Despite being shareholder unfriendly,but having great business model a ticket on Kansas City Southern just might lead to riches.In past blog, I wrote I thought railroads are great business because there are oligopolies and there have advantage in cost over the trucking industry.And I wrote the best business model for railroads was Kansas City Southern because the path spines up and down the Mississippi River,which in a way is America's economic highway,and Kansas City Southern goes deep into Mexico.Now this week in Barron's there is story basically saying that,the story points out stock has gone up 344% and Mexico's growing manufacturing,especially for automoblies, will lead to more demand for intermodel transport.The article suggest that Kansas City Southern just might be takeover candidate.
Not in the article but mind belief,is that growing Mexico manufacturing,especially in the auto industry,will good for USX.Why? Because a few years ago,USX bought Lone Star Steel,which rail spur that connected with Kansas City Southern that lead deep into Mexico.
Sunday, June 30, 2013
Thursday, June 27, 2013
Personnel income takes a hit in U.K but far more oil shale then first thought.Germany unemployment down
Personnel income takes a hit in the U.K(bye-bye Cameron,bring Margaret Thatcher back from grave)but oil shale reserves may be twice as much as first thought,maybe a new North Sea bonanza.
Germany unemployment rate drop unexpectedly.
U.S Senate passed immgration reform 68-32 but likely to die in house.
Hot,hot in U.S.A northeast today.
Yankees lose 2 to 0 to Texas Ranger.Yankees so many injuries can't buy break,too bad big George is gone and kids are running the show.George just might have saved the season.
Germany unemployment rate drop unexpectedly.
U.S Senate passed immgration reform 68-32 but likely to die in house.
Hot,hot in U.S.A northeast today.
Yankees lose 2 to 0 to Texas Ranger.Yankees so many injuries can't buy break,too bad big George is gone and kids are running the show.George just might have saved the season.
Tuesday, June 25, 2013
Life for Snowden seem to be Putin on the Ritz.
Life for Snowden seem to be Putin on Ritz.Boy Putin is sticking finger in eye Obama by not kicking out Snowden or arresting him and sending back to face justice.Boy what loser John Kerry looks like,like poor boy asking for Mersey for big bully.The U.S under Obama looks like paper tiger gone are days Ronald Reagan,when America was country people respected and yes feared.The pallor games of Obama have lead disengagement of American foreign policy.
Monday, June 24, 2013
Man without country is man on the ran
Mr.Snowden give us all snow job.I thought,and thinking is dangerous thing)he might a hero,but look countries he has been on ran:China,Russia and try to go Cuba not exactly freedom loving places.Mr Snowden is now man without a country,indeed,a man on the ran.
He is no hero but loser playing dangerous gambit.
He is no hero but loser playing dangerous gambit.
Friday, June 21, 2013
Will Brazil become another Argentina?
Brazil seems to step on world stage:I mean,with World Cup and Olympics become there but now all is in doubt.Riots the once model for Latin America now seems to be falling apart.And Argentina comes to mind,for after fall of the junta the seemly reform government of Menem was gateway for Latin America how things should be done but then things fall apart discontent which lead to Marxist government of the Kircher's and future of bankruptcy.In a wink of eye all is gone the brave new world looks old and tried.
Thursday, June 20, 2013
Uncle Ben's receipt for the Dow to go down,down down
Uncle Ben receipt for Dow to go down,down,down.Stop buying those bonds,hence less money in system,higher interest rates,less liquidity.No more inflated asset maybe lead to bubble,which lead torn and trouble.The U.S economy is just so so but horrible of inflation like nineteen seventies is now concern of the FED.Mr. Obama doesn't know what to do,the world around him is falling apart but rising stock market was saving is political bacon,this might not be kosher but truth.Now Ben will stop the printing press and asset might deflate will Obama drop in polls? Or will he get away with blaming Republicans?
Monday, June 17, 2013
Justin smells the Rose of sweet victory.
Justin Smells the Rose of sweet victory.The classy Englishman rose to occasion winning the U.S Open.Again Phil give us thrills but left us again down in hope that people's champion would gleam the much prize trophy of a nation championship but it wasn't to be.And Jason Day well someday he will have his game and he a lot like Phil full thrills.But was Merion the old out dated course that prove all media maven wrong,for players didn't eat Merion of live,but it was Merion that feasted of players,making them look oh so human,you got to love!
Unfortunately economic,oh that cruel science,may leave of us dry of pleasure seeing again(U.S) Open at Merion.For it's small venue,less space for U.S.G.a to sale stuff,hence,less of money pitt so despite it's charms this might last cry for the(U.S) Open at Merion.
Unfortunately economic,oh that cruel science,may leave of us dry of pleasure seeing again(U.S) Open at Merion.For it's small venue,less space for U.S.G.a to sale stuff,hence,less of money pitt so despite it's charms this might last cry for the(U.S) Open at Merion.
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