January 2012

Are some companies just naturally more profitable than others?

Posted by on January 31, 2012 in Investment Information

There are 6 large railways in North America (7 if you count Kansas City Southern as well). Canadian Pacific (CP) is the smallest by market cap and most inefficient among them (see my 2008 post on CP’s ranking among the Class 1 Railroads). Last year, hedge fund Pershing Square Capital Management bought enough shares to [...]

The (really tardy) investment rules for 2012

Posted by on January 24, 2012 in Misc.

I spent December mostly working and the first weeks of January mostly planning but I am glad to be back at the blog. The post title is self-explanatory and focuses gives some ideas on investment issues to pay attention to in 2012. I will be blogging about some of these issues in depth for the [...]