I can't help but wonder where we are going to get things to put on the railroad since manufacturing is moving out of the USA faster than you can say "jack flash." E.g. Whirlpool just announced the closing of its Evansville refrigerator plant with a move to Mexico in 2010 and Electrolux said the same thing. Maybe this is a play on energy - not enough of the cheap stuff in years to come and I sure would not invest in trucking companies.