The cocooning trade doesn't work for everyone, you've got to be a good operator says Jeff Macke. DROP: CSX CORP (CSX) DROPS 3% The third-largest U.S. freight railroad operator dropping despite the positive barron's cover story on the railroad industry. Guy Adami attributes the down move to some dissident shareholder issues, but the commodity move didn't help either, and its likely we'll see lower still from here.