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90737 No.131990  

Does anyone have good information about KCS compared to other class 1s?

I have a some stock in UP and NS as I personally believe they are the best run class 1s and i am not interested in BH(BNSF) and CP & CSX are too risky long term for my tastes.

I can google and come up with a huge variety of corporate speak and BS...

How do you believe they stack up in overall business decisions, growth, deferred maintenance, track quality, motive power ect ect?

I remember looking into it 10+ years ago and thinking that they did not look very solid.

This recent downturn in the market may give me an opportunity to buy in when everything is undervalued. On top of that, a merger or buyout could end up being an easy win in the future.

>> No.131998  

The only reason anyone would merge with KCS would be to get access to KCSdM. The most logical merger, to me, would be with either CN or CP. All to get that total N. America access, but that would never happen or get approved by regulators.

KCS is just too small and network so odd (mostly north and south in mid-america. A weak market) that nobody is dying to buy them.

>> No.132009  

>>131998
I did forget to mention that the KCS has one major route that they do utilize well. The Meridian Speedway. All the way from Meridian Mississippi, to Shreveport Louisiana, to DFW where they'll run transcon trains for BNSF, UP, and NS. That's one of their most viable US routes.


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