No. of Recommendations: 3
I stumbled onto this one in CAPS. The yield looks good and it's recent drop is based on loss of coal revenue. The consensus in my reading so far is the coal loss is overblown. Here is one person on Seeking Alpha who disagrees,

but does admit the stock is now slightly undervalued. What's nice is this one could add dividend flows from the transportation industry with a somewhat attractive entry point in a business that has a nice moat (it's hard to build your own railroad nowadays).

Here is some dividend history:

They've had some cuts in the past, but nothing since 2000...

Here is the 16-year BMW Chart showing a CAGR of 10%:

The 30 year chart shows a better CAGR, suggesting the CAGR is slowing, but the 16 year is actually slightly better than the 10 YR, and it will be higher still with an attractive entry point.

I'm toying with opening a starter position around $57 with a more substantial stake around $50 to $52 where $50 delivers a 4% yield...
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