focus on blue-chip stocks. Following this development, the Dow was the only key index that managed to end in the green. Dow component UnitedHealth Group Incorporated UNH increased 1.8% and was the biggest contributor to the blue-chip index’s gains on the day. UnitedHealth Group has a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

In economic news, the U.S Department of Labor reported that seasonally adjusted initial claims decreased 4,000 to 226,000 in the week ending March 10, reaching its lowest level in 50 years. Initial claims were also less than the consensus estimate of 227,000. Record fall in jobless claims indicated a tighter labor market.

According to the Federal Reserve Bank of Philadelphia, manufacturing activity in some of the eastern U.S. states including Pennsylvania, New Jersey and Delaware continued to expand in March. The Philadelphia Fed manufacturing index slipped to 22.3 in March from 25.8 in February. But, the gauge remained well above zero, which indicates improving conditions.

Manufacturing activity has also been growing robustly in New York State this month, the Federal Reserve Bank of New York said in its latest news release. The Empire State manufacturing index climbed to a reading of 22.5 in March from 13.1 in February.

Encouraging manufacturing data from major states and fall in initial claims had a positive impact on industrials stocks. The Industrial Select Sector SPDR (XLI) advanced 0.3%, becoming the biggest gainer among the S&P 500 sectors. Dow components, Caterpillar Inc. CAT, 3M Company MMM and Union Pacific Corporation UNP rose 1.3%, 0.7% and 1.1%, respectively.

Stocks That Made Headlines

Dollar General Q4 Earnings Miss, Stock Up on Upbeat View

Dollar General Corporation DG reported fourth-quarter fiscal 2017 results, wherein both earnings and revenues missed the Zacks Consensus Estimate. (Read More)

Zumiez Falls on Q4 Earnings Miss, Sales Remain Strong

Zumiez Inc. ZUMZ delivered lower-than-expected earnings in fourth-quarter fiscal 2017, despite solid top-line trends. (Read More)

The Hottest Tech Mega-Trend of All

Last year, it generated $8 billion in global revenues. By 2020, it's predicted to blast through the roof to $47 billion. Famed investor Mark Cuban says it will produce "the world's first trillionaires," but that should still leave plenty of money for regular investors who make the right trades early.

See Zacks' 3 Best Stocks to Play This Trend >>


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Union Pacific Corporation (UNP): Free Stock Analysis Report
 
3M Company (MMM): Free Stock Analysis Report
 
CF Industries Holdings, Inc. (CF): Free Stock Analysis Report
 
Caterpillar Inc. (CAT): Free Stock Analysis Report
 
UnitedHealth Group Incorporated (UNH): Free Stock Analysis Report
 
Newmont Mining Corporation (NEM): Free Stock Analysis Report
 
Zumiez Inc. (ZUMZ): Free Stock Analysis Report
 
Dollar General Corporation (DG): Free Stock Analysis Report
 
Monsanto Company (MON): Free Stock Analysis Report
 
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Zacks Investment Research]]>
http://so-l.ru/news/y/2018_03_16_stock_market_news_for_march_16_2018 Fri, 16 Mar 2018 17:15:00 +0300
<![CDATA[Stock Market News for March 15, 2018]]> Benchmarks closed in the red for the third consecutive trading day on Wednesday following concerns over a possible trade war between the U.S. and China. President Trump is expected to levy fresh tariffs on Chinese imports and announced that U.S.’s trade deficits with China will be reduced significantly. Shares of Dow component Boeing declined after investors fretted that a possible trade war between the two biggest economies may push China to retaliate, which may adversely affect the company. Boeing’s performance weighed on broader markets, with the Dow registering a one-day decline of around 250 points.

How the Benchmarks Fared?

The Dow Jones Industrial Average (DJI) decreased 1%, or 246.74 points, to close at 24,758.12. The S&P 500 fell 0.6% to close at 2,749.48. The tech-laden Nasdaq Composite Index closed at 7,496.81, losing 0.2%. The fear-gauge CBOE Volatility Index (VIX) increased 3.9% to close at 16.99. A total of 6.53 billion shares were traded on Wednesday, lower than the last 20-session average of 7.14 billion shares. Decliners outnumbered advancers on the NYSE by a 1.35-to-1 ratio. On Nasdaq, a 1.53-to-1 ratio favored declining issues.

Trump To Initiate Trade War With China?

Per U.S. Census Bureau data, the United States posted a trade deficit of $375 billion with China last year, which was two-thirds of the economy’s trade gap of $566 billion. In contrast, China registered trade surplus of $276 billion during the same period, which was also two-thirds of the second biggest economy’s trade surplus of $422.5 billion.

Last Wednesday, President Trump tweeted that the U.S. is looking to reduce its trade deficit by $1 billion.  A White House spokesperson later clarified that the exact amount was around $100 billion. Additionally, Trump reportedly said that the U.S. is looking to impose “tariffs on up to $60 billion of Chinese imports,” with Chinese telecommunications, apparel and technology sectors likely bearing most of the brunt.

Following this development, a trade war is likely to break out between the United States and China. Investors fear that The Boeing Company BA might be the primary target of Chinese retaliation. The aircraft manufacturer projected last September that China may invest about $1 trillion over the next 20 years to acquire aircraft from the company.

Any hostile move from China will jeopardize Boeing’s performance, which is why its shares fell 2.5% on Wednesday, weighing on the Dow and the industrials sector of the S&P 500. The Industrial Select Sector SPDR (XLI) declined 1.1%, becoming the second biggest loser among the S&P 500 sectors. Some of its key holdings, including 3M Company MMM and Union Pacific Corporation UNP fell 1.4% and 1.5%, respectively.

Additionally, the Materials Select Sector SPDR (XLB) decreased 1.3% and was the worst performing sector in the S&P 500. Two of its main components, DowDuPont Inc. DWDP and Praxair, Inc. PX declined 2.2% and 1.8%, respectively. Praxair has a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

PPI Increase Less Than January’s, Retail Sales Fall

In economic news, the U.S. Bureau of Labor Statistics reported that the U.S. Producer Price Index (PPI) for finished goods increased 0.2% in February. This increase was slightly higher than the consensus estimate of 0.1%, but fell short of January’s rise of 0.4%. Core PPI rose 0.2% in February, in line with January’s movement. Subdued PPI number along with in line consumer price inflation data reduced concerns over the pace of Fed rate hikes this year.

Additionally, the Commerce Department reported on Tuesday that retail sales fell 0.1% last month, in contrast to the consensus estimate of 0.4% increase. Retail sales fell for third straight month, indicating that consumer spending will fall in the first quarter of this year. However, core retail sales increased 0.1%, which are closely correlated with the consumer spending component of the GDP.

Stocks That Made Headlines

V.F. Corp Poised to Grow on Altra Brand Acquisition

V.F. Corporation VFC has agreed to buy the Altra footwear brand from ICON Health & Fitness, Inc., a leading Utah-based health & fitness company. (Read More)

Can Hackers Put Money INTO Your Portfolio?

Earlier this month, credit bureau Equifax announced a massive data breach affecting 2 out of every 3 Americans. The cybersecurity industry is expanding quickly in response to this and similar events. But some stocks are better investments than others.

Zacks has just released Cybersecurity! An Investor’s Guide to help Zacks.com readers make the most of the $170 billion per year investment opportunity created by hackers and other threats. It reveals 4 stocks worth looking into right away.

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Union Pacific Corporation (UNP): Free Stock Analysis Report
 
Boeing Company (The) (BA): Free Stock Analysis Report
 
Praxair, Inc. (PX): Free Stock Analysis Report
 
3M Company (MMM): Free Stock Analysis Report
 
VF Corporation (VFC): Free Stock Analysis Report
 
Dow Chemical Company (The) (DWDP): Free Stock Analysis Report
 
To read this article on Zacks.com click here.
 
Zacks Investment Research]]>
http://so-l.ru/news/y/2018_03_15_stock_market_news_for_march_15_2018 Thu, 15 Mar 2018 17:00:00 +0300
<![CDATA[Union Pacific to invest more in Kansas infrastructure]]> http://so-l.ru/news/y/2018_03_12_union_pacific_to_invest_more_in_kansas_i Mon, 12 Mar 2018 21:21:58 +0300 <![CDATA[Norfolk Southern (NSC) Stock Up 14% in 6 Months: Here's Why]]> Shares of Norfolk Southern Corporation NSC have gained 13.8% in the past six months, outperforming the Zacks Rail industry’s rally of 10.2%.

 

Let’s take a look into the factors responsible for the impressive price performance and see if the company can add new feathers in its cap.

In January 2018, Norfolk Southern reported better-than-expected earnings per share and revenues for the fourth quarter of 2017. The metrics also improved on a year-over-year basis. Results were aided by volume growth owing to impressive performances at the key segments like coal, merchandise and intermodal.

Moreover, the company’s efforts to cut costs in order to drive its bottom line are impressive. Improvement in operating ratio (operating expenses as a percentage of revenues) is a positive as well. The metric has improved 150 basis points in 2017 on a year-over-year basis. Norfolk Southern aims to achieve an operating ratio of below 65% by 2020 or even earlier. Annual productivity savings in excess of $650 million are expected by 2020.

Additionally, the company’s focus on rewarding shareholders through share repurchases and dividends are encouraging. In keeping with the objective of rewarding shareholders, the company announced an 18% increase in its quarterly cash dividend to 72 cents per share (annualized $2.88 per share) in January. In fact, it has shelled out $703 million in dividends and repurchased shares worth $1 billion in 2017.

Apart from Norfolk Southern, fellow railroad operators like Union Pacific Corporation UNP and Canadian National Railway CNI have raised dividend payouts recently. Last year, Kansas City Southern KSU had hiked its quarterly dividend as well.

Furthermore, the new tax law (Tax Cuts and Jobs Act), which reduces corporate tax rate significantly, proved conducive for the company. Norfolk Southern expects effective tax rate to come down to around 24% from 35.4% recorded in 2017. The resultant savings is anticipated to increase the shareholder-friendly activities. Moving ahead, the company envisions intermodal and merchandise networks to drive growth.

Estimate Revisions & Zacks Rank

Upward estimate revisions reflect optimism about a stock’s prospects. Norfolk Southern scores impressively on this front too. In fact, this Zacks Rank #2 (Buy) company has seen the Zacks Consensus Estimate for current-quarter and yearly earnings being revised 13.5% and 16.3% upward, respectively, in the last 60 days. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Breaking News: Cryptocurrencies Now Bigger than Visa

The total market cap of all cryptos recently surpassed $700 billion – more than a 3,800% increase in the previous 12 months. They’re now bigger than Morgan Stanley, Goldman Sachs and even Visa! The new asset class may expand even more rapidly in 2018 as new investors continue pouring in and Wall Street becomes increasingly involved.

Zacks’ has just named 4 companies that enable investors to take advantage of the explosive growth of cryptocurrencies via the stock market.

Click here to access these stocks. >>


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Kansas City Southern (KSU): Free Stock Analysis Report
 
Union Pacific Corporation (UNP): Free Stock Analysis Report
 
Canadian National Railway Company (CNI): Free Stock Analysis Report
 
Norfolk Souther Corporation (NSC): Free Stock Analysis Report
 
To read this article on Zacks.com click here.
 
Zacks Investment Research]]>
http://so-l.ru/news/y/2018_03_07_norfolk_southern_nsc_stock_up_14_in_6 Wed, 07 Mar 2018 19:11:00 +0300
<![CDATA[Трудовые лагеря в США]]> Великие стройки капитализма.

Раз уж всю неделю стоит вой по поводу Великого Вождя Русского Народа, позволю себе небольшой сталинский оммаж.

Прочитал в одной из работ специалиста по русской-советской литературе Йоахима Кляйна любопытное рассуждение на тему сходства системы трудовых лагерей 1930-х, в частности БелБалтлага, с некоторыми западными образцами конца XIX – начала XX века.

Он достаточно подробно останавливается на рассмотрении материальных артефактов, системы наказаний и статистике смертности (несколько раз откорректированной со стороны администрации).

При всем том, автор абсолютно не принимает во внимание социологию советского времени, % политических заключенных, генезис и распространенность лагерей и т.д… То есть рассуждает достаточно поверхностно.

Тем не менее, даже если не обращать внимание на бросающиеся в глаза факты, он буквально одним словом упоминает наиболее похожую по форме (не содержательно, повторюсь) пенитенциарную практику, почему-то не развивая свою мысль.

Ничего страшного, я немного договорю за маститого немецкого филолога.

Внешне схожая на советскую каторгу система наказаний была распространена в Соединенных Штатах и носила название Chain Gangs (CG).

Сразу после Гражданской Войны экономику Юга США необходимо было приводить в порядок. Делали это с помощью освобожденных чернокожих, которых по причине их неустроенности постоянно попадались на мелких нарушениях закона (которого к тому же многие не знали). Их сажали в клетки и вывозили в районы крупных строек.

Обеспечивать им постоянный надзор было слишком дорого, поэтому их буквально заковывали одной цепью (за ноги и/или руки) в тройки или пятерки и везли на объект: каменоломню, шахту, лесозаготовку и т.д..

Там они работали по 12 часов на самых тяжелых участках работы в буквальном смысле пока не сломаются, за это им давали кукурузную баланду и укладывали прямо в цепях спать в специальных уютных вагончиках (без стен). Так могло продолжаться от года до пяти в зависимости от щедрости тюремной администрации и здоровья заключенного.

Всех зэков одевали в знаменитые «кинематографичные» пижамы, покрашенные в черно-белые полосы. Дальше, уже в 1930-х, черные полосы сменили на оранжевые, чтобы было дальше видно, потому что надзирателей, разъезжающих верхом, заменили на смотровую вышку.

На начальном этапе CG были распространены только в Южных Штатах, но дальше дешевый рабский труд стал чрезвычайно популярен и на Севере/Северо-Западе страны и понятно почему.

На период 1865-1898 гг. приходится бум строительства железных дорог в США. Они были преимущественно частными и взятые на себя обязательства новоявленным олигархам , таким как Джей Гулд, нужно было сокращать операционные расходы и показывать рост капитализации земли вокруг дорог.

Все три трансконтинентальные линии конца века: 81,82, 93 гг. строили с превалирующим участием CG.

Уверенно можно утверждать, что Union Pacific Railroad достаточно масштабный объект для сравнения с Беломор-каналом.

Забавно отметить – «подпольной железной дорогой» называли тайную организацию, которая в середине XIX века перевозила рабов с юга на север страны. Точно также стали называть спасение заключенных из цепей CG, отвозя со строительства ж/д веток на родину, обратно на юг.

Средняя смертность в подобных трудовых отрядах была около 20%, но я бы не стал так уж доверять этой цифре. Скорее всего больше.

Цепи вызывали развитие гнилостных процессов и инфекционных заболеваний, на территории колонии дежурил фельдшер, которому приходилось ампутировать конечности в случае нагноений.

Очень высок был процент рецидивов -- около 60% счастливчиков через некоторое время возвращались в лоно трудовых колоний или, узнав что их везут, например, на рудники в Миннесоту кончали с собой.

Одна из самых крупных CG в Миссисипи, между прочим, называлась «The American Siberia» и просуществовала до 1948 года в нетронутом виде.

Расцвет CG пришелся на 10-е годы XX века, когда появились «белые» и женские колонии. Женщины работали в полях, на свежем воздухе при температуре 50 градусов.

Трупы умерших не хоронили, а сжигали и развеивали по ветру или для желающих христианских церемоний – несли на руках до ближайшего кладбища. Делали это, конечно же, сами заключенные.

«У нищих слуг нет»

На момент появления строек коммунизма в далекой восточной деспотии CG стали приходить в упадок. Великая Депрессия породила большое количество дешевых и заинтересованных в работе рук. Труд арестантов стал не так выгоден, как раньше и идеологически стал выходить из моды.

Тем не менее в Джорджии трудовые лагеря «в цепях» присутствовали на рынке труда вплоть до конца 60-х годов.

Добавлю, что время от времени случаются камбэки к старым добрым временам.

В 2013 году в одной из частных тюрем Флориды вскрылся случай принуждения к бесплатному труду и заковывания пар заключенных в кандалы. Был большой скандал, учреждение на время прикрыли, но потом все вернули на место. И даже, кажется, полосатую форму разрешили носить.

Ностальгия.

https://mikaprok.livejournal.com/355936.html

]]>
http://so-l.ru/news/y/2018_02_27_trudovie_lagerya_v_ssha Tue, 27 Feb 2018 18:00:58 +0300
<![CDATA[Mnuchin's Wrong: Here's Why Investors Should Be Very Worried About Inflation]]> Despite Treasury Secretary Steven Mnuchin's bizarre insistence that there's no connection between consumer-price inflation and rising energy prices and wages, these factors - plus a spate of others - are forcing some food companies to consider raising prices on goods from chicken to cereal, according to Reuters.

One of these factors, as Reuters explores in a wide-ranging feature published on Monday, involves US trucking and railroad operators foisting higher shipping rates on customers like General Mills Inc. and Hormel Foods Corp.

According to Reuters, transportation costs are climbing at double the rate of inflation.

Pricing

These increases are catching food companies off guard. Struggling railroads and trucking companies haven't expanded their capacity, choosing instead to focus on cost cuts - much to Wall Street's delight.

Interviews with executives at 10 companies across the food, consumer goods and commodities sectors reveal that many are grappling with how to defend their profit margins as transportation costs climb at nearly double the inflation rate.

Two executives told Reuters their companies do plan to raise prices, though they would not divulge by how much. A third said it was discussing prospective price increases with retailers.

The prospect of higher prices on chicken, cereal and snacks costs comes as inflation emerged as a more distinct threat in recent weeks. The U.S. Labor Department reported earlier this month that underlying consumer prices in January posted their biggest gain in more than a year.

As US economic growth has revved up, railroads and truck fleets have not expanded capacity to keep pace - a decision applauded by Wall Street. Shares of CSX Corp, Norfolk Southern, and Union Pacific Corp have risen an average 22 percent over the past year as they cut headcount, locomotives and rail cars, and lengthened trains to lower expenses and raise margins.

Quickening economic growth, a shortage of drivers and reduced capacity, and higher fuel prices have driven up transportation costs, prompting some companies to threaten to raise prices on goods ranging from chicken to cereal.

So far, Reuters has confirmed that Cream of Wheat maker B&G Foods Inc, Cheerios maker General Mills and Tyson Foods Inc, owner of Hillshire Farms brand and Jimmy Dean sausage, are planning to pass along higher freight costs to their customers. Many see these increases taking place during the coming months.

Tyson Chief Executive Officer Tom Hayes told Reuters in an interview that its price increases ”should be in place for the second half” of its fiscal year, and that it has begun negotiating price increases with retailers and food service operators. The company declined to specify how much its freight costs increased in recent months, but a spokesman said they are up between 10 to 15 percent for the total industry.

General Mills informed convenience store and food service customers of the price increases directly, a spokeswoman told Reuters in an emailed statement, declining to provide specifics. Chief Executive Officer Jeff Harmening cited logistic costs and wage inflation as factors.

"It feels to me like an environment that should be beneficial for some pricing," he said in a presentation at last week’s Consumer Analyst Group of New York conference.

Hormel Foods, the maker of Skippy peanut butter and SPAM, has been talking with retailers about raising prices, according to Chief Executive Jim Snee.

"We don’t believe we’re going to recoup all of our freight cost increases for the balance of the year," Snee told Reuters in an interview, noting operating margin sank to 13.2 percent, from 15.6 percent due to higher costs - including freight - in the most recent quarter.

Of all the factors contributing to these cost increases, the paucity of qualified truck drivers is also leading to production disruptions and delays at some of the country's largest food-processing plants.

Confectionary and snack company Mondelez International Inc halted operations over a weekend late last month at its Toledo, Ohio wheat flour mill - the second-largest flour mill in the United States - because the plant could not get enough rail cars to carry flour to bakeries, a spokeswoman said.

She declined to comment on whether Mondelez would raise prices to cover any higher costs.

A new government regulation for drivers and truck availability are pushing up freight costs at JM Smucker Co. "We anticipate inflationary pressures likely to cause upward price movements in a variety of categories," Chief Financial Officer Mark Belgya said last week at an analyst conference.

To be sure, transportation costs are just a sliver of the price consumers pay at the grocery store. The U.S. Department of Agriculture estimates transportation represents just 3.3 cents of every dollar consumers spend.

But an increase in truck rates over the next 12 months implies a 15-to-18 basis point gross margin headwind for U.S. food companies on average, according to Bernstein analyst Alexia Howard.

"A lot of the consumer goods companies work on margin," said Joe Glauber, a former USDA Chief Economist and a senior research fellow at the International Food Policy Research Institute. "They are going to be pushing those costs along” to retailers. Ultimately “consumers end up shouldering more of the burden," he said.

That would be a change for consumers who have seen years of low-to-negative food inflation, he noted.

While prices for most agricultural commodities remain near cycle lows, rising oil prices are contributing both to higher transportation costs while also raising the price of plastics used in packaging.

Shipping

This trend has forced many food brands and commodity producers to lower their full-year earnings forecasts.

Some are blaming CSX and Norfolk Southern for unfairly trying to squeeze "every last dollar" of profit out of their customers.

Global energy prices have risen sharply from 2016’s lows, driving up prices for not only diesel but also packing material like plastics, which are byproducts of crude and natural gas.

Others companies have blamed freight hikes for lower earnings forecasts for 2018, including US oilfield services company Halliburton Co. It shaved ten cents per share from its earnings forecast last week due to delays in deliveries of sand used in fracking.

"They try to squeeze every dollar for profit rather than provide service," said Robert Murray, the chief executive of Murray Energy Corporation, the largest privately-owned U.S. coal company which relies on CSX and Norfolk Southern to help transport its goods.

Murray said both CSX and Norfolk Southern have lacked rail cars and crew to haul 4 million tons of coal from mines in West Virginia and Ohio to the Port of Baltimore this year.

Despite worsening train speeds, Norfolk Southern has no plans to hire more employees or move some of its equipment out of storage. However, Union Pacific plans to rehire 500 employees in the first quarter to prevent rail cards from idling too long.

Earhart said the railroad was moving some employees to problem spots, like its terminal in Birmingham, Alabama, from other areas of its network.

Union Pacific has started pulling stored locomotives back into service and plans to bring back 600 employees in the first quarter 2018 to prevent rail cars from spending too much time in yards, said Union Pacific spokeswoman Raquel Espinoza.

The time UP rail cars were sitting idle in terminals rose to 32.5 hours in the fourth quarter from 29 hours in the year-ago period, and its overall workforce dropped during the last two quarters, according to company data.

Berkshire Hathaway’s BNSF said winter weather has impacted velocity and fluidity on portions of its primary route between the Pacific Northwest and Midwest, but said it has not been cutting crews and rolling stock.

Another factor that's prevented trucking companies from expanding is a federal regulation that requires drivers to electronically log their hours. This, Reuters said, has turned off many drivers, who aren't willing to drive - and shoulder these extra responsibilities - for the wages being offered.

Shipping

This would suggest that many trucking firms will soon be forced to raise wages - another cost that will likely be passed along to customers.

And because of the tightening capacity, trucking firms have additional leverage as they negotiate rates.

Tight capacity means trucking firms have leverage as they negotiate freight rates. Dry van shipping rates are expected to rise as much as 10 percent in 2018, while “spot” rates for last-minute cargo hit record levels in January before falling slightly, according to online freight marketplace DAT Solutions.

Chemical maker Chemours Company estimates 30 percent of its rail shipments have highly unpredictable delivery times, while automaker Toyota Motor Corp has struggled periodically to get rail cars for finished vehicles at plants served by the major railroads.

"If I was to ask for anything, it’s consistency," said Lee Hobgood, general manager of Toyota’s transportation operations. "I am not feeling cuts. I am feeling imbalance at times."

Agribusiness giant Cargill declined to quantify how much its freight costs are going up and whether it would pass costs on to its customers. But at a soybean processing plant near Lafayette, Ind., Cargill has had such long delays getting loaded railcars moved out, the company plans to buy its own Trackmobile railcar mover to relieve the congestion. One Trackmobile unit can cost at least $250,000.

Brad Hildebrand, Cargill’s Global Rail and Barge Lead, told Reuters the Lafayette plant otherwise could shut down.

"When we load a train at one of our eastern elevators it sits for an extended period of time before locomotive power and crews can come in," Hildebrand said. "There is no slack in the system to handle weather problems or even a small uptick in demand."

Increasingly inconsistent delivery times are a huge problem for companies hoping to sell their goods at Wal-Mart, the country's largest brick-and-mortar retailer is punishing trucking companies by charging them additional fees.

In summary, higher energy prices and dwindling workforces are pushing up costs for shipping companies. These costs are, in turn, being passed along to their clients - the big food processors and commodity producers.

How much longer will it be before these companies turn around and hike prices on the consumer?

]]>
http://so-l.ru/news/y/2018_02_27_mnuchin_s_wrong_here_s_why_investors_sh Tue, 27 Feb 2018 07:25:00 +0300
<![CDATA[Union Pacific (UNP) Stock Up 15.2% in 3 Months: Here's Why]]> Shares of Union Pacific Corporation UNP have gained 15.2% in the last three months, outperforming the Zacks Rail industry’s rally of 8.8%.


 

Reasons Behind the Outperformance

Last month, Union Pacific reported better-than-expected revenues in the fourth quarter of 2017. Also, earnings per share as well as revenues increased on a year-over-year basis. Higher freight revenues on the back of volume growth contributed to the uptick. In first-quarter and full-year 2018, the company expects volumes to increase in the low single-digit range.

Additionally, Union Pacific’s efforts to control costs are impressive. Driven by improved efficiencies, the company has been able to reduce its operating ratio (operating expenses as a percentage of revenues) from the highs of nearly 90% in 2004 to below 65% currently. By 2019, it expects operating ratio to come in at around 60% (on an annual basis). Per the company, the metric might decline further to around 55%, after 2019. 

The company’s efforts to reward investors through share buybacks and dividend payouts are encouraging too. Evidently, Union Pacific returned around $6 billion to its stockholders through dividends and buybacks in 2017. Of the $6 billion, approximately $4 billion were returned through share buybacks. Additionally, the company raised its quarterly dividend by 10% to 73 cents per share (annualized $2.92 per share) in February 2018.

The first instalment of the raised dividend will be paid on Mar 30, 2018 to shareholders as of Feb 28. In fact, this is the company’s second dividend hike in three months. In November 2017, the company had announced a 10% hike in its quarterly dividend payout to 66.5 cents per share. We believe that two dividend hikes in three months reflect its increased financial prosperity, following the introduction of the new tax law. The effective tax rate is expected to fall to 25% in 2018.

Union Pacific is not the only railroad operator to have increased its dividend payout. Fellow railroad operators like Norfolk Southern Corporation NSC and Canadian National Railway CNI have also raised their dividend payouts recently. Last year, Kansas City Southern KSU had hiked its quarterly dividend payout as well.

Estimate Revisions & Zacks Rank

Upward estimate revisions reflect optimism in a stock’s prospects. Union Pacific scores impressively on this front too. In fact, this Zacks Rank #2 (Buy) company has seen the Zacks Consensus Estimate for current-quarter and current-year earnings being revised 16.1% and 16.4% upward, respectively, over the last 60 days. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

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Kansas City Southern (KSU): Free Stock Analysis Report
 
Union Pacific Corporation (UNP): Free Stock Analysis Report
 
Canadian National Railway Company (CNI): Free Stock Analysis Report
 
Norfolk Souther Corporation (NSC): Free Stock Analysis Report
 
To read this article on Zacks.com click here.]]>
http://so-l.ru/news/y/2018_02_26_union_pacific_unp_stock_up_15_2_in_3 Mon, 26 Feb 2018 16:47:00 +0300
<![CDATA[Union Pacific (UNP) Up 1% Since Earnings Report: Can It Continue?]]> It has been about a month since the last earnings report for Union Pacific Corporation UNP. Shares have added about 1% in that time frame, outperforming the market.

Will the recent positive trend continue leading up to its next earnings release, or is UNP due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important drivers.

Fourth Quarter Earnings

The company’s earnings of $1.53 per share (excluding $7.72 from non-recurring items) fell short of the Zacks Consensus Estimate by a penny. However, revenues of $5,450 million surpassed the Zacks Consensus Estimate of $5,409.3 million. Earnings per share and revenues expanded 10.1% and 5.5% respectively year over year.

Freight revenues increased 5%, thereby boosting the top line. The uptick was owing to volume growth, increased fuel surcharge revenues among other factors.

Operating income (on a reported basis) in the fourth quarter rose 15% year over year to $2, 251 million. Adjusted operating ratio (defined as operating expenses as a percentage of revenues) came in at 62.6%, reflecting an increase of 0.6 points. Fuel prices increased substantially in the final quarter of 2017. During the quarter, the company bought back 9.2 million shares for $1.1 billion.

Segment Details


Agricultural Products freight revenues were $922 million, down 4% year over year. Business volumes decreased 7% year over year. Average revenue per car increased 3%.

Automotive accounted for $512 million of freight revenues, down 1% year over year. Business volumes were down 4% and average revenue per car climbed 1% year over year.

Chemicals contributed $917 million to freight revenues, up 7% year over year. Business volumes were up 5%, while average revenue per car improved 2%.

Coal revenues (freight) decreased 5% year over year to $667 million. Business volumes decreased 3% and average revenue per car declined 2% year over year.

Industrial Products generated freight revenues of $1,062 million, up 28% year over year on a 17% growth in business volumes. Average revenue per car was up 10%.

Intermodal segment freight revenues came in at $1,007 million, up 4% year over year. Business volumes were flat year over year, while average revenue per car improved 4%.

Other revenues improved 8% to $363 million in the fourth quarter of 2017.

Liquidity

The company exited 2017 with cash and cash equivalents of $1,275 million compared with $1,277 million at the end of 2016. Debt (due after one year) came in at $16,144 million at the end of the year compared with $14,249 million at the end of 2016. Adjusted debt-to-capitalization ratio decreased to 43.9% from 47.3% at 2016-end.

How Have Estimates Been Moving Since Then?

In the past month, investors have witnessed a downward trend in fresh estimates. There has been one revision lower for the current quarter.

VGM Scores

At this time, UNP has a subpar Growth Score of D, a grade with the same score on the momentum front.  The stock was also allocated a grade of D on the value side, putting it in the bottom 40% for this investment strategy.

Overall, the stock has an aggregate VGM Score of F. If you aren't focused on one strategy, this score is the one you should be interested in.

Our style scores indicate investors will probably be better served looking elsewhere.

Outlook

Estimates have been broadly trending downward for the stock and the magnitude of this revision looks promising. Interestingly, UNP has a Zacks Rank #2 (Buy). We expect an above average return from the stock in the next few months.


Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
 
Union Pacific Corporation (UNP): Free Stock Analysis Report
 
To read this article on Zacks.com click here.
 
Zacks Investment Research]]>
http://so-l.ru/news/y/2018_02_26_union_pacific_unp_up_1_since_earnings Mon, 26 Feb 2018 11:52:00 +0300
<![CDATA[The Zacks Analyst Blog Highlights: ExxonMobil, Caterpillar, Union Pacific, Alexion and Sanofi]]> For Immediate Release

Chicago, IL – Feb 15, 2018 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include ExxonMobil XOM, Caterpillar CAT, Union Pacific UNP, Alexion ALXN and Sanofi SNY.

Today, Zacks is promoting its ''Buy'' stock recommendations. Get #1Stock of the Day pick for free.

Here are highlights from Wednesday’s Analyst Blog:

Top Research Reports for ExxonMobil, Caterpillar and Union Pacific

The Zacks Research Daily presents the best research output of our analyst team. Today's Research Daily features new research reports on 16 major stocks, including ExxonMobil, Caterpillar and Union Pacific. These research reports have been hand-picked from the roughly 70 reports published by our analyst team today.

You can see all of today’s research reports here >>>

ExxonMobil’s shares have underperformed the Zacks Integrated Oil industry (-6.1% vs. -0.2%) as well as peer Chevron (-2.7%) in the last three months. ExxonMobil has a leading position in the energy industry owing to the size and diversity of its asset base, both in terms of business mix and geographical footprint. 

With a stable cash position, the company’s balance sheet is one of the best in the industry. The Zacks analyst likes the fact that the integrated energy firm has combined its refining & marketing businesses. This will allow the company to take better decisions and boost performance. ExxonMobil will generate more cashflow from downstream activities, also helping it counter the volatility in its upstream business.

However, ExxonMobil posted lower-than-expected results in fourth-quarter 2017. The company’s rising exploration expenses is cause for concern. During fourth-quarter 2017, ExxonMobil’s exploration cost surged more than 106%.

(You can read the full research report on ExxonMobil here >>>).

Shares of Buy-rated Caterpillar have gained +55.5% over the past one year, outperforming the Zacks Construction and Mining industry which has increased +53.2% over the same period. Caterpillar reported a rise of 34% in global retail sales for the three months ended January 2018, at par with the performance witnessed in December 2017 and at levels last seen in August 2011.

Backed by strong order rates, lean dealer inventories and strong backlog, Caterpillar projects EPS in $8.25-$9.25 range for 2018, a 27% year-over-year rise at the mid-point. The Construction segment will benefit from continued improvement in North American residential, non-residential and infrastructure markets.

Rising commodity prices will drive Resource Industries and Energy & Transportation’s revenues. Ongoing cost cutting efforts and additional investments in expanded offerings and services will drive growth.

(You can read the full research report on Caterpillar here >>>).

Buy-rated Union Pacific’s shares have outperformed the Zacks Rail industry as well as fellow railroad operator Norfolk Southern Corporation over the last six months. While Union Pacific has gained 22.4%, the industry it belongs to and Norfolk Southern have rallied 10.3% and 16.9%, respectively, in the same time period.

Ushering in further good news, Union Pacific's earnings per share as well as revenues increased in the fourth quarter of 2017. Higher freight revenues on the back of volume growth contributed to the uptick.

Also, in February 2018, the company announced its decision to increase quarterly dividends which is encouraging. In fact, this is the company’s second dividend hike in three months. The new tax law is also a positive for the company. Its efforts to promote safety and enhance productivity are noteworthy as well. However, declining automotive volumes and high debt levels are concerning.

(You can read the full research report on Union Pacific here >>>).

Other noteworthy reports we are featuring today include Alexion and Sanofi.

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Today, Zacks is promoting its ''Buy'' stock recommendations. Get #1 Stock of the Day pick for free.

About Zacks Equity Research

Zacks Equity Research provides the best of quantitative and qualitative analysis to help investors know what stocks to buy and which to sell for the long-term.

Continuous coverage is provided for a universe of 1,150 publicly traded stocks. Our analysts are organized by industry which gives them keen insights to developments that affect company profits and stock performance. Recommendations and target prices are six-month time horizons.

Strong Stocks that Should Be in the News

Many are little publicized and fly under the Wall Street radar. They're virtually unknown to the general public. Yet today's 220 Zacks Rank #1 "Strong Buys" were generated by the stock-picking system that has nearly tripled the market from 1988 through 2015. Its average gain has been a stellar +26% per year.See these high-potential stocks free >>.

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Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.


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Union Pacific Corporation (UNP): Free Stock Analysis Report
 
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Alexion Pharmaceuticals, Inc. (ALXN): Free Stock Analysis Report
 
Exxon Mobil Corporation (XOM): Free Stock Analysis Report
 
To read this article on Zacks.com click here.]]>
http://so-l.ru/news/y/2018_02_15_the_zacks_analyst_blog_highlights_exxon Thu, 15 Feb 2018 17:57:00 +0300
<![CDATA[Top Research Reports for ExxonMobil, Caterpillar & Union Pacific]]> Wednesday, February 14, 2018

The Zacks Research Daily presents the best research output of our analyst team. Today's Research Daily features new research reports on 16 major stocks, including ExxonMobil (XOM), Caterpillar (CAT) and Union Pacific (UNP). These research reports have been hand-picked from the roughly 70 reports published by our analyst team today.

You can see all of today’s research reports here >>>

ExxonMobil’s shares have underperformed the Zacks Integrated Oil industry (-6.1% vs. -0.2%) as well as peer Chevron (-2.7%) in the last three months. ExxonMobil has a leading position in the energy industry owing to the size and diversity of its asset base, both in terms of business mix and geographical footprint. 

With a stable cash position, the company’s balance sheet is one of the best in the industry. The Zacks analyst likes the fact that the integrated energy firm has combined its refining & marketing businesses. This will allow the company to take better decisions and boost performance. ExxonMobil will generate more cashflow from downstream activities, also helping it counter the volatility in its upstream business.

However, ExxonMobil posted lower-than-expected results in fourth-quarter 2017. The company’s rising exploration expenses is cause for concern. During fourth-quarter 2017, ExxonMobil’s exploration cost surged more than 106%.

(You can read the full research report on ExxonMobil here >>>).

Shares of Buy-rated Caterpillar have gained +55.5% over the past one year, outperforming the Zacks Construction and Mining industry which has increased +53.2% over the same period. Caterpillar reported a rise of 34% in global retail sales for the three months ended January 2018, at par with the performance witnessed in December 2017 and at levels last seen in August 2011.

Backed by strong order rates, lean dealer inventories and strong backlog, Caterpillar projects EPS in $8.25-$9.25 range for 2018, a 27% year-over-year rise at the mid-point. The Construction segment will benefit from continued improvement in North American residential, non-residential and infrastructure markets.

Rising commodity prices will drive Resource Industries and Energy & Transportation’s revenues. Ongoing cost cutting efforts and additional investments in expanded offerings and services will drive growth.

(You can read the full research report on Caterpillar here >>>).

Buy-rated Union Pacific’s shares have outperformed the Zacks Rail industry as well as fellow railroad operator Norfolk Southern Corporation over the last six months. While Union Pacific has gained 22.4%, the industry it belongs to and Norfolk Southern have rallied 10.3% and 16.9%, respectively, in the same time period.

Ushering in further good news, Union Pacific's earnings per share as well as revenues increased in the fourth quarter of 2017. Higher freight revenues on the back of volume growth contributed to the uptick.

Also, in February 2018, the company announced its decision to increase quarterly dividends which is encouraging. In fact, this is the company’s second dividend hike in three months. The new tax law is also a positive for the company. Its efforts to promote safety and enhance productivity are noteworthy as well. However, declining automotive volumes and high debt levels are concerning.

(You can read the full research report on Union Pacific here >>>).

Other noteworthy reports we are featuring today include Anadarko (APC), Alexion (ALXN) and Sanofi (SNY).

Don’t Even Think About Buying Bitcoin Until You Read This

The most popular cryptocurrency skyrocketed last year, giving some investors the chance to bank 20X returns or even more. Those gains, however, came with serious volatility and risk. Bitcoin sank 25% or more 3 times in 2017.

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Mark Vickery

Senior Editor

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Zacks Investment Research]]>
http://so-l.ru/news/y/2018_02_15_top_research_reports_for_exxonmobil_cat Thu, 15 Feb 2018 01:15:00 +0300
<![CDATA[Citi sees Union Pacific as underappreciated]]> http://so-l.ru/news/y/2018_02_14_citi_sees_union_pacific_as_underapprecia Wed, 14 Feb 2018 16:01:16 +0300 <![CDATA[The Zacks Analyst Blog Highlights: Delta Air Lines, Norfolk Southern, FedEx, United Parcel Service and Union Pacific]]> For Immediate Release

Chicago, IL – Feb 12, 2018 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include Delta Air Lines DAL, Norfolk Southern Corp. NSC, FedEx FDX, United Parcel Service UPS and Union Pacific Corp. UNP.

Today, Zacks is promoting its ''Buy'' stock recommendations. Get #1Stock of the Day pick for free.

Here are highlights from Friday’s Analyst Blog:

5 Dividend-Raising Transports to Combat Market Volatility

The U.S. equity market has been on a roller-coaster of late. In fact, Dow Jones Industrial Average shed 1,033 points or 4.2% on Feb 8. Other major bourses – the S&P 500 and the Nasdaq — also finished in the red on the same day.

In fact, this was the second time in a week that the Dow shed over 1,000 points in a day after the 1,175 points decline on Feb 5. Following the latest U.S. sell-off, both the Dow as well as the S&P 500 are officially into the correction territory, down more than 10% from the recent all-time high reached in January.

The steep sell-off was due to the stronger-than-expected job addition along with fastest wage growth in more than eight years. These factors, in turn, triggered fears of inflation and bolstered expectations that the Fed could take a more aggressive stance in hiking rates than previously expected.

Furthermore, heightened volatility on the back of a significant increase in the CBOE Volatility Index (VIX) — Wall Street’s so-called fear gauge — which currently is more than 30 (near the highest level since August 2015) indicates bearish market prospects. Notably, any reading above the 20 mark indicates bearish outlook in the equity market.

Given this backdrop, investing in companies that not only pay consistent dividends but also raise the same seem to prudent. This is because such companies are financially stable and mature, and can even generate steady cash flow irrespective of market conditions.

Transportation Stocks Riding High

A sector that boasts well-paying stocks in terms of dividends, is the one having transportation stocks. Transports have been having a good time lately after being laid low for most of 2017, due to various headwinds like back-to-back hurricanes, increased costs to name a few.

Also, the string of outperformances (in terms of earnings as well as revenues) by the key sector participants like Delta Air Lines, American Airlines Group and Norfolk Southern Corp. in fourth-quarter 2017 bears testimony to the improved scenario surrounding the highly-diversified Zacks Transportation sector (one of the 16 Zacks sectors).

Factors Behind the Resurgence

Railroads are one of the most important sub-groups in the transportation sector. After facing multiple challenges over the past few years due to coal-related winds, stocks in the space seem to have bounced back on improvements in the coal scenario.

Particularly with Donald Trump’s presidency, the coal industry is witnessing better days. In fact, Trump is aiming to revive the industry by relaxing regulations, which were hurting its prospects. Apart from coal, the scenario pertaining to another key source of revenues for railroads — intermodal — has improved by leaps and bounds lately.

Airlines — another important sub-group in the broader sector – are also seeing good times now, courtesy of the improved demand for air travel. For 2018, the International Air Transport Association (“IATA”) predicts global net profit of $38.4 billion for the industry. This is much higher than the profitability forecast of $34.5 billion for the current year.

Moreover, package delivery companies like FedEx and United Parcel Service performed well on the back of e-commerce growth in the most recent holiday season. This further highlights the optimism surrounding transports.

Trump’s Tax Overhaul — A Boon

On Dec 22, 2017, Trump signed the much-anticipated tax bill into law (Tax Cuts and Jobs Act). Under the $1.5 trillion tax overhaul package, corporate tax rates have been slashed to 21% from 35%. The significant reduction in corporate tax rate is likely to boost cash flow, which in turn will aid earnings of transportation stocks.

Apart from the significant drop in corporate tax rate, the new law allows these companies to deduct their capital expenditures from taxable income in the year of their occurrence, which was not allowed earlier. This aspect hugely favors transportation stocks as they invest substantially toward capital expenditures. As a result, their annual tax bills would be lowered significantly due to higher deductions.

For example, Delta, which expects revenues in 2018 to increase between 4% and 6% on a year-over-year basis lifted its earnings per share guidance anticipating the new tax law to boost its results. The company now expects earnings per share in the range of $6.35 to $6.70 (previous outlook: $5.35 to $5.70).

Shareholder-Friendly Activities Likely to Pick Up Pace

As noted above, many stocks in the transportation space reward shareholders through dividend payments and buybacks. For example, United Continental Holdings — a key transportation player — announced a new buyback program late last year. Moreover, the likes of Delta and Kansas City Southern hiked their quarterly dividend payouts in 2017.

Following the new tax law, we expect an increase in these shareholder-friendly activities from various transportation companies. Due to the significant reduction in their tax bills, more cash is expected to remain in the hands of these companies to fund their capital expenditures, acquisitions and share repurchases among others.

Dividend Paying Transports — A Prudent Choice

In view of the above-mentioned tailwinds, we believe that stocks from the transportation space should be in one’s portfolio. Moreover, picking dividend stocks seems prudent during uncertain times like the current scenario.

Consequently, we have zeroed in on five stocks in this high flying space, which have a strong dividend paying history. Also, these companies have raised their dividend payouts recently. All the chosen stocks carry a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Our first choice is, UPS, the world's largest express carrier. Markedly, UPS provides specialized transportation and logistics services in the United States and internationally. UPS’ board of directors cleared an approximately 10% hike in its quarterly dividend to 91 cents per share ($3.64 annually) on Feb 8. The first installment of the new dividend will be paid on Mar 7, 2018 to the stockholders of record on Feb 20.

The raised dividend highlights UPS’ commitment to create value for shareholders and underscores the company’s strong financial condition as well as bright prospects, going forward.

Also, it has an impressive record with respect to dividends. The company has been rewarding shareholders with cash dividends regularly since 1969 and has more than quadrupled its dividend payout since it went public in 1999.

Furthermore, the company’s Momentum Score of A highlights its short-term attractiveness. Notably, the Zacks Momentum Style Score indicates when the timing is right to grab a stock and make the most of its momentum.

Our next choice is Union Pacific Corp., which provides rail transportation services across 23 states in the United States through its principal operating company, Union Pacific Railroad Company.

On Feb 8, this railroad operator’s board of directors a 10% hike in its quarterly dividend payout to 73 cents per share (annualized $2.92 per share). The first installment of the raised dividend will be paid on Mar 30, 2018 to shareholders as of Feb 28.

In fact, this is the company’s second dividend hike in three months.  In November 2017, the company had announced a 10% hike in its quarterly dividend payout to 66.5 cents per share. We believe that two dividend hikes in such a short span reflect the increased financial prosperity following the introduction of the new tax law.

Additionally, the company has an impressive dividend history having rewarded shareholders through dividends for 119 consecutive years.

The next member in our list is also a railroad operator — Norfolk Southern.  Last month, the company's board of directors increased its quarterly dividend to 72 cents per share (annualized $2.88 per share) from 61 cents per share (annualized $2.44 per share). The first instalment of the new dividend is payable Mar 10, 2018 to shareholders of record on Feb 2.

Moreover, it has an impressive record with respect to dividends. The company has paid dividends for 142 consecutive quarters, since inception in 1982.

Today, Zacks is promoting its ''Buy'' stock recommendations. Get #1 Stock of the Day pick for free.

About Zacks Equity Research

Zacks Equity Research provides the best of quantitative and qualitative analysis to help investors know what stocks to buy and which to sell for the long-term.

Continuous coverage is provided for a universe of 1,150 publicly traded stocks. Our analysts are organized by industry which gives them keen insights to developments that affect company profits and stock performance. Recommendations and target prices are six-month time horizons.

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Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.


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Delta Air Lines, Inc. (DAL): Free Stock Analysis Report
 
Union Pacific Corporation (UNP): Free Stock Analysis Report
 
Norfolk Souther Corporation (NSC): Free Stock Analysis Report
 
United Parcel Service, Inc. (UPS): Free Stock Analysis Report
 
FedEx Corporation (FDX): Free Stock Analysis Report
 
To read this article on Zacks.com click here.
 
Zacks Investment Research]]>
http://so-l.ru/news/y/2018_02_12_the_zacks_analyst_blog_highlights_delta Mon, 12 Feb 2018 16:22:00 +0300
<![CDATA[5 Dividend Raising Transports to Combat Market Uncertainties]]> The U.S. equity market has been on a roller-coaster of late. In fact, Dow Jones Industrial Average shed 1,033 points or 4.2%  on Feb 8. Other major bourses – the S&P 500 and the Nasdaq — also finished in the red on the same day.

In fact, this was the second time in a week that the Dow shed over 1,000 points in a day after the 1,175 points decline on Feb 5. Following the latest U.S. sell-off, both the Dow as well as the S&P 500 are officially into the correction territory, down more than 10% from the recent all-time high reached in January.

The steep sell-off was due to the stronger-than-expected job addition along with fastest wage growth in more than eight years. These factors, in turn, triggered fears of inflation and bolstered expectations that the Fed could take a more aggressive stance in hiking rates than previously expected.

Furthermore, heightened volatility on the back of a significant increase in the CBOE Volatility Index (VIX) — Wall Street’s so-called fear gauge — which currently is more than 30 (near the highest level since August 2015) indicates bearish market prospects. Notably, any reading above the 20 mark indicates bearish outlook in the equity market.

Given this backdrop, investing in companies that not only pay consistent dividends but also raise the same seem to prudent. This is because such companies are financially stable and mature, and can even generate steady cash flow irrespective of market conditions.

Transportation Stocks Riding High

A sector that boasts well-paying stocks in terms of dividends, is the one having transportation stocks. Transports have been having a good time lately after being laid low for most of 2017, due to various headwinds like back-to-back hurricanes, increased costs to name a few.

Also, the string of outperformances (in terms of earnings as well as revenues) by the key sector participants like Delta Air Lines DAL, American Airlines Group and Norfolk Southern Corp. NSC in fourth-quarter 2017 bears testimony to the improved scenario surrounding the highly-diversified Zacks Transportation sector (one of the 16 Zacks sectors).

Factors Behind the Resurgence

Railroads are one of the most important sub-groups in the transportation sector. After facing multiple challenges over the past few years due to coal-related winds, stocks in the space seem to have bounced back on improvements in the coal scenario.

Particularly with Donald Trump’s presidency, the coal industry is witnessing better days. In fact, Trump is aiming to revive the industry by relaxing regulations, which were hurting its prospects. Apart from coal, the scenario pertaining to another key source of revenues for railroads — intermodal — has improved by leaps and bounds lately.

Airlines — another important sub-group in the broader sector – are also seeing good times now, courtesy of the improved demand for air travel. For 2018, the International Air Transport Association (“IATA”) predicts global net profit of $38.4 billion for the industry. This is much higher than the profitability forecast of $34.5 billion for the current year.

Moreover, package delivery companies like FedEx FDX and United Parcel Service UPS performed well on the back of e-commerce growth in the most recent holiday season. This further highlights the optimism surrounding transports.

Trump’s Tax Overhaul — A Boon

On Dec 22, 2017, Trump signed the much-anticipated tax bill into law (Tax Cuts and Jobs Act). Under the $1.5 trillion tax overhaul package, corporate tax rates have been slashed to 21% from 35%. The significant reduction in corporate tax rate is likely to boost cash flow, which in turn will aid earnings of transportation stocks.

Apart from the significant drop in corporate tax rate, the new law allows these companies to deduct their capital expenditures from taxable income in the year of their occurrence, which was not allowed earlier. This aspect hugely favors transportation stocks as they invest substantially toward capital expenditures. As a result, their annual tax bills would be lowered significantly due to higher deductions.

For example, Delta, which expects revenues in 2018 to increase between 4% and 6% on a year-over-year basis lifted its earnings per share guidance anticipating the new tax law to boost its results. The company now expects earnings per share in the range of $6.35 to $6.70 (previous outlook: $5.35 to $5.70).

Shareholder-Friendly Activities Likely to Pick Up Pace

As noted above, many stocks in the transportation space reward shareholders through dividend payments and buybacks. For example, United Continental Holdings — a key transportation player — announced a new buyback program late last year. Moreover, the likes of Delta and Kansas City Southern hiked their quarterly dividend payouts in 2017.

Following the new tax law, we expect an increase in these shareholder-friendly activities from various transportation companies. Due to the significant reduction in their tax bills, more cash is expected to remain in the hands of these companies to fund their capital expenditures, acquisitions and share repurchases among others.

Dividend Paying Transports — A Prudent Choice

In view of the above-mentioned tailwinds, we believe that stocks from the transportation space should be in one’s portfolio. Moreover, picking dividend stocks seems prudent during uncertain times like the current scenario.

Consequently, we have zeroed in on five stocks in this high flying space, which have a strong dividend paying history. Also, these companies have raised their dividend payouts recently. All the chosen stocks carry a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Our first choice is, UPS, the world's largest express carrier. Markedly, UPS provides specialized transportation and logistics services in the United States and internationally. UPS’ board of directors cleared an approximately 10% hike in its quarterly dividend to 91 cents per share ($3.64 annually) on Feb 8. The first installment of the new dividend will be paid on Mar 7, 2018 to the stockholders of record on Feb 20.

The raised dividend highlights UPS’ commitment to create value for shareholders and underscores the company’s strong financial condition as well as bright prospects, going forward.

Also, it has an impressive record with respect to dividends. The company has been rewarding shareholders with cash dividends regularly since 1969 and has more than quadrupled its dividend payout since it went public in 1999.

Furthermore, the company’s Momentum Score of A highlights its short-term attractiveness. Notably, the Zacks Momentum Style Score indicates when the timing is right to grab a stock and make the most of its momentum.

Our next choice is Union Pacific Corp. UNP, which provides rail transportation services across 23 states in the United States through its principal operating company, Union Pacific Railroad Company.

On Feb 8, this railroad operator’s board of directors a 10% hike in its quarterly dividend payout to 73 cents per share (annualized $2.92 per share). The first installment of the raised dividend will be paid on Mar 30, 2018 to shareholders as of Feb 28.

In fact, this is the company’s second dividend hike in three months.  In November 2017, the company had announced a 10% hike in its quarterly dividend payout to 66.5 cents per share. We believe that two dividend hikes in such a short span reflect the increased financial prosperity following the introduction of the new tax law.

Additionally, the company has an impressive dividend history having rewarded shareholders through dividends for 119 consecutive years.

The next member in our list is also a railroad operator — Norfolk Southern.  Last month, the company's board of directors increased its quarterly dividend to 72 cents per share (annualized $2.88 per share) from 61 cents per share (annualized $2.44 per share). The first instalment of the new dividend is payable Mar 10, 2018 to shareholders of record on Feb 2.

Moreover, it has an impressive record with respect to dividends. The company has paid dividends for 142 consecutive quarters, since inception in 1982.

GATX Corporation GATX is our next choice. This leading global railcar lessor specializes in railcar and locomotive operating leasing, aircraft operating leasing, information technology leasing, and venture finance for customers in diverse industrial sectors worldwide.

On Jan 26, 2018, the company’s board of directors cleared a 5% hike in its quarterly dividend to 44 cents per share ($1.76 annually). The first instalment of the new dividend is payable Mar 31, 2018 to shareholders of record on Mar 5.

Also, it has an impressive record with respect to dividends. It has been paying dividends regularly since 1919. Furthermore, the company’s Momentum Score of B highlights its short-term attractiveness.

The final member in our list is trucking company J.B. Hunt Transport Services JBHT. On Jan 24, 2018, the company’s board of directors cleared an approximately 4.3% hike in its quarterly dividend to 24 cents per share (96 cents annually). The first installment of the new dividend is payable  Feb 23, 2018 to shareholders of record on Feb 9.

The Hottest Tech Mega-Trend of All

Last year, it generated $8 billion in global revenues. By 2020, it's predicted to blast through the roof to $47 billion. Famed investor Mark Cuban says it will produce "the world's first trillionaires," but that should still leave plenty of money for regular investors who make the right trades early.

See Zacks' 3 Best Stocks to Play This Trend >>


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Delta Air Lines, Inc. (DAL): Free Stock Analysis Report
 
GATX Corporation (GATX): Free Stock Analysis Report
 
Union Pacific Corporation (UNP): Free Stock Analysis Report
 
Norfolk Souther Corporation (NSC): Free Stock Analysis Report
 
J.B. Hunt Transport Services, Inc. (JBHT): Free Stock Analysis Report
 
United Parcel Service, Inc. (UPS): Free Stock Analysis Report
 
FedEx Corporation (FDX): Free Stock Analysis Report
 
To read this article on Zacks.com click here.
 
Zacks Investment Research]]>
http://so-l.ru/news/y/2018_02_09_5_dividend_raising_transports_to_combat Fri, 09 Feb 2018 23:35:00 +0300
<![CDATA[Union Pacific pushes forward on PTC changes]]> http://so-l.ru/news/y/2018_02_07_union_pacific_pushes_forward_on_ptc_chan Wed, 07 Feb 2018 23:30:12 +0300 <![CDATA[Industrials ETFs in Focus on Q4 Earnings]]> The earnings season is off to a flying start with equity markets scaling record highs, owing to a slew of upbeat economic data, strong corporate performance and President Donald Trump's tax reform signed into law. However, the performance has been a mixed bag for industrials companies, with some beating market expectations, while a few failing to do so.

We will now discuss the performance of a few industrials giants such as General Electric GE, 3M Company MMM, Honeywell HON, Caterpillar Inc CAT and Union Pacific UNP.

General Electric

Shares of General Electric Company declined around 2.4% on Jan 24, 2018, as it failed to beat the Zacks Consensus Estimate on both earnings and revenues.

The company’s revenues of $31.402 billion decreased 5.1% in fourth-quarter 2017 on a year-over-year basis. Moreover, revenues decreased 6.2% on a sequential basis and came in below the Zacks Consensus Estimate of $32.693 billion. For full-year 2017, the company reported a loss of $1.13 per share against a profit of $0.40 per share in the prior period. It reported revenues of $31.402 billion in 2017 compared with $33.088 billion in the prior year.

General Electric reported non-GAAP earnings per share (EPS) of $0.27 for fourth-quarter 2017, decreasing 41.3% year over year and 6.9% on a sequential basis. Also, it failed to beat the Zacks Consensus Estimate of $0.28. However, GE offered upbeat guidance for 2018, as it expects adjusted EPS in the range of $1.00-$1.07 in 2018.

3M Company

Shares of 3M Company increased more than 2.0% at market close on Jan 25, 2018, after it beat the Zacks Consensus Estimate on both earnings and revenues.

The company’s revenues increased 9.0% in fourth-quarter 2017 on a year-over-year basis. However, revenues decreased 2.2% on a sequential basis. Moreover, revenues of $7.990 billion beat the consensus mark of $7.878 billion. Revenues for full-year 2017 were $31.657 billion compared with $30.109 billion in the prior year. Non-GAAP earnings per share increased 12.4% year over year in 2017 to $9.17.

3M Company reported non-GAAP earnings per share (EPS) of $2.10 for fourth-quarter 2017, increasing 11.7% year over year but decreasing 9.9% on a sequential basis. Also, it beat the Zacks Consensus Estimate of $2.03. The company now expects earnings for 2018 in the range of $10.20 to $10.70 per share, up from earlier projections of $9.60–$10.00.  

Honeywell

Shares of Honeywell increased almost 1.9% at market close on Jan 26, 2018, after it surpassed the Zacks Consensus Estimate on both earnings and revenues.

The company’s revenues increased 8.6% in fourth-quarter 2017 on a year-over-year basis. Also, revenues increased 7.1% on a sequential basis. Moreover, revenues of $10.843 billion beat the consensus mark of $10.689 billion. Revenues for full-year 2017 were $40.534 billion compared with $39.302 billion in the prior year. Non-GAAP earnings per share increased to $7.11 in 2017 from $6.46 in 2016.

Honeywell reported non-GAAP earnings per share (EPS) of $1.85 in fourth-quarter 2017, increasing 6.3% year over year and 5.7% on a sequential basis. It surpassed the Zacks Consensus Estimate of $1.84. Moreover, Honeywell updated full-year 2018 EPS guidance range to $7.75-$8.00 per share, up from earlier expectations of $7.55−$7.80.

Caterpillar Inc

Shares of Caterpillar increased 0.3% at market close on Jan 25, 2018. Although fears of a trade war weighed on the stock’s performance, it bounced back after the company surpassed the Zacks Consensus Estimate on both earnings and revenues. President Donald Trump imposed a 30% tariff on solar power imports recently, sparking fears among analysts that steel and aluminum imports may be next.

The company’s revenues increased 34.7% in fourth-quarter 2017 on a year-over-year basis. Moreover, revenues increased 13.0% on a sequential basis. Revenues of $12.896 billion beat the consensus mark of $12.012 billion. Revenues for full-year 2017 were $2.689 billion compared with $2.595 billion in the prior year. Adjusted earnings per share increased to $6.88 in fiscal 2017 from $3.42 in the prior period.

Caterpillar reported non-GAAP earnings per share (EPS) of $2.16 for fourth-quarter 2017, increasing 160% year over year and 10.8% on a sequential basis. Also, it beat the Zacks Consensus Estimate of $1.77. Moreover, Caterpillar initiated adjusted earnings per share guidance to the range of $8.25-$9.25 for 2018.

Union Pacific

Shares of Union Pacific decreased almost 5.4% at market close on Jan 26, 2018, after surpassing the Zacks Consensus Estimate on revenues but failing to beat the earnings consensus.

The company’s revenues increased 5.5% in fourth-quarter 2017 on a year-over-year basis. Also, revenues increased 0.8% on a sequential basis. Revenues of $5.450 billion beat the consensus mark of $5.409 billion. Revenues for full-year 2017 were $21.2 billion compared with $19.9 billion in the prior year. Adjusted earnings per share increased to $5.79 in fiscal 2017, up 14% from the prior period.

Union Pacific reported non-GAAP earnings per share (EPS) of $1.53 for fourth-quarter 2017, up 10.1% year over year and 2.0% on a sequential basis. It missed the Zacks Consensus Estimate of $1.54.

In the current scenario, we believe it is prudent to discuss the following ETFs that have a relatively high exposure to the industrial companies discussed (see all Industrial ETFs here).

Industrial Select Sector SPDR Fund XLI

This fund focuses on providing exposure to the U.S. industrial sector. It has AUM of $15.6 billion and charges a fee of 14 basis points a year. It has a 6.0% allocation to 3M Co, 5.0% to Honeywell, 4.3% to Union Pacific, 4.0% to Caterpillar and 3.9% to General Electric (as of Jan 26, 2018). The fund has returned 27.4% in a year and 6.6% year to date. XLI has a Zacks ETF Rank #3 (Hold) with a Medium risk outlook.

Vanguard Industrials ETF VIS

This ETF is a pure play on the U.S. industrials sector. It has AUM of $3.9 billion and charges a fee of 10 basis points a year. It has a 5.0% allocation to General Electric, 4.6% to 3M, 3.6% to Honeywell, 3.5% to Union Pacific and 3.1% to Caterpillar (as of Dec 31, 2017). The fund has returned 24.5% in a year and 5.9% year to date. VIS has a Zacks ETF Rank of 3 with a Medium risk outlook.

iShares U.S. Industrials ETF IYJ

This ETF is a relatively costly bet on the U.S. industrial sector. It has AUM of $1.3 billion and charges a fee of 44 basis points a year. It has a 4.2% allocation to 3M Co, 3.8% to General Electric, 3.4% to Honeywell, 2.9% to Union Pacific and 2.7% to Caterpillar (as of Jan 26, 2018). The fund has returned 28.7% in a year and 7.3% year to date. IYJ has a Zacks ETF Rank of 3 with a Medium risk outlook.

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Union Pacific Corporation (UNP): Free Stock Analysis Report
 
3M Company (MMM): Free Stock Analysis Report
 
Honeywell International Inc. (HON): Free Stock Analysis Report
 
General Electric Company (GE): Free Stock Analysis Report
 
VIPERS-INDUS (VIS): ETF Research Reports
 
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Caterpillar, Inc. (CAT): Free Stock Analysis Report
 
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http://so-l.ru/news/y/2018_01_30_industrials_etfs_in_focus_on_q4_earnings Tue, 30 Jan 2018 00:22:00 +0300