Canadian Pacific Rail

CP-T

TSE:CP

343.76
4.66 (1.37%)
The Canadian Pacific Railway, also known formerly as CP Rail between 1968 and 1996, is a historic Canadian Class I railroad incorporated in 1881.
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Analysis and Opinions about CP-T

Signal
Opinion
Expert
BUY
BUY
January 16, 2020

CP-T vs. CNR-T. CP-T was at $220 in 2014 and broke out from there last year. It consolidated for 5 years. This is a great way to participate in economic growth.

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CP-T vs. CNR-T. CP-T was at $220 in 2014 and broke out from there last year. It consolidated for 5 years. This is a great way to participate in economic growth.

BUY
BUY
January 10, 2020

CP vs. CN Own both, but he prefers the cheaper CP. Same growth rate; he sees 10% EPS growth. Crude by rail will extend to 10 years and not stop soon. CP's balance sheet is weaker, though. CN trades at 18x PE, CP and 15.6x.

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CP vs. CN Own both, but he prefers the cheaper CP. Same growth rate; he sees 10% EPS growth. Crude by rail will extend to 10 years and not stop soon. CP's balance sheet is weaker, though. CN trades at 18x PE, CP and 15.6x.

Greg Newman

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Price
$337.100
Owned
Unknown
BUY
BUY
January 7, 2020
Impact of pipelines? Has done very well. Rails are seasonal now to April. The pipeline impact won't be immediate, but long-term, when the pipelines are nearly completed. CP is in an uptrend now. He likes CP.
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Impact of pipelines? Has done very well. Rails are seasonal now to April. The pipeline impact won't be immediate, but long-term, when the pipelines are nearly completed. CP is in an uptrend now. He likes CP.
COMMENT
COMMENT
December 30, 2019
They mostly run east-west and are commodity-oriented. So, if oil shipping declines, so will CP's earnings. The rails are a bet on the Canadian economy continuing to do well and we don't fall into recession. But if markets drop 20-40% and the economy tanks, so will rails fall.
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They mostly run east-west and are commodity-oriented. So, if oil shipping declines, so will CP's earnings. The rails are a bet on the Canadian economy continuing to do well and we don't fall into recession. But if markets drop 20-40% and the economy tanks, so will rails fall.
PAST TOP PICK
PAST TOP PICK
December 11, 2019
(A Top Pick Dec 19/18, Up 36%) They had very good looking growth back then. The multiples still look like pretty good value. If recent manufacturing weakness does not spill into the full economy you could buy here as we..
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(A Top Pick Dec 19/18, Up 36%) They had very good looking growth back then. The multiples still look like pretty good value. If recent manufacturing weakness does not spill into the full economy you could buy here as we..
COMMENT
COMMENT
November 12, 2019
She owns CN instead, because it's the best rail in the industry. The rails have had a nice lift this year. CP has been investing in capacity this year. The rails will continue to benefit from crude-by-rail.
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She owns CN instead, because it's the best rail in the industry. The rails have had a nice lift this year. CP has been investing in capacity this year. The rails will continue to benefit from crude-by-rail.
BUY
BUY
October 24, 2019

CP-T vs. CNR-T. He owns CP-T and not CNR-T although both are excellent. He prefers Canadian rails to US rails. Both just reported modest volume headwinds but CNR-T had to cut their guidance and CP-T did not. The cuts are transitory in nature for both but over the next couple of years CP-T is positioned better to navigate through these volume headwinds.

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CP-T vs. CNR-T. He owns CP-T and not CNR-T although both are excellent. He prefers Canadian rails to US rails. Both just reported modest volume headwinds but CNR-T had to cut their guidance and CP-T did not. The cuts are transitory in nature for both but over the next couple of years CP-T is positioned better to navigate through these volume headwinds.

BUY
BUY
October 21, 2019

CNR-T vs. CP-T. He is optimistic with respect to the rails. You get about 3/4ths of your lift when the industry picks up. CNR-T is slightly better than CP-T but the difference is not massive.

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CNR-T vs. CP-T. He is optimistic with respect to the rails. You get about 3/4ths of your lift when the industry picks up. CNR-T is slightly better than CP-T but the difference is not massive.

PAST TOP PICK
PAST TOP PICK
October 1, 2019
(A Top Pick Aug 13/19, Down 7%) This year, it had an uptrend, then has consolidated since June. There's more downside to come. We are testing support levels now. He still likes it.
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(A Top Pick Aug 13/19, Down 7%) This year, it had an uptrend, then has consolidated since June. There's more downside to come. We are testing support levels now. He still likes it.
PAST TOP PICK
PAST TOP PICK
September 30, 2019
(A Top Pick Oct 11/18, Up 13%) He is getting indications that it is starting to run out of gas and he sold it in his fund. It is not an active candidate for purchase.
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Canadian Pacific Rail (CP-T)
September 30, 2019
(A Top Pick Oct 11/18, Up 13%) He is getting indications that it is starting to run out of gas and he sold it in his fund. It is not an active candidate for purchase.
BUY
BUY
September 26, 2019

CN vs CP After a lousy 30-40 years, the rails now enjoy sustained demand, high barriers to entry and free cash flow that can pay down debt and raise dividends. He likes this industry. He owns CN.

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Canadian Pacific Rail (CP-T)
September 26, 2019

CN vs CP After a lousy 30-40 years, the rails now enjoy sustained demand, high barriers to entry and free cash flow that can pay down debt and raise dividends. He likes this industry. He owns CN.

HOLD
HOLD
September 25, 2019
If the economy slows, their revenues will drop. They are a high valuation right now. Over the long term it will be okay, but you will not receive a giant return -- more of a grind out story.
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Canadian Pacific Rail (CP-T)
September 25, 2019
If the economy slows, their revenues will drop. They are a high valuation right now. Over the long term it will be okay, but you will not receive a giant return -- more of a grind out story.
John Kim

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Price
$292.120
Owned
Unknown
COMMENT
COMMENT
September 23, 2019
In light of potential trade wars, could this rail come down? Both of our rails are great moat businesses and incredibly well run. They are cyclical and are capital intensive businesses. If you look at the long term, their maintenance capital is higher than they book for depreciation, so their earnings quality is lower. Lower commodities would impact the bottom line. They are highly owned by US shareholders.
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Canadian Pacific Rail (CP-T)
September 23, 2019
In light of potential trade wars, could this rail come down? Both of our rails are great moat businesses and incredibly well run. They are cyclical and are capital intensive businesses. If you look at the long term, their maintenance capital is higher than they book for depreciation, so their earnings quality is lower. Lower commodities would impact the bottom line. They are highly owned by US shareholders.
HOLD
HOLD
September 20, 2019

He owns CNR-T over CP-T and CSX-Q in the US. CP-T is more grain and resource orientated -- East to West. CNR-T has more exposure to the US markets. He would hold if you own and wait for a pullback to buy more.

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Canadian Pacific Rail (CP-T)
September 20, 2019

He owns CNR-T over CP-T and CSX-Q in the US. CP-T is more grain and resource orientated -- East to West. CNR-T has more exposure to the US markets. He would hold if you own and wait for a pullback to buy more.

WATCH
WATCH
September 9, 2019

It could come under pressure with a commodities downturn. He would be more enthusiastic about jumping in if it was 15% lower. He feels the same about CNR-T

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It could come under pressure with a commodities downturn. He would be more enthusiastic about jumping in if it was 15% lower. He feels the same about CNR-T

Showing 1 to 15 of 704 entries