What's more important, a missed quarter or a dividend boost? Cramer was pondering that question as he studied the recent news from CSX, the railroad company.
Weakness in coal caused a worse-than-expected quarterly report in January, and CSX pushed through its lowest price increase in two years. Certainly, these are not signs of strength. But at the same time, management upped the dividend another 9%, which is often proof that business is good.