Canadian National R.R. (CNR-T) Stock Predictions - Stockchase
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Canadian National R.R. (CNR-T)

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Canadian National R.R.

CNR-T

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Canadian National R.R. (CNR-T) SAVE Jan, 23, 2019, 3:44 am

108.21 3.59 (3.21%)

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". More at Wikipedia

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COMMENT
He owns CNR-T instead. He likes their ownership and management and it has a good US footprint. CP-T has too big of a commodity exposure for him. He likes the outlook for railways overall.
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He owns CNR-T instead. He likes their ownership and management and it has a good US footprint. CP-T has too big of a commodity exposure for him. He likes the outlook for railways overall.
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Norman Levine

Managing D, Portfolio Management...

Price Price
$109.250
Owned Owned
No

PAST TOP PICK
(A Top Pick Dec 28/17, Up 7%) Growing economy, so rails will do well. Plus, pipelines are shut out. Great thing is they own 25% of the container port in Prince Rupert, so they can get oil to China faster. Dividend growth plus splits is how you grow your retirement income over time, without having to eat into capital. A quality company.
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(A Top Pick Dec 28/17, Up 7%) Growing economy, so rails will do well. Plus, pipelines are shut out. Great thing is they own 25% of the container port in Prince Rupert, so they can get oil to China faster. Dividend growth plus splits is how you grow your retirement income over time, without having to eat into capital. A quality company.
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David Driscoll

President , Liberty Internationa...

Price Price
$109.000
Owned Owned
Yes

WEAK BUY
Railroads. CNR-T vs. CP-T. Railroads are a great industry. A duopoly in Canada. CP-T is the more profitable operator and he favours it.
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Railroads. CNR-T vs. CP-T. Railroads are a great industry. A duopoly in Canada. CP-T is the more profitable operator and he favours it.
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Michael Simpson

Senior Vic, Sentry Investments...

Price Price
$109.000
Owned Owned
Unknown

BUY
He just bought CP-T in the last couple of days. There is a little up-tick after Dec 24th. He would buy it now. If it breaks below the $90 range then it may come down further. The risk/reward is pretty low. He would pick it up now
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He just bought CP-T in the last couple of days. There is a little up-tick after Dec 24th. He would buy it now. If it breaks below the $90 range then it may come down further. The risk/reward is pretty low. He would pick it up now
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Hap (Robert) Sn

Chief Port, Castlemoore Inc....

Price Price
$106.420
Owned Owned
Unknown

COMMENT
Rail is not the preferred way to move oil, because it's expensive. One of the best long-term stewards of capital. Reluctant to put money into rail cars, which will be obsolete as soon as pipelines get built. Some upside to this stock from crude by rail, but not overly material.
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Rail is not the preferred way to move oil, because it's expensive. One of the best long-term stewards of capital. Reluctant to put money into rail cars, which will be obsolete as soon as pipelines get built. Some upside to this stock from crude by rail, but not overly material.
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Brian Madden

Senior VP , Goodreid Investment ...

Price Price
$104.970
Owned Owned
Unknown

PAST TOP PICK
(A Top Pick Dec 20/17, Up 1%) Good balance sheet and fundamentals. Buy during dips to average down. A world-class company.
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(A Top Pick Dec 20/17, Up 1%) Good balance sheet and fundamentals. Buy during dips to average down. A world-class company.
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Darren Sissons

Vice Presi, Campbell Lee & Ross...

Price Price
$103.360
Owned Owned
Yes

BUY
It is one of those great Canadian companies with a monopoly There is only two companies in Canada. This is a name you should always own because you don’t have a competitive pressure on it. Crude by rail is not a huge impact to either railroad company either way. Earnings have not fallen on CNR-T because they continue to move things regardless of growth rates in China. He buys it because he has cash.
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It is one of those great Canadian companies with a monopoly There is only two companies in Canada. This is a name you should always own because you don’t have a competitive pressure on it. Crude by rail is not a huge impact to either railroad company either way. Earnings have not fallen on CNR-T because they continue to move things regardless of growth rates in China. He buys it because he has cash.
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Lyle Stein

Sr. Portfo, Vestcap Investment M...

Price Price
$98.760
Owned Owned
Yes

DON'T BUY
It got way up to its fair value. It is coming down. Its fair value is $90 in his opinion.
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It got way up to its fair value. It is coming down. Its fair value is $90 in his opinion.
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Ross Healy

Chairman, Strategic Analysis C...

Price Price
$98.760
Owned Owned
No

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

December 28, 2018

Pullback of about 20% from the highs. Likes adding exposure here. Good longer-term, strong company and strong chart. Yield is 1.8%. (Analysts’ price target is $120.73)
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Pullback of about 20% from the highs. Likes adding exposure here. Good longer-term, strong company and strong chart. Yield is 1.8%. (Analysts’ price target is $120.73)
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Javed Mirza

Technical , Canaccord Genuity ...

Price Price
$100.560
Owned Owned
Yes

BUY
Canadian National R.R.(CNR-T) 

December 10, 2018

CP vs. CN It's as good as the Canadian economy. Ottawa's policies haven't been kind to our economy. CP vs. CN depends on their pricing at a given time. CN has a better network across North America, whereas CP is more Canadian. Both are good railroads.
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CP vs. CN It's as good as the Canadian economy. Ottawa's policies haven't been kind to our economy. CP vs. CN depends on their pricing at a given time. CN has a better network across North America, whereas CP is more Canadian. Both are good railroads.
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Michael Sprung

President, Sprung Investment Ma...

Price Price
$105.400
Owned Owned
Unknown

BUY
Canadian National R.R.(CNR-T) 

November 23, 2018

Jan.7 optimal buy date. April 18 optimal sell date. CNR has held up very well during this correction. It has an uptrend trend, with resistance at $118. It's still above its 200-day moving average. The low price of oil can pressure its business.
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Jan.7 optimal buy date. April 18 optimal sell date. CNR has held up very well during this correction. It has an uptrend trend, with resistance at $118. It's still above its 200-day moving average. The low price of oil can pressure its business.
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Jon Vialoux

Research A, CastleMoore Inc....

Price Price
$112.220
Owned Owned
Unknown

HOLD
Canadian National R.R.(CNR-T) 

November 16, 2018

If you didn’t have it, it’s trending higher, and he’d buy it here. If this is a holding, there’s no reason in the world why you would sell it.
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If you didn’t have it, it’s trending higher, and he’d buy it here. If this is a holding, there’s no reason in the world why you would sell it.
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Elliott Fishman

Director o, Trading Services Gro...

Price Price
$112.800
Owned Owned
Unknown

BUY
He is quite happy to own this one. CNR-T is more inter-modal and has more US presence, whereas CP-T is more commodity based and is more east-west.
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He is quite happy to own this one. CNR-T is more inter-modal and has more US presence, whereas CP-T is more commodity based and is more east-west.
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Norman Levine

Managing D, Portfolio Management...

Price Price
$113.160
Owned Owned
No

BUY
CP-T vs. CNR-T. They will trade in tandem. CNR has $100 as an entry point. CP-T should be bought at $250 or $225. There will be a consolidation period for a couple of months so you can pick away at the names. CP-T has taken over leadership in terms of relative performance.
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CP-T vs. CNR-T. They will trade in tandem. CNR has $100 as an entry point. CP-T should be bought at $250 or $225. There will be a consolidation period for a couple of months so you can pick away at the names. CP-T has taken over leadership in terms of relative performance.
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Javed Mirza

Technical , Canaccord Genuity ...

Price Price
$111.500
Owned Owned
Yes

BUY

CN-T or CP-T? He owns CN and CSX in the U.S. He likes CN for its north-south traffic to the States--it's safer. CP is east-west (more Canadian). CN will benefit from shipping out Alberta oil to California. It costs $12 per barrel to ship it, but the low WCS cost makes it still worth it.

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CN-T or CP-T? He owns CN and CSX in the U.S. He likes CN for its north-south traffic to the States--it's safer. CP is east-west (more Canadian). CN will benefit from shipping out Alberta oil to California. It costs $12 per barrel to ship it, but the low WCS cost makes it still worth it.

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Bruce Campbell

President, Campbell and Lee Inv...

Price Price
$107.670
Owned Owned
Yes

BUY

CNR vs CPR. He likes both CNR and CPR.  They are bell weathers on the Canadian economy.  There are high barriers to entry.  It is an oligopoly between the 2 names.  You can buy now and likely see double digit increase.  With the recent pullback, a good entry point. 

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CNR vs CPR. He likes both CNR and CPR.  They are bell weathers on the Canadian economy.  There are high barriers to entry.  It is an oligopoly between the 2 names.  You can buy now and likely see double digit increase.  With the recent pullback, a good entry point. 

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Cole Kachur

Senior Wea, ScotiaWealth Managem...

Price Price
$106.700
Owned Owned
No

BUY

They met yesterday's earnings. They've come a long way in past years to become the best railroad in its class. This has outperformed the TSX in the past 16 of 22 years. Trades at 17x earnings. Expects earnings growth. Definitely
consider it, especially for the long term. He respects it.

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They met yesterday's earnings. They've come a long way in past years to become the best railroad in its class. This has outperformed the TSX in the past 16 of 22 years. Trades at 17x earnings. Expects earnings growth. Definitely
consider it, especially for the long term. He respects it.

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Brian Madden

Senior VP , Goodreid Investment ...

Price Price
$107.790
Owned Owned
No

BUY

Good balance sheet, well-positioned and growing dividends. Doesn't know if crude by rails will surprise earnings, though it's a tailwind.

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Good balance sheet, well-positioned and growing dividends. Doesn't know if crude by rails will surprise earnings, though it's a tailwind.

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Chris Stuchberr

Portfolio , Wellington-Altus Pri...

Price Price
$110.700
Owned Owned
Unknown

TOP PICK

There's limited competition for them yet sustainable demand. Crude by rail helps given the lack of pipelines. Well-run with an extensive rail network. (1.7% dividend, Analysts' price target: $120.07)

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There's limited competition for them yet sustainable demand. Crude by rail helps given the lack of pipelines. Well-run with an extensive rail network. (1.7% dividend, Analysts' price target: $120.07)

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Paul Harris, CF

Portfolio , Avenue Investment Ma...

Price Price
$109.770
Owned Owned
Yes

BUY

She likes rails and owns CN Rail. Long-term, rails will do well, gaining business in crude oil. Rails will do well if the economy does well. They see good volume growth and pricing. 

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She likes rails and owns CN Rail. Long-term, rails will do well, gaining business in crude oil. Rails will do well if the economy does well. They see good volume growth and pricing. 

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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$111.850
Owned Owned
Yes

BUY
Canadian National R.R.(CNR-T) 

September 25, 2018

Railroads are drivers of the economy. They move the goods. The US economy is strong and so the railroads are strong. CN has a monopoly on the port of Prince Rupert, which is the closest port to Asia. CN will also be a big beneficiary of the lack of new pipelines in Canada. CP and CP are both gearing up to move more oil. This is more expensive than moving oil by pipelines, but it is necessary at this time.

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Railroads are drivers of the economy. They move the goods. The US economy is strong and so the railroads are strong. CN has a monopoly on the port of Prince Rupert, which is the closest port to Asia. CN will also be a big beneficiary of the lack of new pipelines in Canada. CP and CP are both gearing up to move more oil. This is more expensive than moving oil by pipelines, but it is necessary at this time.

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Norman Levine

Managing D, Portfolio Management...

Price Price
$113.970
Owned Owned
Yes

HOLD
Canadian National R.R.(CNR-T) 

September 19, 2018

A great company and they have executed their strategy well.  They have been moving more oil and sees them as a good long term hold.  Not necessarily the time to buy.  

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A great company and they have executed their strategy well.  They have been moving more oil and sees them as a good long term hold.  Not necessarily the time to buy.  

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Lyle Stein

Sr. Portfo, Vestcap Investment M...

Price Price
$111.360
Owned Owned
No

HOLD
Canadian National R.R.(CNR-T) 

September 14, 2018

It's had an uptrend since 2014. Trade issue resolution with the U.S. will have a huge impact on CNR. A solid name. Stick with it.

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It's had an uptrend since 2014. Trade issue resolution with the U.S. will have a huge impact on CNR. A solid name. Stick with it.

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Hap (Robert) Sn

Chief Port, Castlemoore Inc....

Price Price
$113.640
Owned Owned
Unknown

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

September 5, 2018

CP-T or CN-T? – They are both good to hold as the economy is improving.  CP-T is the resource based railway.  CN-T may be hurt more by current NAFTA talks, due to its focus on automotive shipments.  

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CP-T or CN-T? – They are both good to hold as the economy is improving.  CP-T is the resource based railway.  CN-T may be hurt more by current NAFTA talks, due to its focus on automotive shipments.  

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Rick Stuchberry

Portfolio , Wellington-Altus Pri...

Price Price
$113.960
Owned Owned
_N/A

BUY on WEAKNESS

In March it was down to $90.  Since then it has done nothing but go up.  He has a model price of $131.66, or a 14% upside.  Any sort of pull back you want to buy it.  He would love to buy it at $87.

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In March it was down to $90.  Since then it has done nothing but go up.  He has a model price of $131.66, or a 14% upside.  Any sort of pull back you want to buy it.  He would love to buy it at $87.

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Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$116.460
Owned Owned
Unknown

TOP PICK

A great story. Trading at 18 times earnings. Dividend yield 1.6%. it was a tough industry for many years, but it is much better now. Hard to replicate their network. They are overcoming their customer service problems. (Analysts’ price target is $117.09)

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A great story. Trading at 18 times earnings. Dividend yield 1.6%. it was a tough industry for many years, but it is much better now. Hard to replicate their network. They are overcoming their customer service problems. (Analysts’ price target is $117.09)

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Paul Harris, CF

Portfolio , Avenue Investment Ma...

Price Price
$116.460
Owned Owned
Yes

BUY on WEAKNESS

Positive with a long term uptrend, then a consolidation, then another uptrend started in mid-2018. It continues to make new all-time highs. Sees no reason to sell. Weakness at the $110 level, if you want to add.

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Positive with a long term uptrend, then a consolidation, then another uptrend started in mid-2018. It continues to make new all-time highs. Sees no reason to sell. Weakness at the $110 level, if you want to add.

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Javed Mirza

Technical , Canaccord Genuity ...

Price Price
$115.530
Owned Owned
Unknown

COMMENT

The Port of Prince Rupert is the fastest growing port in North America. This is the best way to come from Asia to North America. In addition, grain is coming into Prince Rupert to fill the empty containers for the trip back. The only railroad servicing Prince Rupert is CN. So even though tariffs are having an impact, CN is a big winner here.

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The Port of Prince Rupert is the fastest growing port in North America. This is the best way to come from Asia to North America. In addition, grain is coming into Prince Rupert to fill the empty containers for the trip back. The only railroad servicing Prince Rupert is CN. So even though tariffs are having an impact, CN is a big winner here.

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Norman Levine

Managing D, Portfolio Management...

Price Price
$116.600
Owned Owned
Unknown

DON'T BUY

CP vs. CNR? Lots to like about the rails, fuel efficient, easier to go to electric rail. Long-term, likes trains. Right now, locomotive shortage affecting both companies. Today, he’d buy CP over CNR. Both a bit cyclical, but if you’re patient and diversified, CP is the one you want to own.

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CP vs. CNR? Lots to like about the rails, fuel efficient, easier to go to electric rail. Long-term, likes trains. Right now, locomotive shortage affecting both companies. Today, he’d buy CP over CNR. Both a bit cyclical, but if you’re patient and diversified, CP is the one you want to own.

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Michael Decter

President , Lawrence Decter Inve...

Price Price
$116.370
Owned Owned
Unknown

PAST TOP PICK

(A Top Pick August 28/17 - Up 5%.)  Covered call selling JAN 100 calls. They were called away. 

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(A Top Pick August 28/17 - Up 5%.)  Covered call selling JAN 100 calls. They were called away. 

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Richard Croft

President, R.N. Croft Financial...

Price Price
$115.660
Owned Owned
No

TOP PICK

High barriers to entry. Pricing power. Rational competition. Yield 1.6%. not paying a lot for it. They are solving the customer service problems they had. (Analysts’ price target is $111.28)

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High barriers to entry. Pricing power. Rational competition. Yield 1.6%. not paying a lot for it. They are solving the customer service problems they had. (Analysts’ price target is $111.28)

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Paul Harris, CF

Portfolio , Avenue Investment Ma...

Price Price
$114.230
Owned Owned
Yes

PAST TOP PICK

(Past Top Pick on August 30, 2017, Up 12%) It's a great proxy on the Canadian economy with access to all the major shores. It quiet sneaked up to new highs after languishing a bit. Still the premier rail operator. Good management.

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(Past Top Pick on August 30, 2017, Up 12%) It's a great proxy on the Canadian economy with access to all the major shores. It quiet sneaked up to new highs after languishing a bit. Still the premier rail operator. Good management.

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Mike S. Newton,

Director &, Scotia Wealth Manage...

Price Price
$110.900
Owned Owned
Yes

BUY

What will be the impact of the trade war and tariffs on Canadian rails? He doesn't know, but wouldn't worry too much. Note that in the past month CNR has gone up while CP has gone down. CP may be more impacted, but it's also dealt with a strike. He prefers CNR and still likes it. They have the Chicago Advantage with their line running through Chicago without getting stuck in that huge hub. CNR is a great proxy on the Canadian economy.

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What will be the impact of the trade war and tariffs on Canadian rails? He doesn't know, but wouldn't worry too much. Note that in the past month CNR has gone up while CP has gone down. CP may be more impacted, but it's also dealt with a strike. He prefers CNR and still likes it. They have the Chicago Advantage with their line running through Chicago without getting stuck in that huge hub. CNR is a great proxy on the Canadian economy.

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Mike S. Newton,

Director &, Scotia Wealth Manage...

Price Price
$110.900
Owned Owned
Yes

HOLD

Wait for a pullback because the stock just popped higher, perhaps because of an analyst upgrade yesterday. This might be the wrong day to buy. She owns CN rather than CP. CN had some problems and it replaced its CEO last year. This seems to be working out well. CN needed to expand, because of increasing demand, and is now expanding. This is a play on the economy because they transport a broad base of goods. For both CN and CP they are benefiting from the lack of takeaway capacity for oil in the West. They are being disciplined requiring long-term contracts.

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Wait for a pullback because the stock just popped higher, perhaps because of an analyst upgrade yesterday. This might be the wrong day to buy. She owns CN rather than CP. CN had some problems and it replaced its CEO last year. This seems to be working out well. CN needed to expand, because of increasing demand, and is now expanding. This is a play on the economy because they transport a broad base of goods. For both CN and CP they are benefiting from the lack of takeaway capacity for oil in the West. They are being disciplined requiring long-term contracts.

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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$111.480
Owned Owned
Yes

COMMENT

CNR-T/CP-T and Tariffs.  It is very early to judge this.  Automotive is a small percent of their business.  Intermodal is a bigger issue.  He thinks companies that move goods around the world will go down if we are in a period of protracted trade wars.

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CNR-T/CP-T and Tariffs.  It is very early to judge this.  Automotive is a small percent of their business.  Intermodal is a bigger issue.  He thinks companies that move goods around the world will go down if we are in a period of protracted trade wars.

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Lyle Stein

Sr. Portfo, Vestcap Investment M...

Price Price
$106.000
Owned Owned
Unknown

COMMENT

CN Rail versus CP. He does not see the tariff war directly impacting the rail companies.  CN (CNR-T) is a little more exposed to cross-border trade, however.  CN is a core holding in his portfolio.  He does not hold CP.  He would not add to his position, rather would continue to hold.    

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CN Rail versus CP. He does not see the tariff war directly impacting the rail companies.  CN (CNR-T) is a little more exposed to cross-border trade, however.  CN is a core holding in his portfolio.  He does not hold CP.  He would not add to his position, rather would continue to hold.    

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Ryan Bushell

President, Newhaven Asset Manag...

Price Price
$105.790
Owned Owned
Yes

HOLD

He does not see the tariff war directly impacting the rail companies. CN (CNR-T) is a little more exposed to cross-border trade, however. CN is a core holding in his portfolio. He does not hold CP. He would not add to his position, rather would continue to hold.

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He does not see the tariff war directly impacting the rail companies. CN (CNR-T) is a little more exposed to cross-border trade, however. CN is a core holding in his portfolio. He does not hold CP. He would not add to his position, rather would continue to hold.

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Ryan Bushell

President, Newhaven Asset Manag...

Price Price
$105.790
Owned Owned
Yes

HOLD

It is a long term hold.  Around $110 there is a lot of technical resistance so you could take some money off the table short term.  A global recession would bring the stock down.

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It is a long term hold.  Around $110 there is a lot of technical resistance so you could take some money off the table short term.  A global recession would bring the stock down.

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Robert Lauzon

Deputy Chi, Middlefield Capital ...

Price Price
$105.260
Owned Owned
Unknown

COMMENT

Rails in general are benefiting from strong economy in North America, especially the US. All these companies have become more efficient, infrastructure plays. Trade wars are a risk. Generally, the rails are a good way to play North American economy.

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Rails in general are benefiting from strong economy in North America, especially the US. All these companies have become more efficient, infrastructure plays. Trade wars are a risk. Generally, the rails are a good way to play North American economy.

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Colin Stewart

CEO & Port, JC Clark Investments...

Price Price
$107.570
Owned Owned
Unknown

BUY

There is a concern that CNR grew volumes a lot in 2017, but now they have trouble moving volumes and with customer service now. Buy it and hold. They have pricing power and growth. This is a long-term hold. This trades at  slight premium to CP. Overall, a fine company.

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There is a concern that CNR grew volumes a lot in 2017, but now they have trouble moving volumes and with customer service now. Buy it and hold. They have pricing power and growth. This is a long-term hold. This trades at  slight premium to CP. Overall, a fine company.

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Bryden Teich

Portfolio , Avenue Investment Ma...

Price Price
$108.130
Owned Owned
Yes

HOLD

His entry point was $100. Industrials are a way to play mid-America, like grain and cars. There's only a modest upside now of 5% plus dividend at today's $109 share price.

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His entry point was $100. Industrials are a way to play mid-America, like grain and cars. There's only a modest upside now of 5% plus dividend at today's $109 share price.

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Bruce Campbell

President, Campbell and Lee Inv...

Price Price
$108.990
Owned Owned
Yes

DON'T BUY

They had a surge in volume, but suffered terrible weather and couldn't meet demand. The new CEO will attack these problems with new and more trains and tracks. Meanwhile, other rails like CSX are catching up. 

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They had a surge in volume, but suffered terrible weather and couldn't meet demand. The new CEO will attack these problems with new and more trains and tracks. Meanwhile, other rails like CSX are catching up. 

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Mario Mainelli,

Portfolio , Caldwell Investment ...

Price Price
$102.200
Owned Owned
Unknown

BUY

It's a solid industrial company that's seen a slight pullback. A good long-term hold, a play on the economy, particularly in the west to transport oil where there's tremendous demand (from a lack of pipelines).

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It's a solid industrial company that's seen a slight pullback. A good long-term hold, a play on the economy, particularly in the west to transport oil where there's tremendous demand (from a lack of pipelines).

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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$102.080
Owned Owned
Unknown

BUY

Relatively cheap compared to its peers. Cost increases. He is modeling 9% earnings growth. You can write a put. The trend is good over a couple of years.

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Relatively cheap compared to its peers. Cost increases. He is modeling 9% earnings growth. You can write a put. The trend is good over a couple of years.

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Greg Newman

Director &, Scotia Wealth Manage...

Price Price
$98.450
Owned Owned
No

PAST TOP PICK

(A Past Top Pick on Aug. 30, 2017, Down 0.17%) It's rallied 10% off the lows. The market reacted well to last week's earnings with a strong balance sheet. During the conference call, the CEO addressed several investor concerns, including bottlenecks. Bad weather hasn't helped. It's his worst-performing stock of the past 12 months, but he'll hold on. 

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(A Past Top Pick on Aug. 30, 2017, Down 0.17%) It's rallied 10% off the lows. The market reacted well to last week's earnings with a strong balance sheet. During the conference call, the CEO addressed several investor concerns, including bottlenecks. Bad weather hasn't helped. It's his worst-performing stock of the past 12 months, but he'll hold on. 

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Mike S. Newton,

Director &, Scotia Wealth Manage...

Price Price
$99.170
Owned Owned
Yes

WATCH

They have been struggling.  It is a great franchise.  Consolidation has been the story and this has been a great story since the early '90s.  They are well run but we ran into problems with weather.  We are not building a third rail line in Canada.  The issue is valuation.  They are trading at much higher multiples than they have.  He is watching it.  You could put it away for 20 years and not worry.

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They have been struggling.  It is a great franchise.  Consolidation has been the story and this has been a great story since the early '90s.  They are well run but we ran into problems with weather.  We are not building a third rail line in Canada.  The issue is valuation.  They are trading at much higher multiples than they have.  He is watching it.  You could put it away for 20 years and not worry.

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Lyle Stein

Sr. Portfo, Vestcap Investment M...

Price Price
$99.900
Owned Owned
Unknown

BUY

There is rational competitors and high barriers of entry. That is why he really likes the industry. Pricing power is important. The problem they have is they took on a lot of business in the last while and some of these customers are not happy. There are some issues there. One of the best networks around.

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There is rational competitors and high barriers of entry. That is why he really likes the industry. Pricing power is important. The problem they have is they took on a lot of business in the last while and some of these customers are not happy. There are some issues there. One of the best networks around.

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Paul Harris, CF

Portfolio , Avenue Investment Ma...

Price Price
$99.900
Owned Owned
Yes

BUY on WEAKNESS

He would love to be a buyer near $85.  The model is calling for 17% upside at current price levels.  Current management instability may help push it down to his target buy level. 

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He would love to be a buyer near $85.  The model is calling for 17% upside at current price levels.  Current management instability may help push it down to his target buy level. 

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Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$98.460
Owned Owned
No

WATCH

Earnings were just announced and are in line with expectations. They've have service problems--trains sitting in dockyards and moving slowly. Did they fire the CEO as a result? But this is an interesting opportunity now as the economy improves. He's looking at it. Expects 7-10% earnings growth compounded over the long term.

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Earnings were just announced and are in line with expectations. They've have service problems--trains sitting in dockyards and moving slowly. Did they fire the CEO as a result? But this is an interesting opportunity now as the economy improves. He's looking at it. Expects 7-10% earnings growth compounded over the long term.

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Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$96.580
Owned Owned
No

SELL ON STRENGTH

The rail sector is very, very cyclical.  If industrials are doing well, then the rails should be doing well.  He thinks 2019/20 is when the next recession hits and the rails will do badly then.  He would avoid the rails a bit.

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The rail sector is very, very cyclical.  If industrials are doing well, then the rails should be doing well.  He thinks 2019/20 is when the next recession hits and the rails will do badly then.  He would avoid the rails a bit.

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Larry Berman CF

Chief Inve, ETF Capital Manageme...

Price Price
$94.740
Owned Owned
Unknown

BUY

He has owned this for a long time. Because of the better infrastructure layout, he prefers them over CP. He just doubled their position recently, cognizant of the issues with the new management changes. The infrastructure cannot be replicated, but it still has to be run well.

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He has owned this for a long time. Because of the better infrastructure layout, he prefers them over CP. He just doubled their position recently, cognizant of the issues with the new management changes. The infrastructure cannot be replicated, but it still has to be run well.

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Bill Harris, CF

Portfolio , Avenue Investment Ma...

Price Price
$93.760
Owned Owned
Yes

TOP PICK

It has gone through a lot of changes recently.  They had a tough winter.  They had capacity constraints.  It is the cheapest it has been in years.  He models 9% earnings per share growth.  They can fix their issues.  They should be trading at a premium.  (Analysts’ target: $104.94).

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It has gone through a lot of changes recently.  They had a tough winter.  They had capacity constraints.  It is the cheapest it has been in years.  He models 9% earnings per share growth.  They can fix their issues.  They should be trading at a premium.  (Analysts’ target: $104.94).

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Greg Newman

Director &, Scotia Wealth Manage...

Price Price
$94.160
Owned Owned
Yes

COMMENT

What company do you prefer CN Rail (CNR-T) or TransCanada (TRP-T)? He likes both. Near term he likes a little more Transcanada (TRP-T) as it is an asset class that is in shortage now. CN Rail (CNR-T) took the cost cutting a little too far and is struggling a little but long term they are a great business.

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What company do you prefer CN Rail (CNR-T) or TransCanada (TRP-T)? He likes both. Near term he likes a little more Transcanada (TRP-T) as it is an asset class that is in shortage now. CN Rail (CNR-T) took the cost cutting a little too far and is struggling a little but long term they are a great business.

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Alex Ruus

Portfolio , Arrow Capital Manage...

Price Price
$94.160
Owned Owned
Unknown

COMMENT

CN (CNR-T) versus CP (CP-T).  He would love to see CNR-T to pullback to $83 and has a model price of $120.  He has a model price on CP-T of $261.   There is more upside potential on CNR-T.

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CN (CNR-T) versus CP (CP-T).  He would love to see CNR-T to pullback to $83 and has a model price of $120.  He has a model price on CP-T of $261.   There is more upside potential on CNR-T.

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Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$96.660
Owned Owned
Unknown

TOP PICK

A core holding. Dividend grower, increasing 10% this year. It has had its challenges, but the good news is their volume growth exceeded expectations. They have congestion problems in the west and the U.S. They're spending a lot of money with 60 new locomotives and 300 more train crews. Will right itself in the second half of 2018. Earnings YOY may be flat, but should rise 10% next year. There's more to the story in the recent CEO change. Maybe he was an interim CEO all long. (Analysts' price target is $105.61.)

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A core holding. Dividend grower, increasing 10% this year. It has had its challenges, but the good news is their volume growth exceeded expectations. They have congestion problems in the west and the U.S. They're spending a lot of money with 60 new locomotives and 300 more train crews. Will right itself in the second half of 2018. Earnings YOY may be flat, but should rise 10% next year. There's more to the story in the recent CEO change. Maybe he was an interim CEO all long. (Analysts' price target is $105.61.)

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Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$94.090
Owned Owned
Yes

BUY on WEAKNESS

It went sideways in 2017.  There was almost no reaction today to a change in the CEO.  It is not an expensive stock right now.  You could buy closer to the recent lows.

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It went sideways in 2017.  There was almost no reaction today to a change in the CEO.  It is not an expensive stock right now.  You could buy closer to the recent lows.

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Larry Berman CF

Chief Inve, ETF Capital Manageme...

Price Price
$97.150
Owned Owned
Unknown

BUY

He agrees with a viewer’s comment that this is part of the backbone of the Canadian economy. The rails are great to own long-term. However, NAFTA changes could interfere with CN, which is very big in the intermodal business. It fills a lot of boxcars that it transports across Canada and through the United States, and to Mexico. CN is also having trouble servicing all of the new capacity that it took on last year. He prefers CN to CP. Increasing pipeline capacity will not harm CN by taking oil-transportation business away from CN, because CN is so busy that it can’t currently take advantage of the opportunity to carry lots more oil, so when that opportunity declines, there won’t be much business lost. He added to his CN position a month ago.

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He agrees with a viewer’s comment that this is part of the backbone of the Canadian economy. The rails are great to own long-term. However, NAFTA changes could interfere with CN, which is very big in the intermodal business. It fills a lot of boxcars that it transports across Canada and through the United States, and to Mexico. CN is also having trouble servicing all of the new capacity that it took on last year. He prefers CN to CP. Increasing pipeline capacity will not harm CN by taking oil-transportation business away from CN, because CN is so busy that it can’t currently take advantage of the opportunity to carry lots more oil, so when that opportunity declines, there won’t be much business lost. He added to his CN position a month ago.

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Bryden Teich

Portfolio , Avenue Investment Ma...

Price Price
$97.490
Owned Owned
Yes

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

February 16, 2018

Canadian National (CNR-T) vs Canadial Pacific (CP-T). He owns CNR-T and thinks CP is more commodity based (grains and agriculture and lumber). CNR-T moves more goods. Oil companies are careful to over committing to rail, because it is more expensive to ship than by pipe. Buy CP if you thing more commodity shipments will occur. Buy CN if you think more inter-modal goods will be shipped.

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Canadian National (CNR-T) vs Canadial Pacific (CP-T). He owns CNR-T and thinks CP is more commodity based (grains and agriculture and lumber). CNR-T moves more goods. Oil companies are careful to over committing to rail, because it is more expensive to ship than by pipe. Buy CP if you thing more commodity shipments will occur. Buy CN if you think more inter-modal goods will be shipped.

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Norman Levine

Managing D, Portfolio Management...

Price Price
$95.640
Owned Owned
Yes

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

February 13, 2018

Neutral. Earnings are pretty good, but the commodities business is skaky. If NAFTA goes down, what happens to cross-border traffic? Too uncertain.

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Neutral. Earnings are pretty good, but the commodities business is skaky. If NAFTA goes down, what happens to cross-border traffic? Too uncertain.

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David Baskin

President, Baskin Wealth Manage...

Price Price
$95.280
Owned Owned
Unknown

HOLD

They are going to be shipping more goods in the future. Kind of a cyclical business. This should be a core holding in a portfolio if you own it. He would be all over it if it fell to $90.

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They are going to be shipping more goods in the future. Kind of a cyclical business. This should be a core holding in a portfolio if you own it. He would be all over it if it fell to $90.

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Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$96.500
Owned Owned
No

WATCH

He watches all the rail stocks.  It has struggled.  They came out and said that business is good but weather is bad and they will have near term hiccups.  At $90 you would have taken the risk out.

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He watches all the rail stocks.  It has struggled.  They came out and said that business is good but weather is bad and they will have near term hiccups.  At $90 you would have taken the risk out.

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Lyle Stein

Sr. Portfo, Vestcap Investment M...

Price Price
$97.880
Owned Owned
No

TOP PICK

The industry had many years that were terrible but then companies were bought and it has been rationalized. Good opportunity. Good pricing power. Good capacity on the oil side as he sees more oil being moved by rail particularly in Canada. It is a play on global growth as rail is efficient. It has underperformed CP lately and thinks it is going to catch up (Analysts' price target is $ 106.75).

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The industry had many years that were terrible but then companies were bought and it has been rationalized. Good opportunity. Good pricing power. Good capacity on the oil side as he sees more oil being moved by rail particularly in Canada. It is a play on global growth as rail is efficient. It has underperformed CP lately and thinks it is going to catch up (Analysts' price target is $ 106.75).

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Paul Harris, CF

Portfolio , Avenue Investment Ma...

Price Price
$97.880
Owned Owned
Yes

BUY

His long-term view on this is positive, having owned the stock since 1997. The economy is going to drive this company, so it depends on which way the economy goes. They were a little short on their earnings in the last quarter because they spent some money on locomotives. Somebody has to move the products regardless of what happens to NAFTA. This is the kind of stock you want to put in your portfolio.

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His long-term view on this is positive, having owned the stock since 1997. The economy is going to drive this company, so it depends on which way the economy goes. They were a little short on their earnings in the last quarter because they spent some money on locomotives. Somebody has to move the products regardless of what happens to NAFTA. This is the kind of stock you want to put in your portfolio.

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David Driscoll

President , Liberty Internationa...

Price Price
$98.040
Owned Owned
Yes

BUY

Just came out with their Q4. Revenue was in line but their costs were higher than expected, and the stock sold off. CapX got a little higher than expected as well. This still trades at a 1 point premium to Canadian Pacific and the rest of its peers. However, this is the prize in the rail space, and he models an easy 10% EPS over the next 5 years. He would buy this on the current dip.

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Just came out with their Q4. Revenue was in line but their costs were higher than expected, and the stock sold off. CapX got a little higher than expected as well. This still trades at a 1 point premium to Canadian Pacific and the rest of its peers. However, this is the prize in the rail space, and he models an easy 10% EPS over the next 5 years. He would buy this on the current dip.

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Greg Newman

Director &, Scotia Wealth Manage...

Price Price
$97.610
Owned Owned
Unknown

BUY on WEAKNESS

It is the north to south rail.  The rails benefit from lower US tax rates but NAFTA is a risk.  It is at the upper end of its range, as is CP-T.  CNR-T is discounting these things.  It would be a buy under $100.

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It is the north to south rail.  The rails benefit from lower US tax rates but NAFTA is a risk.  It is at the upper end of its range, as is CP-T.  CNR-T is discounting these things.  It would be a buy under $100.

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Bruce Campbell

President, Campbell and Lee Inv...

Price Price
$99.390
Owned Owned
Unknown

BUY

Railways are strong moat type companies, having a strong competitive advantage because of having tracks. The competition is relatively small. He likes this company a lot. They are going to be exposed to the business cycle just like any other cyclical type of company. Feels this is better run than Canadian Pacific (CP-T). Their ROE and growth metrics are better.

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Railways are strong moat type companies, having a strong competitive advantage because of having tracks. The competition is relatively small. He likes this company a lot. They are going to be exposed to the business cycle just like any other cyclical type of company. Feels this is better run than Canadian Pacific (CP-T). Their ROE and growth metrics are better.

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Jason Del Vicar

Portfolio , HollisWealth...

Price Price
$99.390
Owned Owned
Yes

COMMENT

He is a bit concerned with NAFTA on this. On any weakness on NAFTA, he would continue to peck away at owning this company.

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He is a bit concerned with NAFTA on this. On any weakness on NAFTA, he would continue to peck away at owning this company.

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Mike S. Newton,

Director &, Scotia Wealth Manage...

Price Price
$99.960
Owned Owned
Yes

COMMENT

(Market Call Minute.) A cyclical, but ironically enough. Very consistent performance record of beating the TSX in down markets, so it is sort of an all-weather stock.

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(Market Call Minute.) A cyclical, but ironically enough. Very consistent performance record of beating the TSX in down markets, so it is sort of an all-weather stock.

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Brian Madden

Senior VP , Goodreid Investment ...

Price Price
$99.960
Owned Owned
No

BUY on WEAKNESS

One of the staples in his portfolio. He will add or trim when it gets to certain levels. The issue with rails is that there is a lot of uncertainty with NAFTA. If something negative were to happen on the NAFTA front, rails would certainly be impacted. These are really great, long term consistent businesses, operating in a sort of oligopoly. It's one you want to own over the long-term. He would be a buyer on weakness.

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One of the staples in his portfolio. He will add or trim when it gets to certain levels. The issue with rails is that there is a lot of uncertainty with NAFTA. If something negative were to happen on the NAFTA front, rails would certainly be impacted. These are really great, long term consistent businesses, operating in a sort of oligopoly. It's one you want to own over the long-term. He would be a buyer on weakness.

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Bryden Teich

Portfolio , Avenue Investment Ma...

Price Price
$101.040
Owned Owned
Yes

BUY on WEAKNESS

Is the ripping up of NAFTA a serious concern for them? Long-term, a good economy means a good stock for this company. He expects the economy to be quite good in 2018 for both the US and Canada. A 15% pullback could be a possibility on a break up of NAFTA, but doesn't see anything disrupting their long-term business plan until a recession hits. If this stock drops below $100, that will be an opportunity. This is one you need to own if you want to own the North American economy.

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Is the ripping up of NAFTA a serious concern for them? Long-term, a good economy means a good stock for this company. He expects the economy to be quite good in 2018 for both the US and Canada. A 15% pullback could be a possibility on a break up of NAFTA, but doesn't see anything disrupting their long-term business plan until a recession hits. If this stock drops below $100, that will be an opportunity. This is one you need to own if you want to own the North American economy.

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Robert Lauzon

Deputy Chi, Middlefield Capital ...

Price Price
$101.870
Owned Owned
Unknown

BUY

It has been playing second fiddle to CP-T for the last 5 years.  It has always been the more efficient of the railways throughout North America.  There is no reason it can’t go to $110.  It is a solid play, but not for fast money.

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It has been playing second fiddle to CP-T for the last 5 years.  It has always been the more efficient of the railways throughout North America.  There is no reason it can’t go to $110.  It is a solid play, but not for fast money.

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David Baskin

President, Baskin Wealth Manage...

Price Price
$105.310
Owned Owned
Unknown

BUY
Canadian National R.R.(CNR-T) 

December 28, 2017

He likes the railways.  This is the one he owns.  It is a direct play on the economy. 

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He likes the railways.  This is the one he owns.  It is a direct play on the economy. 

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Norman Levine

Managing D, Portfolio Management...

Price Price
$103.910
Owned Owned
Yes

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

December 28, 2017

Because he doesn't own resources, but wants to participate if there is a rally in the next year or 2, he would rather be the shipper of resources. This company pretty much dominates Canada, being East/West and North/South. It also has an ownership in a container port in Prince Rupert BC. The deal they did with BC Rail back in early 2000 gives them a straight pass from Fort Murray to Prince Rupert. They are cost-effective and are using money to buy locomotives now, because of the bumper harvest in wheat. They’ve been growing the dividend every year by about 10%-20%. Dividend yield of 1.6%. (Analysts' price target is $110.)

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Because he doesn't own resources, but wants to participate if there is a rally in the next year or 2, he would rather be the shipper of resources. This company pretty much dominates Canada, being East/West and North/South. It also has an ownership in a container port in Prince Rupert BC. The deal they did with BC Rail back in early 2000 gives them a straight pass from Fort Murray to Prince Rupert. They are cost-effective and are using money to buy locomotives now, because of the bumper harvest in wheat. They’ve been growing the dividend every year by about 10%-20%. Dividend yield of 1.6%. (Analysts' price target is $110.)

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0 comments
David Driscoll

President , Liberty Internationa...

Price Price
$103.910
Owned Owned
Yes

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

December 27, 2017

Has been a great performer for many years. They have one of the best networks in North America. They benefited from having the best operations in North America. Has been a great compound of value in the long term. Owns Canadian Pacific (CP-T) instead. They both offer similar exposure. Good stock to own for the long term, but probably not the best opportunity to buy at this point given the rebound in economic growth and rail volumes.

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Has been a great performer for many years. They have one of the best networks in North America. They benefited from having the best operations in North America. Has been a great compound of value in the long term. Owns Canadian Pacific (CP-T) instead. They both offer similar exposure. Good stock to own for the long term, but probably not the best opportunity to buy at this point given the rebound in economic growth and rail volumes.

Transportation
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0 comments
Geoff Scott

Institutio, Cambridge Global Ass...

Price Price
$104.090
Owned Owned
No

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

December 20, 2017

A national champion and a serial dividend increaser. Buys back stock. Sells off real estate every now and again. It is a premier by the fact that the tracks are in places which cannot be duplicated, and it's a monopoly in those areas. Dividend yield of 1.6%. (Analysts' price target is $110.)

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A national champion and a serial dividend increaser. Buys back stock. Sells off real estate every now and again. It is a premier by the fact that the tracks are in places which cannot be duplicated, and it's a monopoly in those areas. Dividend yield of 1.6%. (Analysts' price target is $110.)

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Darren Sissons

Vice Presi, Campbell Lee & Ross...

Price Price
$104.420
Owned Owned
Yes

BUY
Canadian National R.R.(CNR-T) 

December 15, 2017

This probably has a better case for growth than Canadian Pacific (CP-T). Their 10% growth rate is pretty well in the bag with market share gain. They have slightly higher ORs than what the market expects, but that is probably in the stock. He likes this and it will probably go higher.

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This probably has a better case for growth than Canadian Pacific (CP-T). Their 10% growth rate is pretty well in the bag with market share gain. They have slightly higher ORs than what the market expects, but that is probably in the stock. He likes this and it will probably go higher.

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Greg Newman

Director &, Scotia Wealth Manage...

Price Price
$103.350
Owned Owned
Unknown

BUY

For long term? The rails are great stocks, they go through some difficult periods. It moved up in the later part of 2016 and 2017 and now it's consolidating again. You have to be patient. In the long term, it may possibly be moving back to its long term trend line. You may see that the rails move sideways for a little while. It’s a fine looking chart if you are in for the long term.

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For long term? The rails are great stocks, they go through some difficult periods. It moved up in the later part of 2016 and 2017 and now it's consolidating again. You have to be patient. In the long term, it may possibly be moving back to its long term trend line. You may see that the rails move sideways for a little while. It’s a fine looking chart if you are in for the long term.

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0 comments
Keith Richards

Portfolio , ValueTrend Wealth Ma...

Price Price
$99.870
Owned Owned
Unknown

PAST TOP PICK

(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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(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

President, Campbell and Lee Inv...

Price Price
$102.890
Owned Owned
Yes

COMMENT

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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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 , Liberty Internationa...

Price Price
$102.960
Owned Owned
Yes

COMMENT

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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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 , ValueTrend Wealth Ma...

Price Price
$103.810
Owned Owned
Unknown

WAIT

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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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 D, Northland Wealth Man...

Price Price
$104.220
Owned Owned
No

HOLD

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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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 & Port, JC Clark Investments...

Price Price
$104.540
Owned Owned
No

PAST TOP PICK

(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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(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

President, Campbell and Lee Inv...

Price Price
$102.980
Owned Owned
Yes

COMMENT

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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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 C...

Price Price
$101.390
Owned Owned
Unknown

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

September 20, 2017

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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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 Oper, Davis-Rea Ltd....

Price Price
$101.100
Owned Owned
No

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

September 19, 2017

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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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 &, Scotia Wealth Manage...

Price Price
$100.740
Owned Owned
Yes

BUY
Canadian National R.R.(CNR-T) 

September 12, 2017

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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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 & Mana, GlobeInvest Capital ...

Price Price
$99.660
Owned Owned
Yes

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

September 6, 2017

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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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 , Cambridge Global Ass...

Price Price
$99.220
Owned Owned
No

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

September 6, 2017

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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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 , ValueTrend Wealth Ma...

Price Price
$99.220
Owned Owned
No

TOP PICK

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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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,

Director &, Scotia Wealth Manage...

Price Price
$100.640
Owned Owned
Yes

PAST TOP PICK

(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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(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

President, Campbell and Lee Inv...

Price Price
$99.100
Owned Owned
Yes

TOP PICK

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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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...

Price Price
$99.100
Owned Owned
Yes

BUY

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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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 Inve, Leon Frazer & Associ...

Price Price
$99.810
Owned Owned
Yes

BUY

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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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 , Liberty Internationa...

Price Price
$99.910
Owned Owned
Yes

BUY on WEAKNESS

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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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 D, Portfolio Management...

Price Price
$100.000
Owned Owned
Yes

BUY

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

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(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

President, Campbell and Lee Inv...

Price Price
$101.210
Owned Owned
Unknown

COMMENT

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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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 , Stephenson & Company...

Price Price
$100.190
Owned Owned
Unknown

HOLD

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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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 & Chie, The Murray Wealth Gr...

Price Price
$99.780
Owned Owned
No

DON'T BUY

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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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

Research A, Horizons ETFs (Canad...

Price Price
$98.520
Owned Owned
Unknown

WAIT

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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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 D, Northland Wealth Man...

Price Price
$99.000
Owned Owned
Unknown

COMMENT

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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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 , ValueTrend Wealth Ma...

Price Price
$101.630
Owned Owned
Unknown

BUY on WEAKNESS

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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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) Sn

Chief Port, Castlemoore Inc....

Price Price
$103.220
Owned Owned
No

COMMENT

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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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

Portfolio , Forge First Asset Ma...

Price Price
$106.150
Owned Owned
No

BUY on WEAKNESS

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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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

President, Campbell and Lee Inv...

Price Price
$104.650
Owned Owned
Yes

COMMENT

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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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

President, Newhaven Asset Manag...

Price Price
$106.780
Owned Owned
Yes

WATCH

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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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 &, GlobeInvestment Capi...

Price Price
$107.010
Owned Owned
Yes

BUY

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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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 , Barometer Capital Ma...

Price Price
$106.020
Owned Owned
Yes

COMMENT

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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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 &, Scotia Wealth Manage...

Price Price
$107.570
Owned Owned
Unknown

BUY on WEAKNESS

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

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