Viewing Company Canadian Pacific Rail | StockChase
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Compiling comments that experts make about stocks while on public TV.

Canadian Pacific Rail Stock Symbol: CP-T

Last Price Recorded: $200.3600 on 2017-02-22

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Date Signal Expert Opinion Price
2017-02-16 HOLD David Baskin

He is not generally a big fan of CEOs as a rock stars, but in the case of Hunter Harrison what he did at CP-T was notable.  The efficiencies he found will stay on after he leaves.  Rails are commodity dependant.  If prices go up they will do well.  Trump is good for railways.  Commodities are unpredictable.  He thinks CP-T is fully priced.


Price:
$197.510
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Unknown
2017-02-06 PAST TOP PICK Keith Richards

(A Top Pick Dec 30/16. Up 1.01%.) He really likes the look of the chart. Bought it right about where it is trading at now, but sold it at $202. Even though he liked the bigger formation on the chart, there is a little bit of a lid at around $202 and decided to get out with the market going to look a little choppy. However, he can still re-buy it.


Price:
$193.500
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
No
2017-01-27 PARTIAL BUY Kash Pashootan

Canadian National (CNR-T) or Canadian Pacific (CP-T)? He likes both. Hunter Harrison leaving has somewhat neutralized this. On a valuation basis, you aren’t getting a bargain of one over the other. He would take a half position in both.


Price:
$203.100
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
UNKNOWN
Owned:
Unknown
2016-12-30 TOP PICK Keith Richards

He likes the transports in general. This was in a downtrend, but seems to have broken out, and there is a bit of a base in the breakout. If you buy it at somewhere around $191, in the spring it will be a good time to own it. (Analysts’ price target is $223.21.)


Price:
$191.560
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH
Owned:
Yes
2016-12-23 COMMENT Lorne Zeiler

Canadian National (CNR-T) or Canadian Pacific (CP-T)?In his view, Canadian National is the better choice. It is the best quality management, lowest cost operator and the company that puts the most money into their fleet.


Price:
$193.870
Subject:
NORTH AMERICAN DIVIDEND STOCKS & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
No
2016-12-14 COMMENT Christine Poole

Rail stocks have done quite well this past year, especially after the US election. She likes the rails, but owns Canadian National (CNR-T), which she feels is the best operator. CP’s operating ratios have lagged, so there could be more upside.


Price:
$193.610
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2016-12-09 PAST TOP PICK Greg Newman

(A Top Pick March 31/16. Up 20.14%.) He felt that the growth scare we had last year would pass, and that this was very cheap. They had a lot of levers they could pull in terms of cost cutting and lowering their ORs. All of that is still true and this has further to go.


Price:
$205.680
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
OPTIMISTIC
Owned:
Yes
2016-12-05 BUY Stephen Groff

He likes rails.  They are unreplicatable networks.  They are diversified.  But at any given point you have things that are working and things that are not.  Autos are at cyclical peaks.  Grain will rebound.  He thinks you will get double digit earnings growth going forward.  But it won’t be in a straight line.


Price:
$201.120
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
SELECTIVE
Owned:
Unknown
2016-10-13 BUY Michael Simpson, CFA

The fundamentals are good.  They are reducing the operating ratio and he thinks this is a good long term hold.


Price:
$201.080
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US MARKET
Owned:
Yes
2016-10-11 COMMENT Ross Healy

At the present time this is trading just about smack on its intrinsic value, which he calculates to be at about $200. It is also trading at one of his technical resistant points. Putting them together, he doesn’t see that much upside potential. Earnings forecasts have flattened right out, so there is no momentum coming from the earnings side. Also, it is technically expensive, and he doesn’t like it.


Price:
$201.890
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2016-10-05 COMMENT Brendan Caldwell

The stock has done very, very well, and thinks there will be a continued economic strength that will surprise people. Probably not a terrible investment going forward.


Price:
$204.000
Subject:
CANADIAN VALUE
Bias:
UNKNOWN
Owned:
No
2016-09-23 BUY on WEAKNESS Greg Newman

The rails have probably bottomed here. We are seeing the top line growth falling, starting to come back. The story on this is that they have been cheaper than Canadian National (CNR-T) and probably have more cost cutting tools than their peers. He would buy this on a bit of a pullback.


Price:
$192.960
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
UNKNOWN
Owned:
Yes
2016-09-13 COMMENT David Burrows

Canadian National (CNR-T) or Canadian Pacific (CP-T)? When the market started to weaken last spring, one of the things that led the market to the downside was Transports. Over the last few weeks, transports have been picking up relative to the market, which is encouraging for the market. This is an interesting time to take a look at the transports. He has a simple view. CN is North- South; US-Mexico. CP is more about East-West and more about commodities and more about global trade. He prefers to make the trade on the North American block. CN right now is about 15% of forest products, and the housing market in the US has been growing now at about 10%. He would prefer Canadian National at this point.


Price:
$194.370
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2016-09-07 COMMENT Stephen Groff

Grains have been a real pain lately, however a lot of it is in storage and there has been a very large grain crop, so he expects it will pick up later. Autos could be a bit of a risk over the next few years should North American production turn down. Intermodal volumes have fluctuated, depending on the quarter and depending on the rail. The nice thing about rails is that time is on your side. They are the more efficient way to move things. Over time, there is a real growth algorithm. Very good businesses over the long-term.


Price:
$201.090
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
UNKNOWN
Owned:
Unknown
2016-08-29 HOLD Brian Acker, CA

You are at your limit in terms of price (EBV+6), and his model price of $198.  But long term it looks pretty good.  By next year EBV+6 will be $256.  There is not an American railroad he likes.


Price:
$201.430
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
Unknown
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