Canadian National R.R.
CNR-T
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About Canadian National R.R. (CNR-T)
The Canadian National Railway Company is a Canadian Class I freight railway headquartered in Montreal, Quebec that serves Canada and the Midwestern and Southern United States. CN's slogan is "North America's Railroad".
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Expert
PARTIAL SELL
PARTIAL SELL
November 18, 2019
The train conductors are set to strike. He purchased it in '08/'09. He has been selling it this year. He sold half his position. They are the most efficient railroad in North America. This is a candidate to use to raise some cash.
The train conductors are set to strike. He purchased it in '08/'09. He has been selling it this year. He sold half his position. They are the most efficient railroad in North America. This is a candidate to use to raise some cash.
Transportation
BUY WEAKNESS
BUY WEAKNESS
November 15, 2019
The rail companies are both carriers. There’s been crop problems in Western Canada so their grain moving operation is down. They are also general economy stocks, though it’s trading with high multiple right now. He wouldn’t add to positions right now. The stock will be hit if the economy slows.
The rail companies are both carriers. There’s been crop problems in Western Canada so their grain moving operation is down. They are also general economy stocks, though it’s trading with high multiple right now. He wouldn’t add to positions right now. The stock will be hit if the economy slows.
Transportation
PAST TOP PICK
PAST TOP PICK
November 5, 2019
(A Top Pick Feb 13/19, Up 16%) Rails have consolidated and enjoy high barriers to entry. Sustainable growth allows them to increase margins and cash. It's cyclical, but now the rails are a great place to be.
(A Top Pick Feb 13/19, Up 16%) Rails have consolidated and enjoy high barriers to entry. Sustainable growth allows them to increase margins and cash. It's cyclical, but now the rails are a great place to be.
Transportation
HOLD
HOLD
October 24, 2019
CP-T vs. CNR-T. He owns CP-T and not CNR-T although both are excellent. He prefers Canadian rails to US rails. Both just reported modest volume headwinds but CNR-T had to cut their guidance and CP-T did not. The cuts are transitory in nature for both but over the next couple of years CP-T is positioned better to navigate through these volume headwinds.
CP-T vs. CNR-T. He owns CP-T and not CNR-T although both are excellent. He prefers Canadian rails to US rails. Both just reported modest volume headwinds but CNR-T had to cut their guidance and CP-T did not. The cuts are transitory in nature for both but over the next couple of years CP-T is positioned better to navigate through these volume headwinds.
Transportation
BUY
BUY
October 21, 2019
Transportation
BUY
BUY
October 15, 2019
His model price is $147.54. $96 is a definite buy level. Likes it.
His model price is $147.54. $96 is a definite buy level. Likes it.
Transportation
Brian Acker, CA
Chief Executive Officer, President and Chief Inves, Acker Finley Inc.
$114.530
Unknown
BUY WEAKNESS
BUY WEAKNESS
October 10, 2019
Best railroad in North America. All rails are under pressure because freight volumes are declining. Trade wars are hurting the trade flows. Recent valuation got stretched. 28-29% ROE. If it gets around $110, you can jump in with both hands. Great company, respects management, oligopoly.
Best railroad in North America. All rails are under pressure because freight volumes are declining. Trade wars are hurting the trade flows. Recent valuation got stretched. 28-29% ROE. If it gets around $110, you can jump in with both hands. Great company, respects management, oligopoly.
Transportation
BUY WEAKNESS
BUY WEAKNESS
October 9, 2019
Will it bounce back quickly? All rails have pulled back over fears of a slowing economy. Shipping volumes in things like coal have slowed. Rails are soft industrials, meaning less cyclical than, say, mining. She's been buying on dips. Or you can hold onto it. Crude by rail will continue to benefit them. A well-run company that's investing in tech to increase efficiency.
Will it bounce back quickly? All rails have pulled back over fears of a slowing economy. Shipping volumes in things like coal have slowed. Rails are soft industrials, meaning less cyclical than, say, mining. She's been buying on dips. Or you can hold onto it. Crude by rail will continue to benefit them. A well-run company that's investing in tech to increase efficiency.
Transportation
BUY WEAKNESS
BUY WEAKNESS
October 8, 2019
Take profits? It's a cyclical and has been sideways since April then recently dipped down. Rail traffic has fallen 5-6%, but this regularly happens to the rails. This decline will set you up to add to your existing position. CN has built parallel rail lines to combat bad winter weather. Accumulate this stock slow but surely over time.
Take profits? It's a cyclical and has been sideways since April then recently dipped down. Rail traffic has fallen 5-6%, but this regularly happens to the rails. This decline will set you up to add to your existing position. CN has built parallel rail lines to combat bad winter weather. Accumulate this stock slow but surely over time.
Transportation
HOLD
HOLD
October 7, 2019
Rail stocks have been under pressure because they move the economy's goods and there is a slowdown in manufacturing. In the near term it looks like it could be soft. He thinks it is the best managed and best run railroad in North America.
Rail stocks have been under pressure because they move the economy's goods and there is a slowdown in manufacturing. In the near term it looks like it could be soft. He thinks it is the best managed and best run railroad in North America.
Transportation
HOLD
HOLD
October 4, 2019
He likes them and owns it for clients. If you want to move things by rail there are only two companies -- the definition of an oligopoly with strong price control. The threat of an oncoming recession only offsets some of the need to move commodities. He thinks it will do just fine as a hold.
He likes them and owns it for clients. If you want to move things by rail there are only two companies -- the definition of an oligopoly with strong price control. The threat of an oncoming recession only offsets some of the need to move commodities. He thinks it will do just fine as a hold.
Transportation
HOLD
HOLD
October 4, 2019
Railways are in good condition. He doesn't see transport will be depressed even with a recession. However, it's now at a high multiple and their yields aren't exciting. He would focus on cashflow more.
Railways are in good condition. He doesn't see transport will be depressed even with a recession. However, it's now at a high multiple and their yields aren't exciting. He would focus on cashflow more.
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DON'T BUY
DON'T BUY
October 3, 2019
Not interested in transportations at the moment. Shipping metrics are questionable. Breaking down on the charts. Between January - May is optimal holding period. Technicals are rolling over.
Not interested in transportations at the moment. Shipping metrics are questionable. Breaking down on the charts. Between January - May is optimal holding period. Technicals are rolling over.
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DON'T BUY
DON'T BUY
October 2, 2019
He doesn't like them now. Terrific businesses, but are fully valued with minimal upside. Of the two, he prefers CN, but only a little. Buy them when the market slows down. You can pick away at both of them in the coming year--you have time.
He doesn't like them now. Terrific businesses, but are fully valued with minimal upside. Of the two, he prefers CN, but only a little. Buy them when the market slows down. You can pick away at both of them in the coming year--you have time.
Transportation
HOLD
HOLD
September 27, 2019
CN continues to be the most efficient railroad in terms of operating ratio. They are sensitive to the economy. Unless there is a need for cash, he would stick with it and collect the dividends.
CN continues to be the most efficient railroad in terms of operating ratio. They are sensitive to the economy. Unless there is a need for cash, he would stick with it and collect the dividends.
Transportation
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