Sep 10, 2021 / 01:45PM GMT
Jason H. Seidl - Cowen and Company, LLC, Research Division - MD & Senior Research Analyst
Hey, everyone. This is Jason Seidl from Cowen. We're pleased again to have CSX represented at our Global Transportation and Sustainable Mobility Conference. With us today, Jim Foote, CEO. And Jim is a big AC/DC fan, so I figured I'd play a little bit of AC/DC leading up to him here. A little bit of Thunderstruck introducing my good friend, Jim.
So Jim, we want to get kicked off here talking a little bit about the macro demand side. It's shifted somewhat since 2Q. There's been supply chain issues out there causing automotive curtailments with chip shortages, Delta variant issues pushing some economic reopenings a little bit on the edges, major hurricanes slamming into the Gulf Coast to even flooding in the Northeast, which I'm sure you're well aware of, but I'm a Jersey boy, so I've seen it firsthand. It almost seemed like areas out of Mad Max with cars strewn across the road. What are your current views on the second half of '21? And how might these issues impact the rest of the year?
CSX Corp at Cowen Global Transportation & Sustainable Mobility Conference (Virtual) Transcript
Sep 10, 2021
Already have an account? Log in
Get the full story
| Access to All Earning Calls and Stock Analysis | |
| 30-Year Financial on one screen | |
| All-in-one Stock Screener with unlimited filters | |
| Customizable Stock Dashboard | |
| Real Time Insider Trading Transactions | |
| 8,000+ Institutional investors’ 13F holdings | |
| Powerful Excel Add-in and Google sheets Add-on | |
| All data downloadable | |
| Quick customer support | |
| And much more... |
30-Day 100% money back guarantee
You are not charged until the trial ends. Subscription fee may be tax deductible.
Excellent 
4.6 out of 5 
Trustpilot
Trustpilot
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers