Canadian National R.R. | StockChase
948
Canadian National R.R. (CNR-T)

Last Price Recorded: $101.8500 on 2017-11-17

ON STOCKCHASE SINCE Oct 2000

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Canadian National R.R.


Signal Opinion Expert

2017-11-02

PAST TOP PICK
Canadian National R.R. (CNR-T)

(A Past Top Pick Oct 28/16, Up 23%)  It is a nice, easy way to get exposure to the North American economy.  He prefers this to CP-T.

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Bruce Campbell (1)

President, Campbell and Lee InvMngmnt

Price: $102.890
Owned: Yes

2017-11-01

COMMENT
Canadian National R.R. (CNR-T)

Bought this in 1997 because it was the lowest cost operator, it is both east-west and north south, and has ownership of rails in the Chicago area. Doesn't know how NAFTA renegotiations will affect things. However, they should do better than other rails because they have alternatives. If it got a little cheaper, he would be more interested. Dividend growth has been roughly 20% over that time frame.

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David Driscoll

President & CEO, Liberty International Investment Management Inc

Price: $102.960
Owned: Yes

2017-10-31

COMMENT
Canadian National R.R. (CNR-T)

Transports are good to go over most of the winter. This had a bit of consolidation in 2015-2016, and then broke out. The chart looks like it is consolidating. The bigger picture is pretty bullish. If you are a long-term buyer, you shouldn't worry about the consolidations. We are in one of those sideways patterns, but it may take a while. Personally, he would buy near the bottom of the trading range and wait it out. However, if you are long-term, you could probably own it and it would probably do fine over the next 10 years.

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Keith Richards

Portfolio Manager, ValueTrend Wealth Management

Price: $103.810
Owned: Unknown

2017-10-27

WAIT
Canadian National R.R. (CNR-T)

There was disappointment with their recent earnings and it has been sort of going sideways. He would give it a little time. Their recent earnings report wasn’t that super.

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David Cockfield

Managing Director, Northland Wealth Management

Price: $104.220
Owned: No

2017-10-26

HOLD
Canadian National R.R. (CNR-T)

It is a very well run company and rails are a good proxy for the North American economy.  It is a good way to participate.  He is cautious on the Canadian economy, however, but the rails had good runs over the last few years.  He does not hold it right now.  It is a good one to hold and to participate in.

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Colin Stewart

CEO & Portfolio manager, JC Clark Investments Ltd.

Price: $104.540
Owned: No

2017-10-20

PAST TOP PICK
Canadian National R.R. (CNR-T)

(A Top Pick Oct 28/16. Up 25%.) Doesn’t think the 25% will get repeated. Well-managed and a good way to get industrial and general economic exposure. Also, if you own pipelines, rails are a good hedge.

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Bruce Campbell (1)

President, Campbell and Lee InvMngmnt

Price: $102.980
Owned: Yes

2017-10-05

COMMENT
Canadian National R.R. (CNR-T)

You may get a little pop in this, but the problem is that it has reached a little beyond its intrinsic value. It is having a very hard time going anywhere at this juncture. He would be more on the side of trading out, looking for a bottom of around $75, rather than owning it.

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Ross Healy

Chairman, Strategic Analysis Corp

Price: $101.390
Owned: Unknown

2017-09-20

COMMENT
Canadian National R.R. (CNR-T)

This is really predicated on economic growth. There are 2 facets to their model. One is price increases and the other is volume increases. They have been able to pass on price increases fairly consistently. On the volume side, it is economic growth. A very well-run rail with a low operating ratio.

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Zachary Curry

Chief Operating Officer & Portfolio Manager, Davis-Rea Ltd.

Price: $101.100
Owned: No

2017-09-19

COMMENT
Canadian National R.R. (CNR-T)

His preferred choice in rails, and his biggest investment in that sector. They have a tendency to outperform their guidance, and thinks they will do it again this year. Very strong cash flow growth. Good operating ratio performance. Because of the free cash flow growth, the dividend keeps constantly being increased.

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Nick Majendie

Director & Senior Portfolio Manager, Scotia Wealth Management

Price: $100.740
Owned: Yes

2017-09-12

BUY
Canadian National R.R. (CNR-T)

Growth stock for a dividend investor? This would be a high-quality growth stock. A very strong operator and obviously benefits from an improving economy and improving trade. It has a record of an increasing its dividends. This is the best operator of all the rails.

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Christine Poole

CEO & Managing Director, GlobeInvest Capital Management

Price: $99.660
Owned: Yes

2017-09-06

COMMENT
Canadian National R.R. (CNR-T)

An outstanding rail. Very well-run with a deep management bench. An excellent franchise in terms of where they touch on the coast. However, it is all about what you pay for a business. This is not cheap. There are other rails that are better value such as CSX Corp (CSX-Q), where expectations are not as high. They’ve had certain service issues and Hunter Harrison will truly enact the plan he has laid out and issues will be resolved. Dividend yield of 1.7%.

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Stephen Groff

Principal & Portfolio Manager, Cambridge Global Asset Management

Price: $99.220
Owned: No

2017-09-06

COMMENT
Canadian National R.R. (CNR-T)

The stock has moved up, but is now looking like it is breaking the upward trend line. It is most definitely consolidating. It could consolidate for a while and then move up again. That is not a bad thing, but you have to be a patient person during that period.

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Keith Richards

Portfolio Manager, ValueTrend Wealth Management

Price: $99.220
Owned: No

2017-08-30

TOP PICK
Canadian National R.R. (CNR-T)

If Canada is going to do well, and we are going to have a back half pick up like everyone thinks, why not own this. The recent pullback represents a buying opportunity. Dividend yield of 1.6%. (Analysts’ price target is $109.70.)

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Mike S. Newton, CIM FCSI

Director & Portfolio Manager, Scotia Wealth Management

Price: $100.640
Owned: Yes

2017-08-28

PAST TOP PICK
Canadian National R.R. (CNR-T)

(Top Pick Oct 28/16, Up 18.51%)  The rails that have done well and are no longer cheap.  The trend line is not broken, but it sure needs to hold in.  If planned pipelines are not built we may get a lot of crude by rail.

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Bruce Campbell (1)

President, Campbell and Lee InvMngmnt

Price: $99.100
Owned: Yes

2017-08-28

TOP PICK
Canadian National R.R. (CNR-T)

Covered Call. A stock he thinks would benefit if the Canadian economy continues to do well. The Canadian economy is in pretty good shape and this company is representative of that. There was a downturn recently in the stock price, and this is a good entry point. He would look at an “at the money” covered call on this. Dividend yield of 1.6%.

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Richard Croft

President, R.N. Croft Financial Group Inc.

Price: $99.100
Owned: Yes

2017-08-23

BUY
Canadian National R.R. (CNR-T)

It is a long term core holding. It has come off a bit recently after a huge run.  At current prices it is fully valued.  He wants to buy it in the low $90s or high $80s.  They increased their dividend 10% plus for the last 5 years.  He prefers this to CP’s dividend record.  He also likes that it is more North/South.  It is more US oriented. 

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Douglas Kee

Chief Investment Officer, Leon Frazer & Associates

Price: $99.810
Owned: Yes

2017-08-21

BUY
Canadian National R.R. (CNR-T)

Has owned and holded since 1997. CNR has advantages in North America.  They are North/South as well as East/West. They can transport goods from Winnipeg to Mexico City. Their acquisition allows them to get around Chicago quickly.  They own a quarter of the container port in Prince Rupert BC, which is a day closer to Hong Kong than other coastal ports. Premier rail company in Canada and North America.  They don’t just transport grain, they transport all sorts of products.

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David Driscoll

President & CEO, Liberty International Investment Management Inc

Price: $99.910
Owned: Yes

2017-08-18

BUY on WEAKNESS
Canadian National R.R. (CNR-T)

It is the best run railway in North America.  They need increasing volumes in products and commodities to move.  They have a big exposure to cross boarder business and not so much to commodities.  Hopefully NAFTA stays as it is.  The dry weather out West could be bad for them.  Buy as they sell off.

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Norman Levine

Managing Director, Portfolio Management Corp

Price: $100.000
Owned: Yes

2017-08-17

BUY
Canadian National R.R. (CNR-T)

(Market Call Minute)  Get it under $100 if you can buy.  It is a nice offset if you own pipelines.

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Bruce Campbell (1)

President, Campbell and Lee InvMngmnt

Price: $101.210
Owned: Unknown

2017-08-03

COMMENT
Canadian National R.R. (CNR-T)

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.

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John Stephenson

President & CEO, Stephenson & Company Capital Management

Price: $100.190
Owned: Unknown

2017-08-01

HOLD
Canadian National R.R. (CNR-T)

This has pulled back. The grain crop in Western Canada has been light. Growth rates have been good for the last couple of years, so people have been working for them to slow down. On a long-term basis, it has been a wonderful company to own. They still have the ability to move forward and grow with the economy, and gradually take market share away from trucking, etc.

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Bruce Murray

CEO & Chief Investment Officer, The Murray Wealth Group

Price: $99.780
Owned: No

2017-07-31

DON'T BUY
Canadian National R.R. (CNR-T)

From a seasonal point of view, rails do not do well at this time of year. In fact, there is a pullback in the overall transportation sector. The chart shows this has broken its upward trend. He has a small Short position on the transportation sector. Rails during the month of August, since 1990, have produced an average loss of 2.6%, and have only been positive 42% of the time.

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Brooke Thackray

President, Jov Investment Management

Price: $98.520
Owned: Unknown

2017-07-26

WAIT
Canadian National R.R. (CNR-T)

Thought this was a little expensive for some time, and yet it kept moving up. It is definitely overpriced at present levels. Multiples are quite high. The dividend is nothing to write home about. He would sit on the sidelines and see what happens over the next while.

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David Cockfield

Managing Director, Northland Wealth Management

Price: $99.000
Owned: Unknown

2017-07-24

COMMENT
Canadian National R.R. (CNR-T)

Rails are starting to look a little iffy. The chart looks like it has a slight toppy looking formation going on. It looks like it is testing the bigger upward trend line, which is running from 2016. The chart shows a small neckline break, but the bigger picture is, is the big trend line still being held? $100 is going to be significant for the stock. If it holds it over the next couple of months, then you are probably okay. If it breaks it by much, and stays below $100 for long, it could be a problem.

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Keith Richards

Portfolio Manager, ValueTrend Wealth Management

Price: $101.630
Owned: Unknown

2017-07-20

BUY on WEAKNESS
Canadian National R.R. (CNR-T)

He is looking to buy this. It has come into his model, but he needs a little bit of discretion as to when to pull the trigger. It has seen some short-term support levels at around $106, which brought in a lot more selling down to around $103. If we get the procyclical bump in the market, he would stick around with this. Expects some weakness next week. Seasonality kicks in around September.

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Hap (Robert) Sneddon FCSI

Chief Portfolio Manager & Founder, Castlemoore Inc.

Price: $103.220
Owned: No

2017-07-05

COMMENT
Canadian National R.R. (CNR-T)

Rails in general are interesting businesses in that they are very unique assets. They are very economically sensitive. If you believe that an eventual fiscal stimulus will come to the US, names like this will do very well. He is a little more skeptical on that. In general, this is fully valued.

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Daniel Lloyd

Founder & Portfolio Manager, Sui Generis Investment Partners

Price: $106.150
Owned: No

2017-07-04

BUY on WEAKNESS
Canadian National R.R. (CNR-T)

He likes this, but would like an entry point that started in the $90 area. Wait for this to drop under $100.

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Bruce Campbell (1)

President, Campbell and Lee InvMngmnt

Price: $104.650
Owned: Yes

2017-06-27

COMMENT
Canadian National R.R. (CNR-T)

One of the lowest dividend yields that he holds at 1.5%. Likes the company long term, but it is pretty rich at these prices. The dividend has been growing at mid-teens over the last 5 years. This company has great prospects ahead of it. He has been trimming his holdings recently. He would like to see the dividend at 2% before accumulating more.

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Ryan Bushell

V. P. & Portfolio Manager, Leon Frazer and Associates

Price: $106.780
Owned: Yes

2017-06-26

WATCH
Canadian National R.R. (CNR-T)

This has had quite a run and wouldn’t buy it at this time. All the rails are expensive. He would like to see this pull back at least 5%-8%.

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Peter Brieger

Chairman & Chief Executive Officer, GlobeInvestment Capital Management

Price: $107.010
Owned: Yes

2017-06-20

BUY
Canadian National R.R. (CNR-T)

The economically sensitive sectors in the market rested from December through May. Since May, we have seen a reacceleration in financials, industrials and transports. He likes transports. The rails have a real exposure to North American economy. This one has great north-south exposure, and has been one of the best performing rails in North America.

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David Burrows

President & Chief Investment Strategist, Barometer Capital Management

Price: $106.020
Owned: Yes

2017-06-16

COMMENT
Canadian National R.R. (CNR-T)

Just guided 10% EPS over the next 5 years. They claim they have a competitive advantage in technology, that will allow them to stay ahead of the competition. Great balance sheet. Very good growth. He models 12% EPS growth over the next couple of years. The only thing is, it is very expensive.

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Greg Newman

Director & Portfolio Manager, Scotia Wealth Management

Price: $107.570
Owned: Unknown

2017-06-13

BUY on WEAKNESS
Canadian National R.R. (CNR-T)

Any pullback on this is a “must buy”. It keeps going straight up. Management is fabulous.

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Barry Schwartz

CIO & Portfolio Manager, Baskin Wealth Management

Price: $105.320
Owned: Yes

2017-06-12

WATCH
Canadian National R.R. (CNR-T)

He made some profit on it.  It is facing the same problem as the FANGs.  It is not a bad stock.  A lot of stuff needs to correct, however.  It needs to correct back to its trend line. 

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Keith Richards

Portfolio Manager, ValueTrend Wealth Management

Price: $105.830
Owned: No

2017-06-06

PARTIAL BUY
Canadian National R.R. (CNR-T)

The rails are good. They are typically a little expensive in terms of valuation, but they are a great way to play this industrial theme that is on. You would be hard-pressed to find a much better run company than the rails, and there is really only a choice of 6. He would buy a little bit every day and buy little more on any pullback.

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John Stephenson

President & CEO, Stephenson & Company Capital Management

Price: $105.980
Owned: No

2017-06-02

COMMENT
Canadian National R.R. (CNR-T)

This is underpriced compared to Canadian Pacific (CP-T), and he would give this one the edge. It will probably go to $118.51.

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Brian Acker, CA

Chief Executive Officer, President and Chief Inves, Acker Finley Inc.

Price: $105.860
Owned: Unknown

2017-05-18

DON'T BUY
Canadian National R.R. (CNR-T)

Has lightened up his positions in this. It got to a point where it was reasonably expensive. Thinks this has pretty well done all it can to improve its operations. With the new pipelines going in, the oil side looks like it is not going to be as accretive to the bottom line. It looks a little expensive for railroad. This is not the time to step in.

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David Cockfield

Managing Director, Northland Wealth Management

Price: $99.940
Owned: Yes

2017-05-17

DON'T BUY
Canadian National R.R. (CNR-T)

One of the big questions having to do with this rail is NAFTA. A lot of what it does depends on commodity movement and commodity prices. It is a profitable company and is doing quite well. He wouldn’t buy it at this price.

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David Baskin

President, Baskin Wealth Management

Price: $99.220
Owned: Unknown

2017-05-16

BUY on WEAKNESS
Canadian National R.R. (CNR-T)

This is her pick in the rail space. They had a really strong quarter, and the stock moved on that. Wait for a drop in price to under $100 before stepping in.

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Christine Poole

CEO & Managing Director, GlobeInvest Capital Management

Price: $102.220
Owned: Yes

2017-05-15

BUY on WEAKNESS
Canadian National R.R. (CNR-T)

A bit of a tough entry point, because it is doing so well. He would want to pay something like $95-$97. If you own, it is still OK to Hold.

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Bruce Campbell (1)

President, Campbell and Lee InvMngmnt

Price: $103.000
Owned: Yes

2017-05-09

COMMENT
Canadian National R.R. (CNR-T)

This has been one of the great investments in Canadian history. It is a great name to own. The railroad industry is a monopoly, because we are not going to build new railroads anywhere in North America. The number of investable rails has shrunk. You can pick any one. He finds them a little pricey in the current market. Their multiples are typically less than the markets, and are trading at kind of a market multiple today.

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Lyle Stein

Sr. Portfolio & Managing Director, Vestcap Investment Management

Price: $101.890
Owned: No

2017-05-08

SELL
Canadian National R.R. (CNR-T)

The stock is very extended.  The rails have had a great run.  The problem is that it started at book value and is now at about 5.5 times book and it is not going to do that again.  He is not knocking the company and the management, but the problem is that it is ‘in the market’ already.  It is VERY expensive.

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Ross Healy

Chairman, Strategic Analysis Corp

Price: $101.930
Owned: Unknown

2017-05-08

HOLD
Canadian National R.R. (CNR-T)

This just had a slight technical break out today. It went into an all-time high. It is a gorgeous chart. Trending higher. On a seasonal basis, this has a difficult time between now and coming into the fall. However, on any stock that is moving like this one, stick with it for now.

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Don Vialoux

Research Analyst, TimingTheMarket.CA & EquityClock.COM

Price: $101.930
Owned: Unknown

2017-04-24

COMMENT
Canadian National R.R. (CNR-T)

He likes this fundamentally. Looking at the rail charts of the major North American rails, they have all advanced in the last month or 2, discounting an economic recovery to the point that they are all at levels that make it uninteresting at this time. If you own it, continue to Hold.

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Peter Brieger

Chairman & Chief Executive Officer, GlobeInvestment Capital Management

Price: $102.210
Owned: Yes

2017-03-23

PAST TOP PICK
Canadian National R.R. (CNR-T)

(Top Pick Mar 22/16, Up 24%) The best run, most profitable railway in North American.  He likes their structure better than CP-T.  CNR-T is less commodity oriented and has a bigger US footprint.  This has been a better grain season.  This one continues to be his favourite.

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Norman Levine

Managing Director, Portfolio Management Corp

Price: $96.730
Owned: Yes

2017-03-14

DON'T BUY
Canadian National R.R. (CNR-T)

He would avoid rails in general. The idea of import taxes, trade wars, etc. it is not really conducive to goods crossing borders. This one particularly, does a lot of business taking foreign freight along the West Coast, and into the US. He would worry about that freight suddenly going directly to the US, as opposed to through Canada.

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Daniel Lloyd

Founder & Portfolio Manager, Sui Generis Investment Partners

Price: $96.060
Owned: Unknown

2017-03-13

COMMENT
Canadian National R.R. (CNR-T)

Still thinks there is upside in the rails. The fact that they have improved their ROC for about 6 years in a row, from 5% up to 9%, and if it can edge a little higher, valuation is going to go up as well. Canadian Pacific (CP-T) might be a little stronger.

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Matt Kacur

President, FSA Financial Science and Art

Price: $97.830
Owned: Unknown

2017-03-02

BUY on WEAKNESS
Canadian National R.R. (CNR-T)

The trend is still firmly higher. It has been trading in a rising trend channel for the past 6 months, and there is no indication it is going to stop here. The major moving averages are all pointing higher. Transportation tends to do well from about the end of January all the way through to May, and that is attributed to the pickup in industrial production in the more cyclical areas of the economy. It looks ideal to pick up on any pullback or weakness down to its 20 or 50 day moving averages. He has the 20 day at about $92, which would be a more opportune time to pick it up.

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Jon Vialoux

Research Analyst, Timingthemarket.ca & Equityclock.com

Price: $95.020
Owned: Unknown

2017-02-24

COMMENT
Canadian National R.R. (CNR-T)

This has had quite a run in the past year. Efficiency ratios are excellent and management is good. Pays a modest dividend. It is fully valued.

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Bill Shaw

Partner & Portfolio Manager, Exponent Investment Management

Price: $92.360
Owned: Unknown

2017-02-13

BUY
Canadian National R.R. (CNR-T)

18 times earnings.  You have a growing US economy and the Canadian economy is turning around.  There are large barriers to entry.  There are fewer competitors and those competitors are more rational.  He thinks you will see some increases in pricing.  It is a great place to be right now.  It trades at a discount to US peers. 

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Paul Harris, CFA

Portfolio Manager and Partner, Avenue Investment Management

Price: $93.460
Owned: Unknown

2017-02-10

BUY
Canadian National R.R. (CNR-T)

The best run and most profitable railroad in North America. As a long-term investor, he would continue to hold this. It will benefit from increasing economic growth in both Canada and the US. It is not as commodity related is Canadian Pacific (CP-T).

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Norman Levine

Managing Director, Portfolio Management Corp

Price: $92.380
Owned: Yes

2017-02-06

WATCH
Canadian National R.R. (CNR-T)

CSX-N was the cheapest one and now Hunter Harrison may be taking a run at it.  CNR-T has a model price at $106.10 with a 17% upside still.  He does not like to buy them except at EBV-5, around $72 in this case.  All rails are very, very expensive here.

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Brian Acker, CA

Chief Executive Officer, President and Chief Inves, Acker Finley Inc.

Price: $89.740
Owned: Unknown

2017-01-27

PARTIAL BUY
Canadian National R.R. (CNR-T)

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

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Kash Pashootan

Sr. VP & Portfolio Manager, First Avenue Advisory, Raymond James

Price: $92.370
Owned: Unknown

2017-01-23

BUY
Canadian National R.R. (CNR-T)

If there was one stock that he had to pick to hold forever to beat the TSX every year, it would probably be this one. A good area to be invested in.

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Steve DiGregorio

Portfolio Manager, Canoe Financial

Price: $93.220
Owned: No

2017-01-20

COMMENT
Canadian National R.R. (CNR-T)

The best rail in North America. Lowest operating ratio and generates a lot of free cash flow. Very customer focused. It continues having good growth. They don’t haul a lot of coal or oil, but incrementally that could be positive. He expects them to continue giving best class execution and continued dividend growth.

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Michael Simpson, CFA

Senior Vice-President, Sentry Investments

Price: $93.450
Owned: Yes

2017-01-16

HOLD
Canadian National R.R. (CNR-T)

Sell? Transports have done quite well in the last while and are up a fair bit. This is trading at about 18X earnings. The rail industry has consolidated quite heavily over the last 5-10 years, so you have seen them really thinking about ROI. Because they have a better efficiency and asset utilization, they’ve had better margins, and that is going to continue. With oil stabilizing and commodities doing a little better, you should see better returns over the next while.

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Paul Harris, CFA

Portfolio Manager and Partner, Avenue Investment Management

Price: $93.370
Owned: Yes

2017-01-16

PAST TOP PICK
Canadian National R.R. (CNR-T)

(Top Pick Feb12/16, Up 24.02%) He still holds it and has so for years.  It is reasonable cheap, rising and stable.  About 25% ROE.  PE is about 20 times.  They have a group of asset you can’t replicate anywhere else.  Buy more on weakness.

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Jason Mann

CIO & Co-Founder, Edgehill Patners

Price: $93.370
Owned: Yes

2016-12-23

COMMENT
Canadian National R.R. (CNR-T)

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

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Lorne Zeiler

Portfolio Manager & Wealth Advisor, TriDelta Financial

Price: $91.520
Owned: Yes

2016-12-19

BUY on WEAKNESS
Canadian National R.R. (CNR-T)

It is the best railroad in North America with the lowest operating ratio.  He would want to see it come off 5% more before buying it right now.  CP-T is a little cheaper at the moment but CNR-T has the best long term record.  You have to look at what they haul and what is the outlook for what they haul.  Then look at costs and cost cutting.  Dividends are not as important as for a utility or pipeline.

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Peter Brieger

Chairman & Chief Executive Officer, GlobeInvestment Capital Management

Price: $90.000
Owned: Yes

2016-12-05

HOLD
Canadian National R.R. (CNR-T)

It is a great company.  He has a small position.  He has a lot of respect for the management.  They are truly a machine.  Valuation is keeping him from increasing his position.  CP-T had more potential improvements so increased more.

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Stephen Groff

Principal & Portfolio Manager, Cambridge Global Asset Management

Price: $89.920
Owned: Yes

2016-11-22

COMMENT
Canadian National R.R. (CNR-T)

Transports began selling off at the beginning of the correction in 2015 in the US. That indicated there was probably weakness coming. Coming into this fall, transports were regularly picking up on a relative basis, versus the market. The north/south corridor may not be as good if there is trouble with NAFTA. East/west might be a little better for now.

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David Burrows

President & Chief Investment Strategist, Barometer Capital Management

Price: $88.970
Owned: Yes

2016-11-03

COMMENT
Canadian National R.R. (CNR-T)

(Market Call Minute.) The best run railroad in the world. It has delivered terrific results for long-term investors.

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Barry Schwartz

CIO & Portfolio Manager, Baskin Wealth Management

Price: $83.480
Owned: Unknown

2016-10-28

TOP PICK
Canadian National R.R. (CNR-T)

It is a good.   More US than Canada for economic exposure that pulled back about $4 this week.  It neat the estimates on the street.  Expect a 10% appreciation making it a double digit return.

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Bruce Campbell (1)

President, Campbell and Lee InvMngmnt

Price: $83.210
Owned: Yes

2016-10-26

DON'T BUY
Canadian National R.R. (CNR-T)

Kind of a bellwether Canadian stock. Just reported, and earnings were good. They are starting to see a little bit of headwind from their grain capacity. Also, they are not getting some of the premiums that they got moving oil. A good company, but fully valued. He would look elsewhere.

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Cole Kachur

Senior Wealth Advisor, ScotiaWealth Management

Price: $84.300
Owned: Unknown

2016-10-14

BUY
Canadian National R.R. (CNR-T)

Rails look very interesting, both technically and seasonally. Technically, it is in a nice upward trend, and broke to a new high last week. Historically, railways hit a very important low around the 1st week of October and move higher right through until about the 1st week in January. They then take a bit of a rest and have another run through until springtime.

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Don Vialoux

Research Analyst, TimingTheMarket.CA & EquityClock.COM

Price: $87.150
Owned: Unknown

2016-10-13

COMMENT
Canadian National R.R. (CNR-T)

He currently does not have any rails. This has a lot to do with commodity prices, because the rails make so much of their money on the movement of bulk commodities. He is seeing a lot of changes in the commodity markets. A terrific company, but doesn’t think it is a compelling growth story.

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David Baskin

President, Baskin Wealth Management

Price: $87.830
Owned: No

2016-09-14

COMMENT
Canadian National R.R. (CNR-T)

If he is right on the market, rails will be fine, and will go up. He prefers this one right over Canadian Pacific (CP-T). Transports will go with the market. It makes sense that if the economy gets stronger, the transports will get stronger.

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Rick Stuchberry

Portfolio Manager, Richardson GMP

Price: $80.920
Owned: No

2016-09-13

COMMENT
Canadian National R.R. (CNR-T)

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 this rail at this point.

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David Burrows

President & Chief Investment Strategist, Barometer Capital Management

Price: $80.930
Owned: Unknown

2016-09-13

BUY on WEAKNESS
Canadian National R.R. (CNR-T)

(Market Call Minute.) She likes this, and is waiting for a pullback below $80.

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Christine Poole

CEO & Managing Director, GlobeInvest Capital Management

Price: $80.930
Owned: Yes

2016-08-26

COMMENT
Canadian National R.R. (CNR-T)

These names are considered cyclical because they are in the industrial space. The chart looks pretty decent in that it has broken above the 200 day moving average and staying above that. Also, oil prices have started to recover so the volume moving from A to B should start to improve. Some others he has been watching include CSX (CSX-X) and Union Pacific (UNP-N).

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Stan Wong

Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod

Price: $84.640
Owned: No

2016-08-10

COMMENT
Canadian National R.R. (CNR-T)

Transportation stocks tend to do well from about September all the way through to November, with an average gain of about 12%. October alone has tended to gain an average of 5.4%, and has been positive 80% of the time. Chart shows this broke above resistance, which goes back quite a way, and it is just trying to consolidate here. Momentum indicators are turning positive also. It looks good.

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Jon Vialoux

Research Analyst, Timingthemarket.ca & Equityclock.com

Price: $81.930
Owned: Unknown

2016-08-08

HOLD
Canadian National R.R. (CNR-T)

Moves lower this time of year, but is doing better this year at this time.  He would be cautious at these levels.  Look at indicators to see when you want to take profits, probably in the next couple of weeks.

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Don Vialoux

Research Analyst, TimingTheMarket.CA & EquityClock.COM

Price: $82.050
Owned: Unknown

2016-08-02

COMMENT
Canadian National R.R. (CNR-T)

The commodity downturn we saw happen 1.5 years ago, had a big impact on volumes, not just oil, but a number of things that were shipped by rail. This, and Canadian Pacific (CP-T) have become phenomenal businesses over the last 15 years in terms of returns. Rails are businesses he wants to own at the right price, and the right price on this was a couple of months ago, so he has not been adding to it since. This represents good value today. Prefers Canadian Pacific even though it is more expensive.

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Greg Dean

Principal & Portfolio Manager, Cambridge Global Asset Management

Price: $80.990
Owned: Yes

2016-07-29

HOLD
Canadian National R.R. (CNR-T)

Trading at fair value, but doesn’t expect a lot of upside in the near term. He really likes that even though they have had declining revenues by about 11%, they are the leaders in their industry, the most cost-effective player and have been able to raise prices. In spite of the revenue decline, they are only down about 2.5% in terms of earnings. A cautionary note for the near term is that transport stocks tend to move with the market, and often tend to lead the market. If we see a 5%-10% pullback, this is good to follow. Trading at 18X forward earnings, a level that it has been trading at for the last 3-4 years. Doesn’t expect a lot of earnings growth in the near term. 16X forward earnings would be a great entry point. Dividend yield of 1.8%.

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Lorne Zeiler

Portfolio Manager & Wealth Advisor, TriDelta Financial

Price: $82.770
Owned: Yes

2016-07-25

BUY
Canadian National R.R. (CNR-T)

(Market Call Minute) It is in the best position of the rail ways because of less commodity exposure and because it is North/South.

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Norman Levine

Managing Director, Portfolio Management Corp

Price: $83.990
Owned: Yes

2016-06-23

BUY on WEAKNESS
Canadian National R.R. (CNR-T)

An entry point on this is $71.50. His model price is $98.80, a 30% upside. Has been waiting for this to come back.

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Brian Acker, CA

Chief Executive Officer, President and Chief Inves, Acker Finley Inc.

Price: $76.030
Owned: Unknown

2016-06-21

WAIT
Canadian National R.R. (CNR-T)

Feels the rails are in for a bit of a rough go. There are a bunch of factors working against them. Oil shipping by rail is a factor and consumer demand is pulling back. The change in the CEO will create some potential small dislocation. If holding for a long-term, it is a great one.

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Zachary Curry

Chief Operating Officer & Portfolio Manager, Davis-Rea Ltd.

Price: $74.800
Owned: No

2016-06-20

BUY
Canadian National R.R. (CNR-T)

Industrial company with a good, safe dividend. Very well-run. He is considering buying at these levels. Valuations usually don’t get down to these levels. A high-quality dividend growth stock, and one you can buy and tuck away for a few years.

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James Telfser

Partner & Portfolio Manager, Aventine Management Group

Price: $75.480
Owned: No

2016-06-17

HOLD
Canadian National R.R. (CNR-T)

Canadian National (CNR-T) or Canadian Pacific (CP-T)? He owns this one and prefers it. It has less commodity exposure and more cross-border north/south from Mexico. The whole transportation division has been weak lately, but likes it as a long-term investment. You don’t have to run out and buy the rails at this time.

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Norman Levine

Managing Director, Portfolio Management Corp

Price: $75.120
Owned: Yes

2016-06-16

BUY
Canadian National R.R. (CNR-T)

Canadian National (CNR-T) or Canadian Pacific (CP-T)? He likes the rails. This has suffered in the last little while and kind of moved sideways. Buying at these levels makes a lot of sense. A great thing about the rails is the effect that shipping has on the environment. It is much better to transport by rail than by trucking. Also, the rail industry has really consolidated over the last 10 years, and are far more conscientious about their cost structure and their return on capital.

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Paul Harris, CFA

Portfolio Manager and Partner, Avenue Investment Management

Price: $75.130
Owned: Yes

2016-06-15

HOLD
Canadian National R.R. (CNR-T)

There are some economic concerns with some specifics. As long as you think the US economy is going to hang in, and show the 2%-3% growth that he thinks it is going to, it would be a Hold. The next time it gets to $81, he will be thinking of it as a possible Sell.

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Bruce Campbell (1)

President, Campbell and Lee InvMngmnt

Price: $75.030
Owned: Yes

2016-06-09

PAST TOP PICK
Canadian National R.R. (CNR-T)

(A Top Pick July 16/15. Up 1.61%.) Well-managed with a low operating ratio. They are being challenged by lower volumes, but longer-term this is a good place to put your money. For him this is an Add in the low $70 and a Trim in the high $70.

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Douglas Kee

Chief Investment Officer, Leon Frazer & Associates

Price: $76.560
Owned: Yes

2016-06-08

PAST TOP PICK
Canadian National R.R. (CNR-T)

(A Top Pick June 4/15. Up 6.79%.) The whole story for this and Canadian Pacific (CP-T) was the margin expansion and the revenue drivers that were going in the right direction. All of that has gone the other way. All the drivers that have been driving this down, are actually turning it around.

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Mike S. Newton, CIM FCSI

Director & Portfolio Manager, Scotia Wealth Management

Price: $77.170
Owned: Yes

2016-06-07

BUY
Canadian National R.R. (CNR-T)

Has owned this since 1997. Gives you dividend growth roughly in the 20% range per year. The lowest cost rail in North America, because they have both east-west and north south connections, from Winnipeg to Mexico City and coast-to-coast. They also own 25% of the container port in Prince Rupert.

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David Driscoll

President & CEO, Liberty International Investment Management Inc

Price: $77.440
Owned: Yes

2016-06-06

BUY
Canadian National R.R. (CNR-T)

Great company.  The rails have been tough recently.  He recently exited CSX rail.  CNR-T is in much better shape.  He would continue to hold it, but you have to be patient.  Start to buy for the long term.

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Barry Schwartz

CIO & Portfolio Manager, Baskin Wealth Management

Price: $77.430
Owned: Yes

2016-05-10

PAST TOP PICK
Canadian National R.R. (CNR-T)

(A Top Pick Aug 18/15. Up 0.53%.) Bought this at $80, and wrote an $80 Call reducing the price to $77.11, that was the net cost. If you had bought this without writing the Call you would be down 2.5%-3%. By doing it this way he is up a little bit and still owns the stock and collected the dividends in the process.

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Richard Croft

President, R.N. Croft Financial Group Inc.

Price: $77.370
Owned: Yes

2016-05-09

TOP PICK
Canadian National R.R. (CNR-T)

If you believe in the North American economy, which he does, rails are a great way to play it. Prefers this over Canadian Pacific (CP-T) although there is nothing wrong with CP. This has been the cream of the crop in terms of performance, which will continue going forward.

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Peter Brieger

Chairman & Chief Executive Officer, GlobeInvestment Capital Management

Price: $75.910
Owned: Yes

2016-05-04

BUY
Canadian National R.R. (CNR-T)

(Market Call Minute) These guys are little ahead of the curve.  The rails are just too cheap relative to their 5 year average.

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Greg Newman

Director & Portfolio Manager, Scotia Wealth Management

Price: $75.930
Owned: Unknown

2016-04-28

PAST TOP PICK
Canadian National R.R. (CNR-T)

(A Top Pick May 1/15. Down 0.02%.) Just had a big drop on Tuesday. Has started to rebound, and from now on they will be there. Thinks it will go back into the low $80s.

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Bruce Campbell (1)

President, Campbell and Lee InvMngmnt

Price: $78.680
Owned: Yes

2016-04-26

COMMENT
Canadian National R.R. (CNR-T)

They cut their outlook, which is unusual in a sense, because going into the quarter it was a fairly low estimate in terms of the bar they had to go over. Numbers were not too bad from a volume perspective. He would have thought it would have been a little more bullish as they are a company that are relying on the consumer and less relying on the bulk, where Canadian Pacific (CP-T) tends to be.

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John Stephenson

President & CEO, Stephenson & Company Capital Management

Price: $78.570
Owned: Unknown

2016-04-18

COMMENT
Canadian National R.R. (CNR-T)

Rails have acted a lot like the resource sector. It is kind of range bound and he would like to see it get above its high of $83-$84. It will go, so long as the resources go, and financials to a certain degree.

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Hap (Robert) Sneddon FCSI

Chief Portfolio Manager & Founder, Castlemoore Inc.

Price: $81.260
Owned: Unknown

2016-04-14

WATCH
Canadian National R.R. (CNR-T)

CP-T vs. CNR-T.  CP-T’s model price is $191.20, bang on its market price.  CNR-T is cheaper, model price is $101.80, or a 25% upside.  Buy CNR-T at $72.65.

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Brian Acker, CA

Chief Executive Officer, President and Chief Inves, Acker Finley Inc.

Price: $82.370
Owned: Unknown

2016-04-01

COMMENT
Canadian National R.R. (CNR-T)

Has an analyst friend that recommends a Pair trade going Long on this and Shorting Canadian Pacific (CP-T), and he is going to defer to him that this rail looks good.

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Allan Meyer

VP & Portfolio Manager, Wickham Investment Counsel

Price: $81.120
Owned: Unknown

2016-03-28

COMMENT
Canadian National R.R. (CNR-T)

Has been one of the greatest Canadian success stories on dividend growth. Also, has terrific free cash flow every year. They continue to have record profits. Prefers CSX Corp (CSX-Q) because of possible consolidations in the US railroads.

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Barry Schwartz

CIO & Portfolio Manager, Baskin Wealth Management

Price: $80.320
Owned: Yes

2016-03-22

TOP PICK
Canadian National R.R. (CNR-T)

It is his favourite railway in North America.  It is the best run and most profitable.  It has less resource exposure than other railways.  They have a great north/south presence and they solved their ‘Chicago’ problem.  The dividend is not high, but it grows regularly.

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Norman Levine

Managing Director, Portfolio Management Corp

Price: $79.560
Owned: Yes

2016-03-04

COMMENT
Canadian National R.R. (CNR-T)

Seems to run into resistance around the $79-$80 level. It is now back challenging that level again, and at the same time the US economy is perking along. There seems to be lots of business for the railroads. He would like to see it break out, and if it does, it could be $85-$90 or higher.

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David Cockfield

Managing Director, Northland Wealth Management

Price: $78.820
Owned: Yes

2016-02-23

COMMENT
Canadian National R.R. (CNR-T)

Canadian Pacific (CP-T) or Canadian National (CNR-T) and oil? All of the excitement on Canadian Pacific was crude by rail which was where a lot of their growth came from. Multiples got hit pretty hard when oil came off, and they had to back away from that part of their growth. This one was hit as well. Both benefit from being widely diversified and both have great operating ratios. If oil turned around, he would expect that both would participate, but CP a little more so.

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James Telfser

Partner & Portfolio Manager, Aventine Management Group

Price: $78.520
Owned: No

2016-02-22

BUY on WEAKNESS
Canadian National R.R. (CNR-T)

Likes this rail, but hasn’t bought more. It recently had a rise. If it pulled back to $71-$75, he would be a buyer, but preferably closer to $71. This is the best of the pack. If you believe in the US recovery, which he does, this rail is ideally placed.

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Peter Brieger

Chairman & Chief Executive Officer, GlobeInvestment Capital Management

Price: $78.810
Owned: Yes

2016-02-19

COMMENT
Canadian National R.R. (CNR-T)

Canadian National (CNR-T) or Canadian Pacific (CP-T)? Very similar, but CP has had the better of the run of the 2 and has come back down. However, right now this one looks like the one he would rather have. Seems to be less volatile and a little more of a straight run. A little bit more of a “steady Eddie” going up, and is now sort of plateauing, ready to make the next move up.

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Elliot Fishman

Director, US & International Equity Trading Portfolio Adviso

Price: $78.480
Owned: Unknown

2016-02-12

TOP PICK
Canadian National R.R. (CNR-T)

(Canada is cheap from a cyclical basis, so his 3 Top Picks are ones that fit that theme and are cheap with good price momentum.) Transports led the market down, however at this point they are starting to lead. He is seeing a divergence between transports and the broad market. This is best in class. Great set of assets. Valuation has always been strong. Scores in the top 20% for low volatility. This is one to hold for the long-term, and will benefit from a cyclical recovery. Dividend yield of 1.96%.

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Jason Mann

CIO & Co-Founder, Edgehill Patners

Price: $76.540
Owned: Yes

2016-02-01

TOP PICK
Canadian National R.R. (CNR-T)

2.8% bond maturing Sept 22/25 at $102. He is all for quality these days and this is a solid single A credit that has zero problems on the credit side. There are very few of these kinds of bonds in Canada.

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Hank Cunningham

Fixed Income Strategist, Odlum Brown Limited

Price: $74.450
Owned: Yes

2016-01-27

BUY
Canadian National R.R. (CNR-T)

It is starting to get a little more attractive down here.  This one has held up a little better than CP-T because of less exposure to commodities.  We are closer to the end of the down cycle in commodities and you have to buy the rails in advance.  You might be early getting in now, but 2 to 3 years from now you will be happy.

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Don Lato

President, Padlock Investment Management

Price: $71.740
Owned: Unknown

2016-01-19

DON'T BUY
Canadian National R.R. (CNR-T)

Falling demand in Asia has led to weak commodity prices and weak demand for commodities. Because of this, rails in general have been difficult. Transport as a whole is behaving very poorly. He wouldn’t try to pick a bottom, but would rather wait to see something turn for the better. A great company and is really well run.

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David Burrows

President & Chief Investment Strategist, Barometer Capital Management

Price: $71.700
Owned: Unknown

2016-01-18

WAIT
Canadian National R.R. (CNR-T)

The rails have had a difficult last 12 months.  There was a decline in shipments from the agricultural sector.  Crude by rail is declining and the fracking sand shipments are declining also.  Coal is a big component, too.  Intermodal traffic is also weak.  He thinks it is early to be in the rails.

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John Wilson

CEO; Co-CIO & Sr Portfolio Manager, Sprott Asset Management

Price: $73.200
Owned: Unknown

2016-01-13

COMMENT
Canadian National R.R. (CNR-T)

Oil prices will have an effect on all of the rails, based on their shipping oil. Production is going to slow down and we haven’t seen the bottom of that yet. The ability to increase prices has been a big driver of their earnings and revenues over recent years. With the economy slowing down, this is going to occur less and less. This will be a tough stock to keep owning.

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Zachary Curry

Chief Operating Officer & Portfolio Manager, Davis-Rea Ltd.

Price: $72.900
Owned: Unknown

2016-01-04

BUY
Canadian National R.R. (CNR-T)

Has been hit like all the rails recently.  There will be less energy moved and the economy will be soft this year.  They can extract some earnings growth through lower costs.  He likes it here.

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Bruce Campbell (1)

President, Campbell and Lee InvMngmnt

Price: $76.470
Owned: Yes

2015-12-30

TOP PICK
Canadian National R.R. (CNR-T)

A great name to own in this kind of environment when returns look dicey. North American rails have become a little more popular as a result of what Canadian Pacific (CP-T) is doing with Norfolk Southern. This is the best operating company in North America. Their operating ratio is low. Great allocators of capital. Dividend yield of 1.6%.

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Lyle Stein

Sr. Portfolio & Managing Director, Vestcap Investment Management

Price: $78.370
Owned: Yes

2015-12-22

HOLD
Canadian National R.R. (CNR-T)

Good name. Technically the charts don’t show that you are going to get a whole lot of chances to get it a lot cheaper. Volumes have been steady. It seems to get stuck at around $90. Thinks it is going to stay in the kind of channel it has been in for a while.

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Elliot Fishman

Director, US & International Equity Trading Portfolio Adviso

Price: $78.970
Owned: Unknown

2015-12-15

COMMENT
Canadian National R.R. (CNR-T)

From a seasonal perspective, transportation really comes into play in March and April. This is a good company and there is a lot going on in the rail sector right now. The rails got ahead of themselves back in 2014 on their average overall P/E ratio. The chart shows it is forming a little descending triangle. If it breaks below that, that would be negative. If there is an uptick, it would be good to step into this one, perhaps before it seasonal period.

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Brooke Thackray

President, Jov Investment Management

Price: $74.850
Owned: Unknown

2015-12-14

BUY
Canadian National R.R. (CNR-T)

He likes this company, mainly because he likes the growth in North America. The growth will benefit the rails in general, but specifically this one.

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Peter Brieger

Chairman & Chief Executive Officer, GlobeInvestment Capital Management

Price: $74.080
Owned: Yes

2015-12-10

DON'T BUY
Canadian National R.R. (CNR-T)

One of the better operators in North America.  It is not super cheap.  They have less commodity exposure than CP-T.  They are not cheap enough right now to buy.  He would prefer CP-T in that case.  He does not see growth in earnings this year.

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Bruce Tatters

Founding Partner and CIO, Triumph Asset Management

Price: $73.500
Owned: No

2015-12-10

COMMENT
Canadian National R.R. (CNR-T)

If you don’t think oil is going to be surging higher, this is a really great place to be. If you are looking at this based on what is going on in the market right now, which will probably last anywhere from 3 to 6 months, he would consider buying a Call Option. It gives you leverage and exposure to a very good railway company, and there is a lot of interest in this space right now. He would do a $74 Strike 6 months out.

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Richard Croft

President, R.N. Croft Financial Group Inc.

Price: $73.500
Owned: Unknown

2015-12-09

PAST TOP PICK
Canadian National R.R. (CNR-T)

(A Top Pick Dec 16/14. Down 2.07%.) Sold his holdings in September. A name that somewhere into the end of the year will very likely come back into his portfolio because of its growth profile and the yield.

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Mike S. Newton, CIM FCSI

Director & Portfolio Manager, Scotia Wealth Management

Price: $73.770
Owned: No

2015-12-08

COMMENT
Canadian National R.R. (CNR-T)

Key metrics to focus on comparing it to other railways? Network speed and operating ratios is something you look at in the rails. He sold his holdings and switched into Canadian Pacific (CP-T) where he sees more improvement in operating ratios. (See Top Picks.)

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Jeff Young

Co-CEO & CIO, NexGen Financial

Price: $72.980
Owned: No

2015-12-03

SELL
Canadian National R.R. (CNR-T)

Volumes on shipments on rails have come down. Those are headwinds towards the space for some time to come, until commodity prices start creeping back up again. 200 day moving average has been flat since late spring. If you own, consider trading when there is an opportunity when it comes off.

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Stan Wong

Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod

Price: $76.740
Owned: No

2015-11-30

WAIT
Canadian National R.R. (CNR-T)

Moves from the middle of October to April of each year.  We are in a trading range right now.  The trend is flat, close to its 20 day moving average.  Don’t buy right now.  Wait until it moves beyond the trading range.  Prefers IYT-T.

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Don Vialoux

Research Analyst, TimingTheMarket.CA & EquityClock.COM

Price: $79.710
Owned: Unknown

2015-11-27

COMMENT
Canadian National R.R. (CNR-T)

The only rail that he owns. He likes it because it was and continues to be the best run railway in North America. It is the most profitable. Has substantial operations in the US, so as the US economy starts to pick up, it will benefit. Doesn’t have the same commodity exposure as a lot of the others.

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Norman Levine

Managing Director, Portfolio Management Corp

Price: $79.670
Owned: Yes

2015-11-17

HOLD
Canadian National R.R. (CNR-T)

On a seasonal basis this does very well from October right through until about April of each year. Technically, the stock is in a trading range, and what you want is to be in the stock for a breakout above around $79. That would indicate a continuation of the trend.

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Don Vialoux

Research Analyst, TimingTheMarket.CA & EquityClock.COM

Price: $76.990
Owned: Unknown

2015-10-28

PAST TOP PICK
Canadian National R.R. (CNR-T)

(A Top Pick Dec 16/14. Up 8.12%.) Got a little bit worried about this in September. One of those names that you want to continue to own. Fairly valued at this point, so wait until it gets back down to around $70.

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Mike S. Newton, CIM FCSI

Director & Portfolio Manager, Scotia Wealth Management

Price: $81.790
Owned: Yes

2015-10-26

COMMENT
Canadian National R.R. (CNR-T)

He loves this rail. This has fairly restrained projected growth for 2016 at 4.1%. Trading at 17.4X earnings. Statistically you should be looking at the US rails rather than this, but this one is a great long-term story.

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Peter Brieger

Chairman & Chief Executive Officer, GlobeInvestment Capital Management

Price: $81.810
Owned: Yes

2015-10-05

DON'T BUY
Canadian National R.R. (CNR-T)

They are having their problems.  It is a macro call.  They had a correction which they should have had.  Rail car shippings are down.  Oil shipments are down.  They have to invest more in their rolling stock due to regulatory measures.  They trade at lofty valuations.  He is staying away from the whole group.

Transportation
John O'Connell, CFA

Chairman and CEO, Davis Rea

Price: $77.260
Owned: No

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