- Union Pacific Corporation has rewarded shareholders, including the Value Investing for Main Street Model Portfolio, with a 166% capital gain plus increasing dividends since August 2010.
- The railroad operates with a mostly unionized workforce amidst a predominantly at-will American workplace.
- Proposed border adjustment tariffs from protectionists will get the railroad shorts armed and ready.
- But we think international trade deconstruction may create a buying opportunity for this cash-generating, dividend-paying core portfolio holding.
Welcome to the twelfth installment of the Value Investing for Main Street series, the fair trade edition, exclusively on Seeking Alpha.