Shhhhh ... I am waiting for a good correction in the general market to try and pick CN and CP up cheap.

Waren Buffet loves the rails as well.

Another theme I love longer term is Uranium. Completly overlooked at the moment but with $150.00 oil it will be huge in the future.

GE - world's largest locomotive builder. Big in nuclear too.

I'm hoping Electro-Motive goes public. Biggest mistake GM ever made selling that pup.

The buildout's going to take a lot of steel, and that steel will need molybdenum. So will the nuclear industry. This is worldwide. Early days.

ebear