CSX
CSX Corporation
Every pitch and position made on this ticker, across every competition and newsletter issue in the archive.
- Times pitched
- 2
- Long / short
- 1 / 1
- Avg. return
- -603.0%
- Verdicts
- Failed 1 Inconclusive 1
position
Fall 2010
Rational Asset Management
short
-603.0%
failed
Newsletter
In May 2008, we were short CSX because the market was implying that the ROIC would be 15% in perpetuity, which we believed was unrealistic given the economic conditions and competition from trucking.
pitch
Summer/Fall 2008
Stephen Walker
long
inconclusive
Newsletter
CSX benefits from a combination of growing demand and tight capacity for coal, which has to go by rail. The company's strong position in the rail-based transportation services market makes it a compel