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 Mar, 23, 2019, 8:39 am

116.20 0.96 (0.82%)

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

What the experts are saying about CNR-T



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Signal Opinion Expert
HOLD
As a value investor, he thinks the rails are expensive, and he doesn't think the economy will grow that fast to justify a big increase in rail stocks. Rails are good, steady players, though, and are managing costs well. Now, they're too expensive. He'd step in at 10-15% below current share prices.
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As a value investor, he thinks the rails are expensive, and he doesn't think the economy will grow that fast to justify a big increase in rail stocks. Rails are good, steady players, though, and are managing costs well. Now, they're too expensive. He'd step in at 10-15% below current share prices.
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Michael Sprung

President, Sprung Investment Ma...

Price Price
$115.360
Owned Owned
Unknown

PAST TOP PICK
(A Top Pick Mar 29/18, Up 28%) They beat in Q4, earnings up nearly 16%. They can grow their earnings 15% compounded annually.
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(A Top Pick Mar 29/18, Up 28%) They beat in Q4, earnings up nearly 16%. They can grow their earnings 15% compounded annually.
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Greg Newman

Director &, Scotia Wealth Manage...

Price Price
$117.960
Owned Owned
Yes

PAST TOP PICK
(A Top Pick Mar 07/18, Up 27%) Benefitted from shipping more oil by train (and the lack of pipelines). Their system was overloaded, but they've since spent money on more trains, so volumes have risen, all wonderful.
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(A Top Pick Mar 07/18, Up 27%) Benefitted from shipping more oil by train (and the lack of pipelines). Their system was overloaded, but they've since spent money on more trains, so volumes have risen, all wonderful.
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Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$117.400
Owned Owned
Yes

BUY
CNR-T vs. CP-T. It depends on your stage of life. CNR-T is more diversified. CP-T is more Canadian concentrated. He would go with CNR-T because of this. They should do better this year. If the economy got rougher, CP-T would drop off more.
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CNR-T vs. CP-T. It depends on your stage of life. CNR-T is more diversified. CP-T is more Canadian concentrated. He would go with CNR-T because of this. They should do better this year. If the economy got rougher, CP-T would drop off more.
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Teal Linde

Portfolio , Linde Equity Report...

Price Price
$117.130
Owned Owned
Unknown

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

February 20, 2019

Bullish on the stock. Upcoming quarter might be challenged because of the weather, so Q1 won't be as good as Q4. Pricing power is good, volume is increasing. A great business. Makes sense to hedge the first quarter, but she wouldn't worry about hedging this sector for a whole year.
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Bullish on the stock. Upcoming quarter might be challenged because of the weather, so Q1 won't be as good as Q4. Pricing power is good, volume is increasing. A great business. Makes sense to hedge the first quarter, but she wouldn't worry about hedging this sector for a whole year.
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Veronika Hirsch

Chief Inve, Arrow Capital...

Price Price
$113.390
Owned Owned
Unknown

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

February 15, 2019

Greater cash flow. Trains can be longer, more efficient. Costs going down, revenues up. Increased dividend by 18%. Sees no reason to sell. Yield is 1.93%. (Analysts’ price target is $119.05)
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Greater cash flow. Trains can be longer, more efficient. Costs going down, revenues up. Increased dividend by 18%. Sees no reason to sell. Yield is 1.93%. (Analysts’ price target is $119.05)
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David Driscoll

President , Liberty Internationa...

Price Price
$111.670
Owned Owned
Yes

BUY
Canadian National R.R.(CNR-T) 

February 14, 2019

The rails are fairly defensive. This one has so many inputs. They have a coast to coast network. It always scores well on price momentum and valuation and has a solid return on equity. It has a stable business. It has a small yield and lots of room to increase it.
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The rails are fairly defensive. This one has so many inputs. They have a coast to coast network. It always scores well on price momentum and valuation and has a solid return on equity. It has a stable business. It has a small yield and lots of room to increase it.
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Jason Mann

CIO & Co-F, Edgehill Patners...

Price Price
$110.150
Owned Owned
Yes

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

February 13, 2019

The rail business has been terrible for 50 years, but now has great pricing power and barriers to entry. Rails are in a sweet spot now because oil needs to be moved (and there aren't enough pipelines). Fine management. Rails are a great industry. (Analysts’ price target is $119.04)
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The rail business has been terrible for 50 years, but now has great pricing power and barriers to entry. Rails are in a sweet spot now because oil needs to be moved (and there aren't enough pipelines). Fine management. Rails are a great industry. (Analysts’ price target is $119.04)
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Paul Harris, CF

Portfolio , Avenue Investment Ma...

Price Price
$108.310
Owned Owned
Yes

BUY
Canadian National R.R.(CNR-T) 

February 12, 2019

In Canada, there are only two railways. CN's operating ratio is good. Their only negative is that they depend on price increases for growth. He doesn't see new pipelines, so crude by rail will continue to thrive. A definite long-term hold.
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In Canada, there are only two railways. CN's operating ratio is good. Their only negative is that they depend on price increases for growth. He doesn't see new pipelines, so crude by rail will continue to thrive. A definite long-term hold.
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Zachary Curry

Chief Oper, Davis-Rea Ltd....

Price Price
$108.300
Owned Owned
Unknown

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

February 11, 2019

The rail stocks since 2009 have been a group that's had a spectacular gain, all moving to price-to-book levels that have exceeded their histories. He doesn't see opportunities now to buy them cheap. CNR trades at current fair market value. Remember: it's late in the cycle and poised to decline from theese heights. You won't see these highs for decades.
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The rail stocks since 2009 have been a group that's had a spectacular gain, all moving to price-to-book levels that have exceeded their histories. He doesn't see opportunities now to buy them cheap. CNR trades at current fair market value. Remember: it's late in the cycle and poised to decline from theese heights. You won't see these highs for decades.
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Ross Healy

Chairman, Strategic Analysis C...

Price Price
$108.730
Owned Owned
Unknown

BUY
It is a great company and has been well managed over time. They grew about 12% on the dividend over time. He prefers a higher dividend vs. a higher growth of the dividend. CNR-T has had great pricing power over time. This one has a really defendable position.
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It is a great company and has been well managed over time. They grew about 12% on the dividend over time. He prefers a higher dividend vs. a higher growth of the dividend. CNR-T has had great pricing power over time. This one has a really defendable position.
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David Burrows

President , Barometer Capital Ma...

Price Price
$109.970
Owned Owned
Unknown

BUY on WEAKNESS
It has been a very stable and safe place to hide. He would be cautious entering at these levels.
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It has been a very stable and safe place to hide. He would be cautious entering at these levels.
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Chris Stuchberr

Portfolio , Wellington-Altus Pri...

Price Price
$109.000
Owned Owned
No

TOP PICK
Crude by rail is growing very fast. Incremental 3-4% growth, on top of the 8-10% earnings growth they provide. Diversified, chicken way to have exposure to the North American economy. In this environment, the low double-digit return makes the Top Pick. Yield is 1.97%. (Analysts’ price target is $118.62)
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Crude by rail is growing very fast. Incremental 3-4% growth, on top of the 8-10% earnings growth they provide. Diversified, chicken way to have exposure to the North American economy. In this environment, the low double-digit return makes the Top Pick. Yield is 1.97%. (Analysts’ price target is $118.62)
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Bruce Campbell

President, Campbell and Lee Inv...

Price Price
$109.000
Owned Owned
Yes

COMMENT
He hasn't seen today's after-hours report but it did beat EPS. It's a good stock, but be careful if it falls below $100.
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He hasn't seen today's after-hours report but it did beat EPS. It's a good stock, but be careful if it falls below $100.
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Jeff Parent B.

VP & Portf, Castlemoore Inc....

Price Price
$110.820
Owned Owned
Unknown

TOP PICK
Ex-CEO Hunter Harrison was superb at raising shareholder value. The best-run railroad in North America. There's limited competition, so there's a moat. They raise prices 2-3% annually along with volume growth. Attractive valuation. (Analysts’ price target is $117.56)
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Ex-CEO Hunter Harrison was superb at raising shareholder value. The best-run railroad in North America. There's limited competition, so there's a moat. They raise prices 2-3% annually along with volume growth. Attractive valuation. (Analysts’ price target is $117.56)
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Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$110.370
Owned Owned
Yes

BUY
Good looking chart. They are looking at it. Higher lows and higher highs.
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Good looking chart. They are looking at it. Higher lows and higher highs.
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Keith Richards

Portfolio , ValueTrend Wealth Ma...

Price Price
$110.000
Owned Owned
Unknown

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

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