Sundry Photography/iStock Editorial via Getty Images Investment Thesis Union Pacific Corporation (NYSE:UNP) is rated as a buy as operations improve. We believe the new management will continue implementing significant improvements that will enable UNP to unlock superior shareholder returns. Previous management delivered a poor multi-year operational performance and at its current valuation, UNP is a…
mixmotive Annual Update Union Pacific is a long-term member of my investing universe. I last wrote about the company and provided an intrinsic valuation about a year ago (Union Pacific Stock: Intrinsic Value Update). This article updates the key sector statistics, provides a valuation update and an investing recommendation. Rail Sector Overview The US rail…
JHVEPhoto/iStock Editorial via Getty Images Introduction It’s time to talk about the Union Pacific Corporation (NYSE:UNP), the economy, trends going into 2024, and my investment strategy. As most of my readers know, Union Pacific is one of my high-conviction investments, as it accounts for 6.1% of my current portfolio value. This makes it the fourth-largest…
DjMiko/iStock via Getty Images Anyone familiar with my investment style knows that I am a big believer in railroads. I was almost married to them, but recently sold all of my railroad stock. My largest holding was Union Pacific (NYSE:UNP), representing 7% of my entire portfolio. I have been worried about Union Pacific for some…