CSX

Impact of Tariffs on Railroad Stocks: Investors initially showed confidence in railroad stocks, but recent tariff increases by President Trump, particularly a 25% tariff on vehicle imports, have raised concerns about the potential slowdown in goods transportation from Canada and Mexico, leading to lowered price targets for major railroads.

Mixed Rail Volume Performance: Despite the tariff threats, U.S. rail volumes have recently increased, with a 4.5% rise in carloads compared to last year; however, Canadian and Mexican rail traffic has seen declines, indicating mixed performance across North American railroads amidst ongoing macroeconomic challenges.

New Agreement with Union: CSX Corp. has reached a tentative five-year collective bargaining agreement with the International Brotherhood of Boilermakers, which is pending ratification by its 59 members.

Commitment to Labor Relations: The company has successfully ratified agreements with 11 labor unions covering 47% of its unionized workforce and aims to continue collaborating with other unions for similar improvements in wages and benefits.

New Collective Bargaining Agreement: CSX has reached a tentative five-year collective bargaining agreement with the International Brotherhood of Boilermakers, which is pending ratification by its 59 union members.

Union Agreements Overview: So far, CSX has ratified agreements with 11 labor unions covering 47% of its unionized workforce, offering improved wages, healthcare, and paid time off benefits.

New Collective Bargaining Agreement: CSX Corporation has reached a tentative five-year collective bargaining agreement with the International Brotherhood of Boilermakers, which emphasizes employee empowerment and safety, pending ratification by union members.

Commitment to Labor Relations: CSX has successfully ratified agreements with 11 labor unions covering 47% of its unionized workforce, aiming to improve wages, healthcare, and benefits while continuing to negotiate with other unions for similar agreements.

CSX Collective Bargaining Agreement: CSX Corporation has reached a tentative five-year collective bargaining agreement with the International Brotherhood of Boilermakers, which is pending ratification by its 59 union members.

Rail Traffic Update: North American rail traffic has shown an increase of 4.1% for the week ending March 15, following a 3.8% rise for the week ending March 8.

CSX Corp Analysis: CSX Corp has received a high rating of 75% from Validea's Shareholder Yield Investor model, indicating strong potential for returning cash to shareholders through dividends, buybacks, and debt paydown.

Meb Faber's Strategy: Meb Faber, founder of Cambria Investments, emphasizes shareholder yield in his investment strategy, focusing on companies that prioritize returning value to shareholders, which is reflected in the analysis of CSX Corp.

JAVA Stock Performance: JAVA's stock has a 52-week low of $56.715 and a high of $68.77, with the last trade recorded at $63.39, indicating its current position within this range.

ETFs Trading Dynamics: Exchange traded funds (ETFs) function like stocks but involve trading "units" that can be created or destroyed based on investor demand, impacting the underlying holdings significantly during notable inflows or outflows.

CSX Corp Analysis: CSX Corp has received a high rating of 75% from Validea's Shareholder Yield Investor model, indicating strong fundamentals and stock valuation in the Railroads industry, particularly for companies returning cash to shareholders.

Meb Faber's Strategy: Meb Faber, founder of Cambria Investments, emphasizes shareholder yield through dividends, buybacks, and debt paydown, which is central to his investment strategy and research on creating value for shareholders.

Upcoming Earnings Release: CSX Corp. will announce its first quarter financial results on April 16, 2025, followed by a conference call at 4:30 p.m. ET, with dial-in details provided for participants.

Company Overview: CSX is a leading transportation company based in Jacksonville, Florida, offering rail and intermodal services across various markets, playing a significant role in the economic development of the eastern United States.

CSX Corporation Overview: CSX Corporation, a major U.S. transportation company with a market cap of $56.9 billion, operates a vast rail network and has faced significant stock declines, trading 20.6% below its 52-week high and down 18.3% over the past year.

Financial Performance and Analyst Outlook: Following disappointing Q4 2024 earnings results, CSX's stock has a "Moderate Buy" consensus rating from analysts, despite underperforming compared to rivals like Union Pacific Corporation.

CSX Corp Analysis: CSX Corp has received a high rating of 75% from Validea's Shareholder Yield Investor model, indicating strong potential for returning cash to shareholders through dividends, buybacks, and debt paydown.

Meb Faber's Strategy: Meb Faber, the founder of Cambria Investments, emphasizes shareholder yield in his investment approach, focusing on companies that prioritize returning value to shareholders, supported by his research and publications.

U.S. Rail Traffic Update: For the week ending March 8, total U.S. rail traffic increased by 5.4% year-over-year, with carloads up 2.6% and intermodal volume up 7.7%. Notable increases were seen in coal, grain, and miscellaneous carloads, while decreases occurred in metallic ores, chemicals, and forest products.

North American Rail Volume: North American rail traffic for the same week totaled 686,212 carloads and intermodal units, reflecting a 3.8% increase compared to last year. The first 10 weeks of 2025 showed an overall rise of 2.3% in rail traffic compared to 2024.

CSX Corp Stock Analysis: CSX shares have entered oversold territory with an RSI of 27.1, indicating potential buying opportunities for investors as the stock price has dropped to $29.86 per share.

Dividend Yield Consideration: The recent annualized dividend of $0.52 per share offers a yield of 1.70%, making it attractive for dividend investors despite the current market volatility.

QQQM Share Price Analysis: QQQM's current share price is $197.11, situated between its 52-week low of $169.96 and high of $222.64, with the 200-day moving average being a key technical analysis tool.

ETFs Trading Dynamics: Exchange traded funds (ETFs) function like stocks but involve trading "units" that can be created or destroyed based on investor demand, affecting the underlying holdings and market flows.

U.S. Rail Traffic Update: For the week ending March 1, U.S. rail traffic increased by 5.4% year-over-year, with total carloads at 222,757 (up 1.4%) and intermodal volume at 285,774 (up 8.8%). Six out of ten carload commodity groups saw increases, notably coal and grain.

North American Rail Volume: North American rail traffic for the same week totaled 692,268 carloads and intermodal units, marking a 4.8% increase compared to last year, with a cumulative rise of 2.3% in the first nine weeks of 2025.

CSX Corp Analysis: CSX Corp has received a high rating of 75% from Validea's Shareholder Yield Investor model, indicating strong potential for returning cash to shareholders through dividends, buybacks, and debt paydown.

Meb Faber's Strategy: Meb Faber, the founder of Cambria Investments, emphasizes shareholder yield in his investment approach, focusing on companies that prioritize returning value to shareholders, supported by his research and publications.

New Collective Bargaining Agreement: CSX Corp. announced that its employees, represented by The International Association of Machinists & Aerospace Workers (IAM), have ratified a new five-year collective bargaining agreement, improving wages, health care, and paid time off.

Commitment to Future Agreements: CSX has ratified agreements with 11 labor unions covering 47% of its unionized workforce and is committed to negotiating similar agreements with other unions to enhance employee work conditions.

CSX Labor Agreement Ratification: CSX Corporation announced that employees represented by the International Association of Machinists & Aerospace Workers have ratified a five-year collective bargaining agreement, reflecting a strong partnership with union leadership and commitment to employee welfare.

Union Agreements Overview: To date, CSX has ratified agreements with 11 labor unions covering 47% of its unionized workforce, focusing on improved wages, healthcare, and paid time off, while continuing to engage with other unions for similar agreements.

U.S. Rail Traffic Report: For the week ending February 22, total U.S. rail traffic decreased by 5.1% year-over-year, with carloads down 13.6% and intermodal volume up 2.3%. North American rail volume also saw a decline of 14.4% for the same week.

Commodity Performance: Among the carload commodity groups, only chemicals showed an increase, while coal, grain, and nonmetallic minerals experienced significant decreases in carloads compared to the previous year.

Upcoming Ex-Dividend Dates: CSX Corp, Fortive Corp, and MillerKnoll Inc will trade ex-dividend on 2/28/25, with respective dividends of $0.13, $0.08, and $0.1875 scheduled for payment on March 14, March 28, and April 15, 2025.

Dividend Yield Expectations: Current estimated annualized yields are 1.62% for CSX Corp, 0.40% for Fortive Corp, and 3.34% for MillerKnoll Inc, reflecting the companies' historical dividend stability amidst fluctuating profits.