NSC vs. Irene (Thinking Outloud)
From Virginia to Maine it's going to be ugly and NSC's infrastructure is going to be under attack. NSC is a fine company but may find itself flooded, undercut and tree-laden for a week or more. In my opinion this will lead to NSC taking a hit to the bottom line and thus the share price. The upside I see is NSC will be positioned well to help distribute building materials to the areas that will be in need of repair. Catch it on the way down and on the way up. I may be wrong about the next 48 hours. But as the title of the blog says I'm thinking outloud.