Investopedia: September Rail Data - Coal Still Weak, Are Industrials Next?

With another month in the books, U.S. railroad traffic still seems to fit and support a "cautiously optimistic" sort of outlook. Traffic growth is absolutely down relative to the post-recession recovery, but still continues to push in a positive direction. That said, data pointing to a slowing U.S. economy have started worrying investors in these stocks - while the Dow Jones U.S. Railroads Index is up more than 20% over the past year, September was a rough month.

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http://www.investopedia.com/stock-analysis/2012/September-Rail-Data---Coal-Still-Weak-Are-Industrials-Next--NSC-CSX-UNP-BHI1010.aspx