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

Last Price Recorded: $101.8200 on 2017-11-20

ON STOCKCHASE SINCE Oct 2000

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Canadian National R.R.


Signal Opinion Expert

2015-01-19

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

One of the drivers in Canada on the rails has been the shipping of oil. To see this continue, there will have to be some stalling on the new pipeline builds. Also, the pricing of services where they have the 2%-4% increase every year, which would have to continue.

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Zachary Curry

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

Price: $80.440
Owned: Unknown

2015-05-19

WAIT
Canadian National R.R. (CNR-T)

The Canadian rails have certainly come off in the last little while. They’ve had a fantastic run. His view on this would be that you have time to wait.

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Zachary Curry

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

Price: $74.580
Owned: Unknown

2016-01-13

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

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

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Zachary Curry

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

Price: $72.900
Owned: Unknown

2016-06-21

WAIT
Canadian National R.R. (CNR-T)

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

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Zachary Curry

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

Price: $74.800
Owned: No

2017-09-20

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

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

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Zachary Curry

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

Price: $101.100
Owned: No

2002-10-17

BUY
Canadian National R.R. (CNR-T)
Should do well in any economic upswing.
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Vincent Delisle

Investment Strategist, Desjardins Securities

Price: $68.360
Owned: Unknown

2004-02-16

BUY
Canadian National R.R. (CNR-T)
Watch for the strength of the Canadian dollar as well as energy costs. Should continue to go up.
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Vincent Delisle

Investment Strategist, Desjardins Securities

Price: $80.800
Owned: No

2005-01-28

TOP PICK
Canadian National R.R. (CNR-T)
Buy if you are bullish on the economy. Fabulously well managed. Always exceed their promises. Because of high energy costs, they have become an economic carrier. Have been able to increase their margins. Have substantially increased the price of their services.
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Veronika Hirsch

Chief Investment Officer, Arrow Capital

Price: $72.450
Owned: Yes

2005-07-27

PAST TOP PICK
Canadian National R.R. (CNR-T)
(A Top Pick Jan 28/05. Up 10%.) Wonderful, high quality, well managed company.
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Veronika Hirsch

Chief Investment Officer, Arrow Capital

Price: $80.750
Owned: Yes

2006-02-16

HOLD
Canadian National R.R. (CNR-T)
Probably the best managed company in North America. All the good news is built in, so the stock is not cheap. They will benefit from the oil sands boom. As long as trade with China continues and the economy is strong, would hold it.
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Veronika Hirsch

Chief Investment Officer, Arrow Capital

Price: $107.600
Owned: Unknown

2007-10-31

HOLD
Canadian National R.R. (CNR-T)
Prefers Canadian Pacific (CP-T). Great company but has more exposure to the US economy, one of the poorest performers. A large portion of their shipments is lumber, which is doing poorly. A lot of their business is based on the US$. Fairly cheap and does have a dividend.
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Veronika Hirsch

Chief Investment Officer, Arrow Capital

Price: $52.990
Owned: Unknown

2008-11-21

DON'T BUY
Canadian National R.R. (CNR-T)
Between Canadian National (CNR-T) and Canadian Pacific (CP-T) she would prefer this one. Better managed. Had phenomenal numbers because of their surcharge on fuel but this is going to go away. Expect to see some volume declines next year.
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Veronika Hirsch

Chief Investment Officer, Arrow Capital

Price: $42.180
Owned: No

2009-04-02

BUY
Canadian National R.R. (CNR-T)
(Market Call Minute.) Buy for a long-term hold.
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Veronika Hirsch

Chief Investment Officer, Arrow Capital

Price: $47.250
Owned: Unknown

2009-07-17

COMMENT
Canadian National R.R. (CNR-T)
(Market Call Minute.) Prefers this to Canadian Pacific (CP-T) any day.
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Veronika Hirsch

Chief Investment Officer, Arrow Capital

Price: $48.880
Owned: Unknown

2011-07-27

BUY
Canadian National R.R. (CNR-T)
This is one of those companies you should hold in your portfolio for a long time. Expects it to continue to outperform Canadian Pacific (CP-T).
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Veronika Hirsch

Chief Investment Officer, Arrow Capital

Price: $71.330
Owned: Unknown

2013-11-26

BUY
Canadian National R.R. (CNR-T)

A great company.  There may be some additional upside because of a split but it would be minor.  The yield will be the same after the split.  You are buying it for the earnings and dividend growth.

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Todd Johnson

Portfolio Manager, BCV Asset Management Inc.

Price: $117.440
Owned: Yes

2012-09-05

BUY
Canadian National R.R. (CNR-T)

Rail stocks are highly dependent upon with what is going to happen with the economy. Feels transportation, excluding airlines, is a place to go. Extremely well-run company and is very popular in the US.

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Terry Shaunessy

Founder & Director, IndeXit

Price: $89.220
Owned: Unknown

2000-10-03

BUY
Canadian National R.R. (CNR-T)
If economic growth is good, then a good stock to own
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Ted Macklin

Managing Director, Guardian Capital

Price: $44.000
Owned: Unknown

2000-11-23

BUY
Canadian National R.R. (CNR-T)
Likes Some higher fuel costs created a rate hike
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Ted Macklin

Managing Director, Guardian Capital

Price: $47.000
Owned: Unknown

2001-04-11

BUY
Canadian National R.R. (CNR-T)
Trading at a discount compared to US rails. Any risk would be based on falling economy.
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Ted Macklin

Managing Director, Guardian Capital

Price: $58.330
Owned: Unknown

2001-11-21

BUY
Canadian National R.R. (CNR-T)
Good to hold for upturn in economy.
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Ted Macklin

Managing Director, Guardian Capital

Price: $70.600
Owned: Unknown

2001-12-27

BUY
Canadian National R.R. (CNR-T)
A good way to play a recovering economy.
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Ted Macklin

Managing Director, Guardian Capital

Price: $77.150
Owned: Unknown

2002-01-14

BUY
Canadian National R.R. (CNR-T)
Lower cost operator compared to CP, but always has a premium built in.
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Ted Macklin

Managing Director, Guardian Capital

Price: $70.510
Owned: Unknown

2002-09-04

BUY
Canadian National R.R. (CNR-T)
Short term gain. Buy on weakness.
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Ted Macklin

Managing Director, Guardian Capital

Price: $65.280
Owned: Unknown

2003-05-09

BUY
Canadian National R.R. (CNR-T)
Good company, but prefers CP Rail at this time.
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Ted Macklin

Managing Director, Guardian Capital

Price: $69.350
Owned: Unknown

2003-11-06

BUY
Canadian National R.R. (CNR-T)
Likes both railroads. They should improve from increased grain shipments. Economically sensitive. Strong management.
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Ted Macklin

Managing Director, Guardian Capital

Price: $80.570
Owned: Yes

2014-02-06

BUY
Canadian National R.R. (CNR-T)

Both railways had a big run.  CP has been an incredible turnaround.  He decided CN would be the better one to go for because of diversification.

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Teal Linde

Portfolio Manager & Publisher, Linde Equity Report, Linde Equity Report

Price: $60.060
Owned: Unknown

2014-09-11

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

22 times earnings, 12% revenue growth rate for this year, which is higher than other railways.  Prefers it to CP-T, but would not buy either right now.

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Teal Linde

Portfolio Manager & Publisher, Linde Equity Report, Linde Equity Report

Price: $80.200
Owned: Unknown

2015-09-14

HOLD
Canadian National R.R. (CNR-T)

The whole rail sector is coming off.  This is the most diversified of the group. 

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Teal Linde

Portfolio Manager & Publisher, Linde Equity Report, Linde Equity Report

Price: $73.070
Owned: Unknown

2001-01-04

HOLD
Canadian National R.R. (CNR-T)
Good mngmnt. Slowing economy will hurt short term
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Steven Wippersteg

Senior Vice President and Portfolio Manager, Strategic Nova

Price: $46.100
Owned: Unknown

2001-06-27

BUY
Canadian National R.R. (CNR-T)
(Was a top pick on Jul 24/00 up 34%) If economy slows down, earnings could be hit but a good company.
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Steven Wippersteg

Senior Vice President and Portfolio Manager, Strategic Nova

Price: $58.470
Owned: Unknown

2001-09-21

BUY
Canadian National R.R. (CNR-T)
Excellent company. Has dropped and is a reasonable price.
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Steven Wippersteg

Senior Vice President and Portfolio Manager, Strategic Nova

Price: $55.760
Owned: Unknown

2001-12-07

TOP PICK
Canadian National R.R. (CNR-T)
Has done well.
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Steven Wippersteg

Senior Vice President and Portfolio Manager, Strategic Nova

Price: $72.340
Owned: Unknown

2002-01-11

BUY
Canadian National R.R. (CNR-T)
Has ahd a good run, but will still have room for some good upside. At a good price.
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Steven Wippersteg

Senior Vice President and Portfolio Manager, Strategic Nova

Price: $71.000
Owned: Unknown

2007-01-11

BUY
Canadian National R.R. (CNR-T)
Likes the rails, which transports 60% of the freight in Canada, but only accounts for 3% of the greenhouse gas emissions. This one is the most efficient in North America.
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Steve MacInnes

Chief Investment Officer, Inhance Investment Management

Price: $50.640
Owned: Yes

2017-01-23

BUY
Canadian National R.R. (CNR-T)

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

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Steve DiGregorio

Portfolio Manager, Canoe Financial

Price: $93.220
Owned: No

2006-11-08

BUY
Canadian National R.R. (CNR-T)
Had a great 3rd quarter. The overall rate of return right now is about 10% plus dividends. Likes it longer term.
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Steve Carlin

Senior Vice President & Head of Equities, Aegon Capital Management

Price: $54.980
Owned: Yes

2007-04-05

BUY
Canadian National R.R. (CNR-T)
Both Canadian National (CNR-T) and Canadian Pacific (CP-T) had negative earnings revisions in the 1st quarter. A lot of it was weather related (coal shipment for CP). Still sees 5%-10% earnings growth.
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Steve Carlin

Senior Vice President & Head of Equities, Aegon Capital Management

Price: $50.900
Owned: Yes

2007-10-25

DON'T BUY
Canadian National R.R. (CNR-T)
All about the Canadian dollar, they cant beat a 21% appreciation in the Canadian dollar. Has one of the best operating managements out there. Not a whole lot of upside from here.
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Steve Carlin

Senior Vice President & Head of Equities, Aegon Capital Management

Price: $51.220
Owned: Unknown

2008-08-29

DON'T BUY
Canadian National R.R. (CNR-T)
Rails are not particularly attractive to him right now. Earnings are de-accelerating and on a year over basis will be negative. Valuations are not particularly attractive.
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Steve Carlin

Senior Vice President & Head of Equities, Aegon Capital Management

Price: $55.710
Owned: Yes

2009-01-23

TOP PICK
Canadian National R.R. (CNR-T)
Volumes were down 11% in the quarter and yet they delivered 25% earnings growth. Increased their dividend by 10%. Just completed an acquisition in Chicago, which will alleviate some of their congestion problems in that area.
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Steve Carlin

Senior Vice President & Head of Equities, Aegon Capital Management

Price: $41.740
Owned: Yes

2009-05-12

TOP PICK
Canadian National R.R. (CNR-T)
Last quarter was very good. A true cost conscious company. Even in a downturn they can deliver some earnings growth. Dividend of over 2%.
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Steve Carlin

Senior Vice President & Head of Equities, Aegon Capital Management

Price: $46.920
Owned: Yes

2009-09-16

TOP PICK
Canadian National R.R. (CNR-T)
Gives exposure to an improving economy. One of the best run companies in North America. Good earnings growth. Starting to seem some improvements in car load volumes.
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Steve Carlin

Senior Vice President & Head of Equities, Aegon Capital Management

Price: $54.410
Owned: Yes

2009-12-16

TOP PICK
Canadian National R.R. (CNR-T)
(A Top Pick Jan 23/09. Up 36.8%.) Like the exposure to the improvement of the economy. Starting to see carload improvements, which can give them some great earnings going forward. Continues to like the fundamentals for the rail industry. Top-notch management.
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Steve Carlin

Senior Vice President & Head of Equities, Aegon Capital Management

Price: $56.940
Owned: Yes

2010-07-20

PAST TOP PICK
Canadian National R.R. (CNR-T)
(A Top Pick May 12/09. Up 36.49%.)
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Steve Carlin

Senior Vice President & Head of Equities, Aegon Capital Management

Price: $62.980
Owned: Yes

2011-02-10

PAST TOP PICK
Canadian National R.R. (CNR-T)
(A Top Pick Dec 16/09. Up 23.51%.) Still likes.
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Steve Carlin

Senior Vice President & Head of Equities, Aegon Capital Management

Price: $69.310
Owned: Yes

2012-07-11

HOLD
Canadian National R.R. (CNR-T)
Best rail operator in North America. Stock has done tremendously well, especially ion the last quarter. Stock is a little bit ahead of its fundamentals now. Thinks Q2 is going to be very good, partly picking up some volume from Canadian Pacific (CP-T) because of a strike there.
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Steve Carlin

Senior Vice President & Head of Equities, Aegon Capital Management

Price: $86.770
Owned: Unknown

2012-08-22

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

One of the best management teams in the country. Great company. Expensive stock right now. Would like to see the stock pull back to $85. 1.65% dividend.

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Steve Carlin

Senior Vice President & Head of Equities, Aegon Capital Management

Price: $90.800
Owned: Unknown

2012-10-31

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

Company has delivered very good traditional growth over the last couple of years. He would wait until the stock goes into the lower $80’s before buying. $92 target.

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Steve Carlin

Senior Vice President & Head of Equities, Aegon Capital Management

Price: $86.240
Owned: Yes

2014-01-21

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

(Market Call Minute.) Great Canadian growth story. Benefits from its scarcity value. Not cheap. He would Buy on a dip or would Hold. Good long-term core position.

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Stephen Takacsy, B. Eng, MBA

Chief Investment Officer & Portfolio Mgr, Lester Asset Management

Price: $58.880
Owned: Unknown

2014-12-16

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

Less exposure to oil than CP-T.  It never quite gets cheap enough for his metrics.  There will be some volatility now.  Buy about $70.

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Stephen Takacsy, B. Eng, MBA

Chief Investment Officer & Portfolio Mgr, Lester Asset Management

Price: $76.590
Owned: No

2015-04-27

HOLD
Canadian National R.R. (CNR-T)

A rock solid company.  Trades at a premium and is rather expensive.  He is watching it.  Hold it and buy more if it goes down a lot.  Don’t think about stop losses.

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Stephen Takacsy, B. Eng, MBA

Chief Investment Officer & Portfolio Mgr, Lester Asset Management

Price: $79.270
Owned: Unknown

2016-12-05

HOLD
Canadian National R.R. (CNR-T)

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

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Stephen Groff

Principal & Portfolio Manager, Cambridge Global Asset Management

Price: $89.920
Owned: Yes

2017-09-06

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

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

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Stephen Groff

Principal & Portfolio Manager, Cambridge Global Asset Management

Price: $99.220
Owned: No

2014-06-24

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

As long as economy continues to more forward it will do well.  CP-T is a little cheaper however and if he was going to own one he would buy CP-T.  Wait for a pullback before buying either one.

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Stan Wong

Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod

Price: $67.280
Owned: No

2014-07-23

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

Likes the rail space. Canadian Pacific (CP-T) looks a little bit cheaper on a growth to the PE metric. It makes a lot of sense to own these types of names.

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Stan Wong

Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod

Price: $74.000
Owned: Unknown

2014-09-11

HOLD
Canadian National R.R. (CNR-T)

Likes the industrial space and the rails. However he likes Canadian Pacific (CP-T) a bit more, which seems a little bit cheaper in terms of different valuations. However, they are both great.

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Stan Wong

Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod

Price: $80.200
Owned: Unknown

2014-10-16

BUY
Canadian National R.R. (CNR-T)

Likes both Canadian National (CNR-T) and Canadian Pacific (CP-T), but prefers CP a little better. Feels the growth metrics for it are a little bit stronger and valuations are a little cheaper when looking at a PEG ratio analysis. Given the fact that they have both sold off quite a bit, especially this one, he would be a buyer. These are good entry points.

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Stan Wong

Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod

Price: $71.900
Owned: Unknown

2015-05-21

WATCH
Canadian National R.R. (CNR-T)

Some of the rails in Canada have done extremely well until recently. They started to flat line and then fall. This one has fallen below its 200 day moving average, which signals that something is up with the stock. Thinks some of the rail shipments, in terms of volume, are a little bit lower than normal. He would wait to see where it goes.

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Stan Wong

Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod

Price: $74.490
Owned: Unknown

2015-12-03

SELL
Canadian National R.R. (CNR-T)

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

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Stan Wong

Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod

Price: $76.740
Owned: No

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