Cramer's Stop Trading: CSX

Industry Outlook - The rail industry is performing well, with CSX having a strong quarter [1] - The capital equipment sector is expected to experience a boom due to legislation [3] - The transport sector is viewed positively [5] Company Performance - CSX's prospects are favorable, regardless of potential bids, due to improved conditions [2] - Norfolk Southern is favored due to a bullish outlook on industry and industrials [1] Investment Strategy - Recommends against selling rail or capital equipment companies [3] - The thesis of shorting transports based on limited cross-border trade is flawed due to underestimation of internal growth [4]