|HOLD||$197.510||SELECTIVE||NORTH AMERICAN - LARGE||Unknown|
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.