$UNP Union Pacific Tape Reports
Per Ticker.id: $UNP Union Pacific Tape Reports — 3 podcast mentions across 3 podcasts (30 days), latest 2026-08-21 20:44 UTC.
Bart, real quick, I'm looking at Union Pacific. UNP is the ticker, best known as one half of the US West Coast duopoly. It's also the train set I had as a kid. But Union Pacific is trying to buy Norfolk Southern, establish the first US coast-to-coast. This week, the Surface Transportation Board kind of kicked off the clock. The good news here for Union Pacific is it means it probably could get done by the end of 2027. For political reasons, that's good. The bad news is that's a long ways away. Done right, this deal could really change the economics. I'm on the sidelines here, but I'm watching close.
Lou Waitman — Motley Fool Hidden Gems Investing · Cancer Vaccines & Data Center Drama · 2026-08-21I don't know, Jim. There's Klarna continuing those losses. Guys, I did want to get to a couple of takeover situations. One that we haven't actually talked about in a while, which is the, the creation of a transcontinental rail and questions about whether in fact whether or not ultimately that is going to be approved by the Surface Transportation Board. I'm talking about, of course, Union Pacific's decision— not decision, announcement, of course, of buying Norfolk Southern quite some time ago. But as you know, these deals take a long time to get through the regulatory process. We did get a move from the STB yesterday, which basically said we've accepted your application. Second time they've come back with a new application. And then they said sufficient to resume procedural schedule. We're not saying that we've had a finding on the merits of whether we're going to say yes, but we are establishing this procedural schedule for public comment. This is being taken as a positive. The spread has been pretty wide on this deal. Just to remind people, it is 1 share of Union Pacific common and $88.82 in cash for each share of Norfolk Southern. The spread between what that represents and where Norfolk Southern had been trading has been quite significant. It is tightening today just in terms of at least the feeling, I guess, that this is a positive development, although it was expected. I will say that really what I'm hearing is it's going to come down to the way the White House views this and very much unclear at this point where that's going to be. Of course, as you might imagine, the likes of Burlington Northern not in favor of the transaction and perhaps others as well. I'm hearing there's just not that much visibility right now into what the ask may be from the STB or in anything. And real questions as to whether that momentum that was there initially in terms of it being seen as a national security issue and positive in terms of creating a transcontinental rail, whether that is still there. So did want to just point that out.
David Faber — Squawk on the Street · Yields Fall on Treasury Decision, OpenAI-Anthropic Revenue Race, Moderna Soars 100% 8/19/26 · 2026-08-19And it's capital intensive, but it is a business that generates really good returns 'cause it's the most efficient way to move goods over long distances. So the nature of the business was one in which it had really positive economic attributes that it took forever for it to work through its historical burdens that it had. To get to the point where it generated good returns. And so today, you know, the Burlington Northern doesn't have as good results as the Union Pacific, but both companies have generated excess returns for over a decade. So capital-intensive businesses that have to spend money regularly on track and equipment upgrades and whatever else, still generating free cash flow and significant free cash flow. So therefore, you know, I recently, we did, you know, we were, we did an interview speaking about HALO stocks, right? Heavy asset, low obsolescence. And, and, and that's what a lot of what we do is really looking at businesses to try to understand what the opportunity might be and why this might be a very different business than it is today and therefore generate very different earnings. And so that's what we're doing. We're looking to find growth companies, but we're looking to find them in industrial places. And many times that's the evolution of that business. And it changes over time and things don't stay the same even in what— and of course these are businesses that nobody spends time and nobody looks at. I'd be like, don't even talk to me about that. I'm not even gonna think about that for a moment. Why would I?
Bob Robotti — Excess Returns · We Asked Value Legend Bob Robotti Why the Real AI Trade Isn't AI — And Why Passive Helps Stock Pickers · 2026-08-18No, you're— the investment income is real. The tariff refunds are real. There's a great piece on the tape today about Union Pacific, which pulled in $90 million more in fuel surcharges. And it's spent on fuel, right?
Carl Quintanilla — Squawk on the Street · 10AM Hour: Berkshire’s Alphabet Stake, Real Estate Execs React to NYC Pied-à-Terre Tax, Ferrari EV Sets Auction Record 8/17/26 · 2026-08-17