transports, right. Coming off the third week of gains, first time since August, by the way. Piper Sandler talks about that 82% of transportation sector stocks are trading above their 40week moving averages.Ed Yardani within the S&P industrials transportation stocks have been strong. Dow theory indicates an upbeat economic outlook would continue with continued broadening of the market's leadership in 2026. Perfect segue to a trade alert from Stephanie Link joins us now with a new buy and it is Union Pacific ...

transports, right. Coming off the third week of gains, first time since August, by the way. Piper Sandler talks about that 82% of transportation sector stocks are trading above their 40week moving averages.Ed Yardani within the S&P industrials transportation stocks have been strong. Dow theory indicates an upbeat economic outlook would continue with continued broadening of the market's leadership in 2026. Perfect segue to a trade alert from Stephanie Link joins us now with a new buy and it is Union Pacific ...

Scott Kaufman, aka Treading Softly, learned about investing firsthand from over a decade of financial sector experience. He is the lead analyst for Dividend Kings providing actionable insight into high quality dividend growing and undervalued opportunities. His focus is to see a bountiful harvest of cash dividends and strong capital gains, providing a robust total return.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate ...

Union Pacific and Norfolk Southern will try to assure regulators that they will increase carload volume if they are allowed to merge. That's a hollow promise, @tomwblack says (via @opinion) https://t.co/XnY6Qmy3eL ...

Core Points - Union Pacific Corporation appointed W. Anthony "Tony" Will to its Board of Directors, effective January 6, 2026, following his retirement from CF Industries on January 4, 2026 [1][2] - Tony Will has extensive experience in leadership roles, having served as president and CEO of CF Industries since 2014, and has a background in corporate development and manufacturing [2][3] - Will's appointment is expected to enhance Union Pacific's efforts in building America's first transcontinental railroad and transforming the nation's supply chain [2] Company Overview - Union Pacific operates in 23 western states, providing safe, reliable, and efficient service to connect customers and communities to the global economy [4] - The company emphasizes the environmental benefits of rail transport, positioning trains as the most environmentally responsible method for moving freight [4]

Group 1 - The article does not provide any relevant content regarding company or industry insights [1]

Core Viewpoint - The report summarizes significant rating changes from various investment firms that are expected to impact the market. Upgraded Ratings - Jefferies upgraded Roku (ROKU) from "Hold" to "Buy," raising the target price from $100 to $135, anticipating over 20% growth in platform revenue under optimistic scenarios [5] - Piper Sandler upgraded Unity (U) from "Neutral" to "Outperform," increasing the target price from $43 to $59, citing a favorable outlook for the mobile app advertising market entering 2026 [5] - Citigroup upgraded Thermo Fisher Scientific (TMO) from "Neutral" to "Buy," raising the target price from $580 to $660, expecting benefits from increased pharmaceutical spending and local industry advantages [5] - Bank of America upgraded Synopsys (SNPS) from "Neutral" to "Buy," increasing the target price from $500 to $560, noting reduced risks in sales to China and Intel, and potential for attractive rebound [5] - Bank of America upgraded Visa (V) from "Neutral" to "Buy," setting a target price of $382, indicating attractive return potential after recent underperformance [5] Downgraded Ratings - Bank of America downgraded PayPal (PYPL) from "Buy" to "Neutral," lowering the target price from $93 to $68, citing delays in revitalizing core payment business growth [5] - Harbor Research downgraded General Electric Energy (GEV) from "Buy" to "Neutral," without providing a target price, stating current valuation is reasonable [5] - Bank of America downgraded Alcon (ALC) from "Buy" to "Underperform," reducing the target price from $100 to $75, due to limited upside and market uncertainties [5] - Deutsche Bank downgraded Norfolk Southern Railway (NSC) from "Buy" to "Hold," setting a target price of $297, attributing the downgrade to unresolved merger issues with Union Pacific Railway (UNP) [5] - Deutsche Bank downgraded Union Pacific Railway from "Buy" to "Hold," setting a target price of $245, despite strong performance over two quarters, citing poor stock performance [5] Initiated Coverage - Freedom Capital initiated coverage on Shift4 Payments (FOUR) with a "Buy" rating and a target price of $80, viewing recent pullbacks as an attractive entry point [5] - Bernstein initiated coverage on BridgeBio Pharma (BBIO) with an "Outperform" rating and a target price of $94, suggesting that short-term expectations are reasonable but long-term may be overly optimistic [5] - B. Riley initiated coverage on Chime Bank (CHYM) with a "Buy" rating and a target price of $35, indicating a 40% potential upside, highlighting its profitable and high-growth digital banking services [5] - Morgan Stanley initiated coverage on Elbit Systems (ESLT) with a "Hold" rating and a target price of $531, noting that most growth potential is already reflected in the current stock price after a 95% increase this year [5] - Goldman Sachs initiated coverage on Abercrombie & Fitch (ANF) with a "Buy" rating and a target price of $120, favoring companies with store expansion capabilities and pricing power in the apparel retail sector [5]

Group 1 - Myriad Uranium has earned a 75% interest in the Copper Mountain uranium project in Wyoming by spending over $5.5 million on eligible expenditures [1] - The project has historical significance, with a past owner investing $25 million in the late 1970s, equivalent to $100 million today, before the Three Mile Island nuclear accident impacted uranium prices [2] - Myriad's CEO highlighted that reaching the 75% expenditure threshold is a significant milestone, indicating the project's potential to be one of America's largest uranium sources [3] Group 2 - Wyoming is becoming a hub for uranium activity in the United States, with operational in-situ recovery mines and a regulatory environment familiar with the commodity [3]

Core Viewpoint - Union Pacific Corporation (NYSE:UNP) is poised for growth due to its upcoming merger with Norfolk Southern, which is expected to enhance its long-term prospects despite uncertainties regarding the deal's closure timeline [1] Group 1: Company Overview - Union Pacific Corporation operates in the railroad industry, transporting a diverse range of goods including agricultural products, chemicals, construction materials, energy products, and vehicles [1] Group 2: Recent Developments - The company is set to merge with Norfolk Southern, a move that is anticipated to be beneficial for Union Pacific in the long run [1] - Matrix Asset Advisors sold its position in Union Pacific for a profit following the merger announcement, citing the uncertain timing of the deal's closure, which is expected to take 12 to 18 months [1] Group 3: Investment Perspective - While Union Pacific shows potential as an investment, some analysts believe that certain AI stocks may offer greater upside potential with less downside risk [1]

Core Insights - The article emphasizes the importance of understanding macro trends and their influence on asset prices and investor behavior, particularly in the context of equity analysis and research [1]. Group 1: Professional Background - The individual has over 10 years of experience in asset management, focusing on equity analysis, macroeconomics, and risk-managed portfolio construction [1]. - The professional background includes advising on and implementing multi-asset strategies, with a strong emphasis on equities and derivatives [1]. Group 2: Investment Philosophy - The goal of sharing insights is to foster collaboration among investors, encouraging the exchange of ideas to enhance long-term investment confidence [1]. - The article advocates for making investing accessible and empowering, highlighting the value of collective knowledge in the investment community [1].