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: $207.5600 on 2017-09-22

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Date Signal Expert Opinion Price
2017-09-06 COMMENT Stephen Groff

Feels this is better value than Canadian National (CNR-T). The management team is very, very good. They do an excellent job in fixing the business. Intermodal is an area of long-term growth in terms of pricing and volume, and he likes the business model. They have pricing power and an excellent network. They are very good at allocating capital. Dividend yield of about 1.2%.


Price:
$193.080
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
UNKNOWN
Owned:
Unknown
2017-08-04 COMMENT Brian Acker, CA

This wants to trade at $228. His model price valuation is at $220. He sees a $25 upside that could happen at any time. If you are a trader, that is a potential. From a fundamental point of long-term view, if it got back to $143.74, that would be a great opportunity. He is not that high on it, but there is a possible trade coming up on it.


Price:
$196.800
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US MARKET
Owned:
Unknown
2017-08-03 COMMENT John Stephenson

Canadian National (CNR-T) and Canadian Pacific (CP-T). These have both lagged relative to the market. The market tends to allocate cash toward certain areas and groups at the expense of others. He thinks it is more of a function of what is going on. Overall, the valuation is not super compelling. If it is a long-term call you are looking for, he would just buy them and put them away.


Price:
$196.070
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2017-08-01 BUY on WEAKNESS Alex Ruus

(Market Call Minute.) Rails are a great business, and this one has corrected a bit. Would prefer something like Union Pacific (UNP-N) or Canadian National (CNR-T).


Price:
$195.930
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Unknown
2017-07-20 COMMENT Hap (Robert) Sneddon FCSI

He is looking to pick up both Canadian National (CNR-T) and this one. The chart shows a long upward trend from early 2016, and has just started breaking down through the trend line. It is right at the 200-day moving average and there is a lot of resistance there. If we get the procyclical move that he is expecting, then rails should be part of that.


Price:
$204.700
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH
Owned:
Unknown
2017-07-13 COMMENT Paul Harris, CFA

He likes the rails and is a really great sector to be in. They’ve consolidated over the last 15-20 years and he can’t see much more consolidation. It’s much more environmentally friendly than trucking. There are better margins because of the technology they’ve put in. If there is a decent pickup in commodities over the next little while, these companies will do very, very well.


Price:
$209.730
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
No
2017-06-02 HOLD Brian Acker, CA

Rails have done well. His model price on this is $232, an 8% premium to the existing price. A year from now, with earnings estimates, it is actually $275. A good holding.


Price:
$213.330
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
Unknown
2017-05-31 COMMENT Michael Simpson, CFA

This rail has more exposure to bulk commodities. If there is more movement of bulk commodities such as potash and grain, that will benefit them. He is comfortable owning this.


Price:
$213.720
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
UNKNOWN
Owned:
Yes
2017-05-15 COMMENT Alex Ruus

Great company. One of 6 major rails in North America. From a long-term perspective, they are all great holdings. This had a fantastic run from 2011 to 2015. It is still in a consolidation phase. The entire rail space is pricey from his perspective, and he has a hard time finding anything to buy in the sector. This would be a Hold to a Weak Sell. On pullbacks, these are very interesting stocks.


Price:
$217.490
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
2017-04-27 PARTIAL SELL Mohsin Bashir

It is a strategic asset.  There is a duopoly in the rail space in Canada and this is the leader.  They have a pretty well entrenched management team.  They can drive some significant improvement in their operating ratios.  The valuation is on the rich side so he would take profits.


Price:
$209.320
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2017-04-03 PAST TOP PICK Keith Richards

(Top Pick Feb 6/17, Up 2%) He got out.  There was a bit of a lid and he sold at that point.  He’d take it out if you made a bit of money on it.


Price:
$197.020
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH on ENERGY
Owned:
No
2017-03-24 PAST TOP PICK Greg Newman

(Top Pick Mar 31/16, Up 14%) It was cheap relative to the group and still is.  He models 12% EPS growth.  You can still own this.  He prefers this to CNR-T because it has a better valuation and is more commodities focused.


Price:
$194.650
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
BULLISH on DIVIDEND STOCKS
Owned:
Yes
2017-03-23 VAGUE Norman Levine

CP-T vs. CSX-N.  [Caller already had CNR-T]  One railroad is enough to own.  CSX-Q has already moved since Hunter Harrison moved companies.  Just hold on to CNR-T.


Price:
$194.360
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2017-03-20 COMMENT Lyle Stein

There is talk of a merger with CSX (CSX-Q) that is going to take time. Hunter Harrison has his hands full in trying to squeeze costs out of CSX as fast as he did with CP, which has now consolidated. There is now talk that “oil by rail” is going to come back in. There are upticks in industrial activity, which is good for all rail stocks. He is looking hard at this but would like to see some better pricing. He likes other sectors at this time.


Price:
$195.510
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
No
2017-02-24 SELL Bill Shaw

This is fairly valued at around $200. Management is pretty strong and it has an OK dividend, but operating efficiencies and ratios have improved significantly over time, and how much more can they get out of it at this point. Fully valued. Dividend yield of 1%.


Price:
$194.070
Subject:
CANADIAN DIVIDEND & REITS
Bias:
UNKNOWN
Owned:
Unknown
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