Canadian Pacific Rail (CP.TO) Buy, Sell or Hold

Canadian Pacific Rail (CP.TO)

122.41

-1.78 (1.43%)

as of Sep 18, 2026, 8:00:01 pm Market Open.

642 watching

SELL

Caller is thinking of selling and replacing with a US rail. He is in tune with this thinking as this company has had an enormous run and is now valued more highly on an earnings basis than any other North American railway. He likes CSX (CSX-N) which is one of the large container moving railways on the eastern seaboard of the US. Do a lot of inter-modal. They also run coal from Wyoming to the east which has not been such a great business this winter so the stock has been sold off. You can get it at a reasonable price.

BUY ON WEAKNESS

Took down his numbers ever so slightly on the rails today. Still very good 3^rd quarter growth at about 8% year-over-year. Starting to be very impressed with this company’s ability to lower its operating ratios and he thinks this is going to help them generate 22% EPS compounded annual growth rate over the next 3 years. Look for weakness to accumulate.

DON'T BUY

All rails have taken a surge up lately and this one particularly after their proxy fight. Sold his holdings. Stock is priced for perfection. It has to go through a few years of anguish. There will be some management problems bringing their operating ratios down. Would prefer Canadian National (CNR-T). Buying a rail is buying a proxy on the economy.

WAIT

Canadian National (CNR-T) or Canadian Pacific (CP-T)? He prefers CNR and their operating ratios. Have had a good upward move. These are both economy stocks. Yields on both are pretty skinny. Thinks they should go sideways a little bit before he steps in.

DON'T BUY

Stock has gotten a big bump because of the proxy battle where they management team was replaced. The jury is out on whether the new CEO will be able to improve the profitability. Rails are shipping a lot more, including oil which he thinks is temporary for couple of years until the pipeline companies work out their issues. Coal shipments have been falling because of low natural gas prices.

DON'T BUY

Feels the stock is probably fully valued and you would probably do better with Canadian National (CNR-T) at this point. The operating ratios are still abysmal compared to CNR. Also, the coal situation does not look very good in terms of Chinese demand.

SELL

Dow transportation average at a very high level from a historical point of view. So there are increasing risks going into this sector.

DON'T BUY

(Market Call Minute.) Valuation went up sky-high when the proxy fight went on.

DON'T BUY

The strike is going to be short term. The stock is discounting a lot. Doesn’t own it because it is ‘priced for perfection’. He doesn’t feel there is a lot of upside potential. Prefers CSX corp. over the Canadian railroads.

DON'T BUY

(A Market Call Minute.) Sold his holdings about a month ago and bought Canadian National (CNR-T). Expectations are probably too high. It will take longer to get the operating ratios down.

SELL

He owns CNR. It is the best in class and the most efficient. CP is richly priced. Thinks there will be labour issues.

BUY

He is happy with the result. It is a buying opportunity. It is an excellent entry point. Sees $7 per share in earnings. Thinks shares can go into the high $80s

WAIT

A perennial under performer but had a spike on this proxy ballot. He may have to look at it harder after it plays out.

COMMENT

Doesn't have higher expectations. Does see that they did produce some results. Terrible terrain that they occupy.

PAST TOP PICK

(A Top Pick April 5/11. Up 23.21%.)

Showing 436 to 450 of 920 entries

Most Recent Experts

Jim Cramer - Mad Money

CNBC

Mike Philbrick

ReSolve Asset Management

Martin Cobb, ASIP

Lorne Steinberg Wealth Management

The Panic-Proof Portfolio (Stockchase Research)

Stockchase Premium

The Weekly Buzzing Stocks by Billy Kawasaki

Stockchase

Stockchase, in its reporting on what has been discussed by individuals on business television programs (in particular Business News Network), neither recommends nor promotes any investment strategies.

We paraphrase the experts by hand, we watch the shows and write down what we understood from the experts’ comments. We are human and can make mistakes, help us fix any errors. If you see something that you know is not right or if there is a problem with the site, feel free to email us at : [email protected].

Canadian Pacific Rail (CP.TO)