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Markets rally after Powell commentsMiners and oil lift TSXStocks rebound, BoC cuts, US inflation softensThis summary was created by AI, based on 39 opinions in the last 12 months.
Canadian Pacific Rail (CP) is viewed favorably among experts, largely due to its strategic acquisition of Kansas City Southern, which has enhanced its operational footprint and positioned it as a unique player within North America. Despite recognizing potential challenges such as tariff impacts and economic slowdowns, many analysts stress the company's solid management and long-term investment potential. Several reviews emphasize the rail industry's efficiency as a cost-effective means for transporting goods, fostering confidence in CP's resilience amid adverse economic conditions. While some hold a cautious outlook due to valuations appearing high, others see an attractive entry point in the current market landscape, suggesting that CP remains a strong long-term candidate in the transportation sector.
Owns both, core holdings. No one's building any more rails. Cheaper to ship commodities by rail than any other way. If an economic slowdown, traffic and volumes will slow down but it's still a pretty steady business.
If the trade war goes on, everything gets more expensive and these two will be impacted negatively. But these events are always temporary. Trade wars are not good for inflation or the economy with US mid-term elections only 2 years away. He's trusting that rational minds will prevail.
Good idea. She owns CNR. Together, CP and CNR have a duopoloy within Canada plus operations in the US. Rails have not performed that well this past year. Tariffs won't impact directly, but risk is that economic slowdown would affect volumes. CNR trades ~18x forward PE, and wide discount to CP, so she'd pick CNR.
First-class management. Most unique footprint of any rail in NA. Tariff uncertainty impacts it the most, as it facilitates trade among US, Canada, and Mexico. It's held in really well. Attractive 20x PE, but tariffs will impact growth.
He did think about exiting, as he looked out over 4 years and saw potential economic weakness on the horizon. But it's a trophy asset, one to own long term. He decided to hold on, and to buy a bit more if it does get hit.
High quality, stock's done reasonably well. Overhang on this name and CNR because of tariff talk and what that would do to the shipment of goods across the border, a potential headwind to watch. Strong dividend. Add and hold for the next 10-30 years, as rails will continue to be an important mode of transportation across NA.
Attractive entry point. US rhetoric on tariffs has put a negative cloud on North American trade. The only North American rail network. Hit hard, down 15% from its high. Great management team. Such a unique asset, you want to take advantage of the weakness right now. Yield is 1%.
(Analysts’ price target is $128.28)Management's done an excellent job. Hopefully the Kansas City deal will show material earnings growth. Kept guidance for 2025 quite high, though this year has been disappointing due to strikes and weather. Tough business with lots of capital expenditures, unions, weather.
Avoiding for now. Valuation too stretched for him. On a material pullback, may look to get in. Used to own CNR, but probably should have bought this one instead.
Canadian Pacific Rail is a Canadian stock, trading under the symbol CP-T on the Toronto Stock Exchange (CP-CT). It is usually referred to as TSX:CP or CP-T
In the last year, 50 stock analysts published opinions about CP-T. 2 analysts recommended to BUY the stock. 24 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Canadian Pacific Rail.
Canadian Pacific Rail was recommended as a Top Pick by on . Read the latest stock experts ratings for Canadian Pacific Rail.
Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.
50 stock analysts on Stockchase covered Canadian Pacific Rail In the last year. It is a trending stock that is worth watching.
On 2025-04-02, Canadian Pacific Rail (CP-T) stock closed at a price of $103.84.
CP has more catalysts from the Kansas City merger, and a better growth rate. Both are getting more attractive. If we get the all clear on the economy, both names will be decent entry points. Though optimistic, he's still a bit afraid, and wouldn't step in just yet.