Canadian National R.R. | StockChase
950
Canadian National R.R. (CNR-T)

Last Price Recorded: $103.3500 on 2017-12-15

ON STOCKCHASE SINCE Oct 2000

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950
Canadian National R.R. (CNR-T)

Last Price Recorded: $103.3500 on 2017-12-15

ON STOCKCHASE SINCE Oct 2000

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Canadian National R.R.


Signal Opinion Expert
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.

Transportation

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.

Transportation
Stephen Groff

Principal & Portfolio Manager, Cambridge Global Ass...

PricePrice
$89.920
Owned Owned
Yes

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

November 22, 2016

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

Transportation

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

Transportation
David Burrows

President & Chief Investment Strategist, Barometer Capital Ma...

PricePrice
$88.970
Owned Owned
Yes

COMMENT

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

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

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Barry Schwartz

CIO & Portfolio Manager, Baskin Wealth Manage...

PricePrice
$83.480
Owned Owned
Unknown

TOP PICK

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

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

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Bruce Campbell (1)

President, Campbell and Lee Inv...

PricePrice
$83.210
Owned Owned
Yes

DON'T BUY

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

Transportation

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

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Cole Kachur

Senior Wealth Advisor, ScotiaWealth Managem...

PricePrice
$84.300
Owned Owned
Unknown

BUY

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

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

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Don Vialoux

Research Analyst, TimingTheMarket.CA &...

PricePrice
$87.150
Owned Owned
Unknown

COMMENT

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

Transportation

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

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David Baskin

President, Baskin Wealth Manage...

PricePrice
$87.830
Owned Owned
No

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

September 14, 2016

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

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

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Rick Stuchberry

Portfolio Manager, Richardson GMP...

PricePrice
$80.920
Owned Owned
No

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

September 13, 2016

Canadian National (CNR-T) or Canadian Pacific (CP-T)? When the market started to weaken last spring, one of the things that led the market to the downside was Transports. Over the last few weeks, transports have been picking up relative to the market, which is encouraging for the market. This is an interesting time to take a look at the transports. He has a simple view. CN is North-South; US-Mexico. CP is more about East-West and more about commodities and more about global trade. He prefers to make the trade on the North American block. CN right now is about 15% of forest products, and the housing market in the US has been growing now at about 10%. He would prefer this rail at this point.

Transportation

Canadian National (CNR-T) or Canadian Pacific (CP-T)? When the market started to weaken last spring, one of the things that led the market to the downside was Transports. Over the last few weeks, transports have been picking up relative to the market, which is encouraging for the market. This is an interesting time to take a look at the transports. He has a simple view. CN is North-South; US-Mexico. CP is more about East-West and more about commodities and more about global trade. He prefers to make the trade on the North American block. CN right now is about 15% of forest products, and the housing market in the US has been growing now at about 10%. He would prefer this rail at this point.

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David Burrows

President & Chief Investment Strategist, Barometer Capital Ma...

PricePrice
$80.930
Owned Owned
Unknown

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

September 13, 2016

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

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

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Christine Poole

CEO & Managing Director, GlobeInvest Capital ...

PricePrice
$80.930
Owned Owned
Yes

COMMENT

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

Transportation

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

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Stan Wong

Director & Portfolio Manager, Private Wealth Manag...

PricePrice
$84.640
Owned Owned
No

COMMENT

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

Transportation

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

Transportation
Jon Vialoux

Research Analyst, Timingthemarket.ca &...

PricePrice
$81.930
Owned Owned
Unknown

HOLD

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

Transportation

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

Transportation
Don Vialoux

Research Analyst, TimingTheMarket.CA &...

PricePrice
$82.050
Owned Owned
Unknown

COMMENT

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

Transportation

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

Transportation
Greg Dean

Principal & Portfolio Manager, Cambridge Global Ass...

PricePrice
$80.990
Owned Owned
Yes

HOLD

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

Transportation

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

Transportation
Lorne Zeiler

Portfolio Manager & Wealth Advisor, TriDelta Financial...

PricePrice
$82.770
Owned Owned
Yes

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