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Regular Airline Travelers Perspective on an Amtrak Train ride.....

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Posted by PJS1 on Wednesday, November 28, 2018 10:10 PM

BaltACD
 I wonder how much profit China is getting from their passenger rail network?  Or do they view their passenger rail network as a SERVICE necessary for their population? 

China Railway Corporation (CRC) operates passenger and freight trains, including China's high speed passenger trains.  In 2017 it reported a net profit of 1.8 billion yuan or $283 million. In 2016 CRC had a net loss of $169 million.    

In 2017 55 percent of the company's revenues came from passenger operations; the remainder were from freight.  

CRC is owned by China Railway Group (CRG).  Its businesses include construction of railways, port facilities, highways, airports, as well as financing, engineering, etc. servcies. 

The company's financials are audited by Pricewaterhouse Coopers Hong Kong practice.  

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Posted by PJS1 on Wednesday, November 28, 2018 10:19 PM

Backshop
.....paying for CLEAR. 

Depends on how many times a year one travels by air.  The cost is $179 per year.  I fly an average of three or four times a year; it would not be worth it for me.

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Posted by Backshop on Thursday, November 29, 2018 6:47 AM

Delta offers discount deals for their upper tier frequent flyers.  My wife is Diamond Medallion.

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Posted by CMStPnP on Thursday, November 29, 2018 8:48 AM

PJS1
In 2017 China Railway Corporation (CRC), which is a state-owned high speed railroad operator, report a net profit of 1.8 billion yuan or $283 million.   In 2016 CRC had a loss of $169 million.  The Chinese Government covers the CRC's losses.   Approximately 55 percent of the company's revenues come from passenger transportation; the remainder comes from freight.  Although the 2017 Annual Report does not report segment results, at least as far as I can determine in a quick read, it appears that in 2017 passenger operations were profitable.   China Railway Corporation is a subsidiary of China Railway Group.  Its activities extend behond railway operations to include engineering, construction of railways, port facilities, highways, etc, financing, etc.  The company is a joint stock company.  Its financials are audited by Pricewaterhouse Coopers Hong Kong practice.

You can't rely on that for two reasons.   Though I understand a lot of people still believe that Hong Kong is independent, auditors there....not so much.   Chinese auditor and Chinese state company.   If China was a democracy or the auditor was based overseas I would trust it more.

According to China it does not have a housing issue even though 47 million apartments are vacant and they are still building more apartment houses.

If you disagree with me ask a local CPA about reliabliity of China's business stats or if you have more time look at some of the many Youtube videos that investigate Chinese business.   Where they have found business assets on NYSE listed Chinese companies significantly misstated.   Even if they are listed on the NYSE you cannot trust their financials.........which previously I thought was a gold standard myself.

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Posted by Atchee on Thursday, November 29, 2018 9:55 AM

Without trying to get into the politics of budgeting, are you actually saying we have a choice where our money gets spent?

The money spent on Amtrak is a rounding error.  You don't like money spent on Amtrak, I'd get thrown off the forum if I listed all the places and ways money gets spent that I don't like.  A lot of the stuff I object to doesn't benefit the people of this country and does little if anything to improve the lot of others.

At least Amtrak provides a service to (some) of the people of this country.  I don't particularly mind that it sucks up my tax money - at least I can feel what I'm forced to contribute goes someplace where I don't mind it getting spent.

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Posted by PJS1 on Thursday, November 29, 2018 10:14 AM

CMStPnP
If you disagree with me ask a local CPA about reliabliity of China's business stats .........

CPA’s tend to specialize.  A CPA that works for a large corporation, unless he is in the tax department, probably does not know anymore about the U.S. tax code than an H&R Block functionary.
 
Unless a local CPA is involved directly in auditing a Chinese firm, which is unlikely, he or she would not be in a strong position to opine on the veracity of Chinese accounting and auditing methodologies.  
 
PWC is unlikely to squander its international reputation to curry favor with the Chinese or Hong Kong governments.  Because of its world-wide footprint, it does not need to do so. 
 
CRC’s financial statements are formatted largely according to International Financial Reporting Standards, which differ from U.S. Generally Accepted Accounting Principles (GAAP).  Most media reporters don’t understand the difference and, therefore, are likely to misunderstand what is being reported. 
 
Absent specifics there is no reason to believe that CRC’s financial statements misrepresent materially the financial results of its operations. 
 
This is about CRC, which is a state corporation.  It is not about any other Chinese businesses.  CRC's shares, all of which are held by various Chinese Government ministeries, are not listed on the NYSE.  China Railway Group (CRG) shares are listed on the NASDAQ.
 
The question was whether CRC earns a profit on its passenger operations.  It appears that it did in 2017.

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Posted by CMStPnP on Friday, November 30, 2018 3:32 AM

PJS1
CPA’s tend to specialize in select areas of accounting.  A CPA that works for a large corporation, unless he is in the tax department, probably does not know anymore about the U.S. tax code than an H&R Block functionary.   Unless a local CPA is involved directly in auditing a Chinese firm, which is unlikely, he or she would not be in a position to opine on the veracity of Chinese accounting and auditing methodologies.  

Untrue, a good portion of CPA's are trained across multiple areas now.   Additionally, they attend yearly meetings as part of retaining their certification and some of those meetings cover standards in other countries as well as safety of financial reporting from other countries.

 

PJS1
PWC is unlikely to squander its international reputation to curry favor with the Chinese or Hong Kong governments.  Because of its world-wide footprint, it does not need to do so. 

Kind of like Arthur Andersen and Enron...huh?   PWC will squander anything if it means money and they could really care less about their global reputation because the part of the firm outside of China can always divorce itself from the Hong Kong operation and say it was all a local problem.   You don't remember that happening with the German subsidiaries of American Firms in Hitlers Germany....do you?

Your going to find the Senior Managers at the Hong Kong PWC Branch have been approved in some way or another by China.   That in itself is a major conflict of interest and breach of the publics trust if they are auditing Chinese public Corporations.    However, you will also find they are not hired to audit unless the Senior management is in good favor with the Chinese government.

Bottom line and personally, I don't care if you believe it or not.   The cautionary note was more a public service.  :)

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Posted by BaltACD on Friday, November 30, 2018 7:22 AM

The old adage - Figures Lie, Liars figure!  YMMV!

Never too old to have a happy childhood!

              

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Posted by PJS1 on Friday, November 30, 2018 8:47 AM

BaltACD
 The old adage - Figures Lie, Liars figure!  YMMV! 

If you believe the financial data in CRC's Annual Report is incorrect, why don't you point out with specifics why they are incorrect.

If you can verify that PWC has not performed its audit of CRC professionally, you can lodge a report with the Public Accounting Oversight Board.  If an independent investigation substantiates your allegations, PWC will be disciplined by the board.  

Disciplinary actions usually result in a substantial fine, but in the extreme a firm can lose its license to practice public accounting. 

An American accounting firm is subject to oversight of the Public Accounting Oversight Board irrespective of where it practices.

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Posted by charlie hebdo on Friday, November 30, 2018 8:59 AM

PJS1

 

 
BaltACD
 The old adage - Figures Lie, Liars figure!  YMMV! 

 

If you believe the financial data in CRC's Annual Report is incorrect, why don't you point out with specifics why they are incorrect.

If you can verify that PWC has not performed its audit of CRC professionally, you can lodge a report with the Public Accounting Oversight Board.  If an independent investigation substantiates your allegations, PWC will be disciplined by the board.  

Disciplinary actions usually result in a substantial fine, but in the extreme a firm can lose its license to practice public accounting.  An American accounting firm is subject to oversight of the Public Accounting Oversight Board irrespective of where it practices.

 

With a forum containing members who claim knowledge of everything or dismiss that which they don't understand with foolish shibboleths, the opinions of actual experts get lost in the garbage. 

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Posted by Overmod on Friday, November 30, 2018 9:18 AM

charlie hebdo
With a forum containing members who claim knowledge of everything or dismiss that which they don't understand with foolish shibboleths, the opinions of actual experts get lost in the garbage.

Or the experts give up posting, or quit in despair, or delete their postings, or get so frustrated they get banned or permanently moderated...

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Posted by Jones1945 on Friday, November 30, 2018 12:07 PM

PJS1

CRC is owned by China Railway Group.  Its businesses include construction of railways, port facilities, highways, airports, as well as financing, engineering, etc. servcies

The company's financials are audited by Pricewaterhouse Coopers Hong Kong practice.  

Thank you for the informative response, PJS1. I am glad to know that we have forum members like you who really understand how things work in China and HKSAR. Some folks probably don't know how hard the Hong Kong SAR Government has been working to consolidating the international finance center status of the city. Note that the Heritage Foundation ranked Hong Kong as the world’s freest economy for the 24th consecutive year and the reason of why Alibaba abandons $60bn Hong Kong listing.

By the way, the Hong Kong HSR which linking the massive network of China just opened a few months ago (finally), the trainset in the following video is designed for 48 mins run from Hong Kong to Guangzhou by HK's MTR corporation who are joint venture or directly running the Stockholm Metro, Stockholm-Gothenburg Intercity Express Service (MTR Express), Stockholms pendeltåg, South Western Railway, Sydney Metro North West , London Elizabeth Line etc.

Not as luxury as the trains going to Beijing and Shanghai, but still have "Parlor-car" style seats in both Business class and 2nd class. Meanwhile, another 2000km long, Beijing to Shenzhen (A larger city next to Hong Kong) HSR has been under construction for a while. 

 

 

https://topick.hket.com/article/2166941/

Long distance travel on China's HSR Business Class, a modern parlor/sleeper.

 

https://kknews.cc/zh-hk/car/266x6pr.html

First Class 

 Source:eastday.com

 Dining Car 

 

Source: on.cc

Second Class 

 

 Source:Wiki 

CR400AF, CR400BF etc. The newest model. Around 107 sets have been put into revenue service. Design top speed is 249 mph, the operation speed is 217mph. No big deal... CoffeeSmile

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Posted by charlie hebdo on Friday, November 30, 2018 12:33 PM

Overmod

 

 
Or the experts give up posting, or quit in despair, or delete their postings, or get so frustrated they get banned or permanently moderated...
 

 
+1
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Posted by charlie hebdo on Friday, November 30, 2018 12:41 PM

CMStPnP
Things in China happen because the Communist Party wants them to happen there isn't any real supply or demand there.    So there is probably not a concept of profit and loss either and nobody is even tracking that as this is a state owned monopolistic enterprise with no competition.

Most of this comment/opinion does not appear to be grounded in reality.

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Posted by Gramp on Friday, November 30, 2018 4:24 PM

I think more likely a "tale of two cities".  Remembering the U.S. built, hi-tech machine tooling requiring temperature-controlled environment being installed on bare-ground Chinese factory floor.

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Posted by BaltACD on Friday, November 30, 2018 8:29 PM

charlie hebdo
 
CMStPnP
Things in China happen because the Communist Party wants them to happen there isn't any real supply or demand there.    So there is probably not a concept of profit and loss either and nobody is even tracking that as this is a state owned monopolistic enterprise with no competition.

Most of this comment/opinion does not appear to be grounded in reality.

While I can't say that the comments are grounded in reality or not - there have been videos (videos could have been doctored) of multiple Chinese 'cities' that have been built and only lack one thing - people to occupy them.  Don't know how you can build a entire city without people to occupy it and have it 'turn a profit.

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Posted by Deggesty on Friday, November 30, 2018 8:43 PM

BaltACD

 

 
charlie hebdo
 
CMStPnP
Things in China happen because the Communist Party wants them to happen there isn't any real supply or demand there.    So there is probably not a concept of profit and loss either and nobody is even tracking that as this is a state owned monopolistic enterprise with no competition.

Most of this comment/opinion does not appear to be grounded in reality.

 

While I can't say that the comments are grounded in reality or not - there have been videos (videos could have been doctored) of multiple Chinese 'cities' that have been built and only lack one thing - people to occupy them.  Don't know how you can build a entire city without people to occupy it and have it 'turn a profit.

 

Perhaps these are Potemkin cities?

https://en.wikipedia.org/wiki/Potemkin_village

Highlight it and do a right click.

Johnny

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Posted by BaltACD on Friday, November 30, 2018 10:23 PM

Deggesty
 
BaltACD
 
charlie hebdo 
CMStPnP
Things in China happen because the Communist Party wants them to happen there isn't any real supply or demand there.    So there is probably not a concept of profit and loss either and nobody is even tracking that as this is a state owned monopolistic enterprise with no competition.

Most of this comment/opinion does not appear to be grounded in reality. 

While I can't say that the comments are grounded in reality or not - there have been videos (videos could have been doctored) of multiple Chinese 'cities' that have been built and only lack one thing - people to occupy them.  Don't know how you can build a entire city without people to occupy it and have it 'turn a profit. 

Perhaps these are Potemkin cities? 

https://en.wikipedia.org/wiki/Potemkin_village

Highlight it and do a right click.


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Posted by CMStPnP on Saturday, December 1, 2018 3:46 AM

Note the below.   SEC is already aware and I didn't think it was a huge secret but apparently it is on this website.   In fact if you check Deloitte has packed it's bags at more than one firm after frauds were discovered......

http://www.visiontimes.com/2013/01/31/muddy-waters-reveals-chinese-companies-fraud.html 

The latest catch, I really like how frank this company is with their analysis....he-he-he.    Yes, they are short sellers and are not doing this for purely altruistic reasons alone.   This is a NASDAQ listing but some have been found on NYSE. 

http://www.muddywatersresearch.com/research/cifs/mw-is-short-china-internet-financial-services/ 

 

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Posted by CMStPnP on Saturday, December 1, 2018 3:48 AM

charlie hebdo
Most of this comment/opinion does not appear to be grounded in reality.

If it helps any, I do not invest in marajuana stocks. :)

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Posted by PJS1 on Saturday, December 1, 2018 9:32 AM

CMStPnP
 SEC is already aware .......

There is nothing in the links to suggest that PWC has been disciplined for its audit of China Railway Group (CRG). 
 
The SEC citing’s do not provide any verifiable information, i.e. what companies, when, specifics, etc. 
 
If CRG were misstating its financial results, why would it have reported a loss in 2016?  If the company is mistating its financial results, why admit to any losses?
  
CRG is a quasi-public, government corporation.  It is listed on the NASDAQ.  Its shares closed at $21.74 on Friday.  Its principal railway subsidiary, China Railway Corporation (CRC), is not listed.  There is no indication that is in the process of being delisted or that it is having its listing challenged by the SEC.
 
There is nothing in the cited documents that indicates PWC has been disciplined for failing to make its audit workpapers available to the SEC in conjunction with a fraud investigation of CRC.  Equally important, nothing in the documentation even directly or indirectly mentions CRC, which is the subject at hand.
 
The line between China Internet Financial Services Inc. and CRC is unknown. 
 
A previous posting asked whether China Rail Corporation’s passenger train operations are profitable.  I downloaded the company’s annual report and took an hour or so to review it before posting an answer.  A subsequent attack on the findings or the auditors without specifics was uncalled for. 
 
According to CRC's chief accountant, the company's adherence to International Accounting Standards is a work-in-progress.  The same applies to India, Japan, United States, etc. 
 
GAAP is an American accounting model.  Serious efforts are being made to bring it more in line with the International Standards, but they have a long way to go. 
 
The large accounting firms have thousands of employees.  On occasion a few of them go rogue.  Which is true for most large organizations!  Including universities, churches, not-for-profits, etc! To imply the entire accounting profession is suspect because of the actions of a few, e.g. Enron, is unfounded. 

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Posted by charlie hebdo on Saturday, December 1, 2018 2:12 PM

CMStPnP

Note the below.   SEC is already aware and I didn't think it was a huge secret but apparently it is on this website.   In fact if you check Deloitte has packed it's bags at more than one firm after frauds were discovered......

http://www.visiontimes.com/2013/01/31/muddy-waters-reveals-chinese-companies-fraud.html 

The latest catch, I really like how frank this company is with their analysis....he-he-he.    Yes, they are short sellers and are not doing this for purely altruistic reasons alone.   This is a NASDAQ listing but some have been found on NYSE. 

http://www.muddywatersresearch.com/research/cifs/mw-is-short-china-internet-financial-services/ 

 

 

Muddy Waters  (Carson Block) has done some good exposés of financial fraud.  However, Block also owns Muddy Waters Capital, a hedge fund. That raises posibilities of conflicts of interest.

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Posted by CMStPnP on Saturday, December 1, 2018 3:25 PM

PJS1
The large accounting firms have thousands of employees.  On occasion a few of them go rogue. 

On second thought........deleted.    Filed under hopelessly naive about big business.

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Posted by charlie hebdo on Saturday, December 1, 2018 4:15 PM

CMStPnP
Now the Supreme Court might have reversed the ruling after the fact.    Local court was correct, Supreme Court ruling was based on instructions to the Jury and since the firm was long gone they did not want to retry the case to submit it back to Supreme Court scruitiny. 

You seem to devalue/distort the Supreme Court ruling, perhaps in your zeal to attack accounting firms, especially those who "go rouge" (sic!) and with lipstick?  [from Wiki] "On May 31, 2005, in Arthur Andersen LLP v. United States, the Supreme Court of the United States unanimously reversed Andersen's conviction because of serious errors in the trial judge's jury instructions.The Supreme Court held that the instructions were too vague to allow a jury to find that obstruction of justice had occurred. The court found that the instructions were worded in such a way that Andersen could have been convicted without any proof that the firm knew it had broken the law or that there had been a link to any official proceeding that prohibited the destruction of documents. The opinion, written by Chief Justice William Rehnquist, also expressed skepticism of the government's concept of "corrupt persuasion"—persuading someone to engage in an act with an improper purpose without knowing that the act is unlawful."

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Posted by BaltACD on Saturday, December 1, 2018 4:15 PM

Accounting 'gurus' are just as boring arguing technical accounting details as are engineers arguing technical engineering details.  Just saying.

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Posted by PJS1 on Saturday, December 1, 2018 4:16 PM

CMStPnP
The whole reason we have a Big Four instead of a Big Five runs directly counter to your rather naive assertions about Big Business Accounting Firms. 

What percentage of Anderson's partners and employees participated in the Enron cover-up? 
 
What percentage of the entire accounting profession worked for Anderson? 
 
There are 664,532 CPA's in the United States.  Even if every CPA at Anderson was actively involved in the Enron debacle, which was not the case, they would have been a small portion of the country's CPA's.
 
What does Anderson and Enron have to do with PWC and its audit of China Railway Group and its subsidiary China Railway Corporation?
 
Enron collapsed in 2001.  What does Anderson and Enron have to do with today's accounting firms? 
 
The Enron debacle gave rise to Sarbanes-Oxley and the Public Accounting Oversight Board.  As a result, most of the abuses perpetrated by Anderson have been corrected. 
 
How long were you employed or have been employed by any accounting firm?
 
Calling some naïve is a sure-fire way to shut down a discussion. 

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Posted by CMStPnP on Saturday, December 1, 2018 4:20 PM

PJS1
Calling some naïve is a sure-fire way to shut down a discussion. 

Discussion going nowhere for reason stated and it's way off topic.  I made my point 2-3 posts ago.   Time to move on.

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Posted by charlie hebdo on Saturday, December 1, 2018 5:06 PM

CMStPnP

 

 
PJS1
The large accounting firms have thousands of employees.  On occasion a few of them go rogue. 

 

On second thought........deleted.    Filed under hopelessly naive about big business.

 

On the whole, I trust the opinions of a trained and very experienced corporate accountant on questions relating to accountancy over those of a former sandwich shop operator or even those of a retired dispatcher.  Experts have far more credibility than those lacking any training or hands-on experience.

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Posted by Jones1945 on Sunday, December 2, 2018 8:48 AM

Deggesty
 

Perhaps these are Potemkin cities?

https://en.wikipedia.org/wiki/Potemkin_village

Highlight it and do a right click.

 

Not entirely correct, it is much more complicated than Potemkin cities.Smile

I have been "dealing" with this country for more almost 40 years, I HEARD that the corruption trick of the "ghost towns" is actually very simple to understand. This kinds of materials is not even something considered as secret in China and was reported by "Chinese version CNN" many times. But before I reveal the detail, folks from the US might need to take away your private ruler of America first OR people might never can fully understand this interesting "Communist" country by measuring it with US standard.

Firstly, the leader group of some 3rd or 4th tier towns or villages; you could call them the local government ; formed a company (yes it is allowed in China) and request loan or "development funding" from the local bank (keep in mind that all the banks in China except Hong Kong and Macau are owned and controlled by different ranks of communist party members) for massive, unnecessary housing and commercial projects with zero or very limited investment value like those you see in the clips. After these projects are being approved by the Provincial government (of course the will approve them, wink wink), the local government received the loans or funding; some of the money will be "shared" by the local government officials, some of them used to employ project consultants, engineers, architecture firms, construction companies and everyone involved in this kind of project. It was a trick to handle the problem of Excess Capacity and ensure a low employment rate in China a few years ago.

Now you would ask how are these local governments repaying the loans to the bank? the answer is NO NEED. Google "Chinese local governments highly indebted" if you are really interested in this topic. But remember, China is not North Korea nor America, they still have numerous ways to write off the debt under the table or behind the front door without going too far.  How about the empty cities? No big deal ! because there are plenty of lands in China...This is the version I heard. Did the Chinese Communist Party try to stop this phenomenon? Yes. But this is a train forum, I think it is time to get off the train of digressing.

Back to the topic. I note forum member thinks that long-distance train travel still has future in the States, my thought is definitely yes. The high-speed railway between Beijing and Shanghai which is China's most profitable high-speed railway measures 1,318km (819 miles) reported a 31 billion RMB net operating profit from 2014 to 2017 ( Average 1.6 billion USD per year): Note how crowded was the train in the video. But the population of both Countries is very different, train like The Rocky Mountaineer would fit better in the States. But the facilities of Chinese HSR could be used for reference for the new Acela train. CoffeeSmile

 

Business Class / Parlour car - Beijing to Tainjin 



2nd Class - Beijing to Shanghai

 

 

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Posted by Overmod on Sunday, December 2, 2018 11:24 AM

BaltACD
Accounting 'gurus' are just as boring arguing technical accounting details as are engineers arguing technical engineering details.  Just saying.

But at least some of the time the engineering details can continue to be relevant to something on a railroad forum after a post or two.

PJS1
How long were you employed or have been employed by any accounting firm?
Calling some naïve is a sure-fire way to shut down a discussion.


Almost as sure-fire as the good ol' invocation of professional qualifications to participate in the discussion is.

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