Canadian National R.R. | StockChase
949
Canadian National R.R. (CNR-T)

Last Price Recorded: $103.1000 on 2017-12-14

ON STOCKCHASE SINCE Oct 2000

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949
Canadian National R.R. (CNR-T)

Last Price Recorded: $103.1000 on 2017-12-14

ON STOCKCHASE SINCE Oct 2000

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Canadian National R.R.


Signal Opinion Expert
DON'T BUY

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

Transportation

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

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Daniel Lloyd

Portfolio Manager, Forge First Asset Ma...

PricePrice
$96.060
Owned Owned
Unknown

COMMENT

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

Transportation

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

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Matt Kacur

President, FSA Financial Scienc...

PricePrice
$97.830
Owned Owned
Unknown

BUY on WEAKNESS

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

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

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Jon Vialoux

Research Analyst, Timingthemarket.ca &...

PricePrice
$95.020
Owned Owned
Unknown

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

February 24, 2017

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

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

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Bill Shaw

Partner & Portfolio Manager, Exponent Investment ...

PricePrice
$92.360
Owned Owned
Unknown

BUY
Canadian National R.R.(CNR-T) 

February 13, 2017

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

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

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Paul Harris, CFA

Portfolio Manager and Partner, Avenue Investment Ma...

PricePrice
$93.460
Owned Owned
Unknown

BUY
Canadian National R.R.(CNR-T) 

February 10, 2017

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

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

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Norman Levine

Managing Director, Portfolio Management...

PricePrice
$92.380
Owned Owned
Yes

WATCH

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

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

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Brian Acker, CA

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

PricePrice
$89.740
Owned Owned
Unknown

PARTIAL BUY

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

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

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Kash Pashootan

Sr. VP & Portfolio Manager, First Avenue Advisor...

PricePrice
$92.370
Owned Owned
Unknown

BUY

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

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

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Steve DiGregorio

Portfolio Manager, Canoe Financial...

PricePrice
$93.220
Owned Owned
No

COMMENT

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

Transportation

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

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Michael Simpson, CFA

Senior Vice-President, Sentry Investments...

PricePrice
$93.450
Owned Owned
Yes

HOLD

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

Transportation

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

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Paul Harris, CFA

Portfolio Manager and Partner, Avenue Investment Ma...

PricePrice
$93.370
Owned Owned
Yes

PAST TOP PICK

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

Transportation

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

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Jason Mann

CIO & Co-Founder, Edgehill Patners...

PricePrice
$93.370
Owned Owned
Yes

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

December 23, 2016

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

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

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Lorne Zeiler

Portfolio Manager & Wealth Advisor, TriDelta Financial...

PricePrice
$91.520
Owned Owned
Yes

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

December 19, 2016

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

Transportation

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

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Peter Brieger

Chairman & Chief Executive Officer, GlobeInvestment Capi...

PricePrice
$90.000
Owned Owned
Yes

HOLD

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

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

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Stephen Groff

Principal & Portfolio Manager, Cambridge Global Ass...

PricePrice
$89.920
Owned Owned
Yes

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