Track the companies that matter to you. It's FREE! Click one of these fan favorites to get started: Apple; Google; Ford.

3 Reasons to Hold on to CSX and Union Pacific

CSX  (NYSE: CSX  ) and Union Pacific (NYSE: UNP  ) are selections for the real-money Inflation-Protected Income Growth portfolio. In this brief video, portfolio manager Chuck Saletta offers three reasons why he's holding on to the stocks despite the companies' solid price gains since he bought them early this year.

Railroads Move American Freight
Everything has to move from where it's produced to where it's consumed, and railroads are a cost-effective way of getting things from A to B. As we emerge from the Great Recession, many believe that manufacturing will be a key driver of that recovery. Read all about three companies with the potential to be the biggest industry disruptors since the personal computer in "3 Stocks to Own for the New Industrial Revolution." Just click here to learn more.

To follow the iPIG portfolio as buy and sell decisions are made, watch Chuck's article feed by clicking here. To join The Motley Fool's free discussion board dedicated to the iPIG portfolio, simply click here.

To summarize:

  • Valuations -- reasonable and in line with my fair-value estimates.
  • Balance sheet -- healthy, with sufficiently low debt-to-equity ratios that debt rollovers shouldn't be a problem.
  • Dividend -- well covered and growing with room to continue growing.

Read/Post Comments (0) | Recommend This Article (2)

Comments from our Foolish Readers

Help us keep this a respectfully Foolish area! This is a place for our readers to discuss, debate, and learn more about the Foolish investing topic you read about above. Help us keep it clean and safe. If you believe a comment is abusive or otherwise violates our Fool's Rules, please report it via the Report this Comment Report this Comment icon found on every comment.

Be the first one to comment on this article.

Sponsored Links

Leaked: Apple's Next Smart Device
(Warning, it may shock you)
The secret is out... experts are predicting 458 million of these types of devices will be sold per year. 1 hyper-growth company stands to rake in maximum profit - and it's NOT Apple. Show me Apple's new smart gizmo!

DocumentId: 2704010, ~/Articles/ArticleHandler.aspx, 3/29/2015 2:16:13 AM

Report This Comment

Use this area to report a comment that you believe is in violation of the community guidelines. Our team will review the entry and take any appropriate action.

Sending report...