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CP in a post Hunter era. Interesting editor's note to article.

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Posted by Miningman on Wednesday, October 10, 2018 8:28 PM

Balt-- Funny, I thought the exact same thing with those exact words!

 

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Posted by BaltACD on Wednesday, October 10, 2018 8:16 PM

Miningman
Alrighty, we need 2 new names. .....and colours.

Based on current route structures and combinations that will result in minimal overlap, we see CP+UP+CSX and CN + BNSF +Norfolk Southern as potential combinations, 

CanAm and AmCan - pick which is which and color me surprised.

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Posted by Miningman on Wednesday, October 10, 2018 8:11 PM

Alrighty, we need 2 new names. .....and colours.

Based on current route structures and combinations that will result in minimal overlap, we see CP+UP+CSX and CN + BNSF +Norfolk Southern as potential combinations, 

And of all the Class 1's existing in 1950, it's the Kansas City Southern  that comes away with its identity and colours. Unbelievable. 

 

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Posted by tree68 on Wednesday, October 10, 2018 8:02 PM

blue streak 1

How will the Canadian problem of requiring company hearquarters in Canada.  ?

Probably the same way it's been done before.  Look up Grand Trunk and Central Vermont.

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Posted by blue streak 1 on Wednesday, October 10, 2018 7:57 PM

How will the Canadian problem of requiring company hearquarters in Canada.  ?

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Posted by Los Angeles Rams Guy on Wednesday, October 10, 2018 7:49 PM

I just have this feeling that there's something in the offing but if CPRS does indeed make a move, I've always felt and I still believe it will be with its natural merger partner, KCS. 

"Beating 'SC is not a matter of life or death. It's more important than that." Former UCLA Head Football Coach Red Sanders
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Posted by Convicted One on Wednesday, October 10, 2018 6:34 PM

Miningman
Hunter would be very happy seeing Keith Creel as CEO of a transcontinental Class I,

Personally, this is what I suspected EHH intended to do when he went to CSX in the first place.

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Posted by Convicted One on Wednesday, October 10, 2018 6:28 PM

jeffhergert
It's the editor's note at the end of the article.

Well, "those" are the combinations I've always anticipated. It would be interesting to see if organizations structured as such would at long last do something tangible about bypassing Chicago. 

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Posted by Miningman on Wednesday, October 10, 2018 6:24 PM

Yeah thats pretty much a BIG DEAL!

Editor’s Note: This of course is speculation, but we believe something major is in the works that will eventually result in two east-west North American transcontinental Class I railroads. Based on current route structures and combinations that will result in minimal overlap, we see CP+UP+CSX and CN + BNSF +Norfolk Southern as potential combinations, with north-south Kansas City Southern, including KCS de México, as the “wild card.” “Potential regulatory issues” may not be as large a factor, given the current Administration’s push toward less-stringent regulations. The upcoming mid-term elections, and whether they affect the current balance of power on Capitol Hill, may be a factor in any merger activities. Perhaps the late Hunter Harrison’s vision of transcontinental railroads will be realized posthumously. 2019—when Union Pacific will celebrate the 150th anniversary of the driving of the Golden Spike at Promontory Summit, Utah, and completion of the first transcontinental railroad—may be a milestone year for the industry. Undoubtedly, Hunter would be very happy seeing Keith Creel as CEO of a transcontinental Class I, which is well within the realm of possibility.— William C. Vantuono

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CP in a post Hunter era. Interesting editor's note to article.
Posted by jeffhergert on Wednesday, October 10, 2018 4:33 PM

CP at it's Investor Day talks about CP post EHH.  But that's not what caught my eye.  It's the editor's note at the end of the article.

https://www.railwayage.com/freight/cowen-on-cp-no-skepticism-in-a-post-hunter-world/

 

Jeff

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