Core Insights - The article emphasizes the importance of railroads in the functioning of the US economy, highlighting Union Pacific (NYSE: UNP) as a key player in transporting physical goods [1]. Company Analysis - Union Pacific is positioned as a critical company in the logistics and transportation sector, which is essential for the movement of goods across the US [1]. - The company is noted for its role in the broader economic landscape, despite the current focus on software, semiconductors, and clean energy [1]. Investment Criteria - The article outlines specific investment criteria that are favorable for stock selection, including companies that demonstrate growth in revenue, earnings, and free cash flow, as well as those with excellent growth prospects and favorable valuations [1].

In the spring of 2025, fears of new import tariffs flared up again. Companies rushed to bring goods forward, fearing higher costs. This led to an unexpected boost in demand for warehouse space. In this environment Prologis (NYSE:I'm a passionate investor from the Netherlands with 12 years of stock market experience. My articles usually contain a good overview of important investment criteria. A stock for my portfolio is of interest to me if the company has the following characteristics:1. Companies that are ...