Canadian Pacific Rail

CP-T

TSE:CP

315.82
0.00 (0.00%)
The Canadian Pacific Railway, also known formerly as CP Rail between 1968 and 1996, is a historic Canadian Class I railroad incorporated in 1881.
More at Wikipedia

Analysis and Opinions about CP-T

Signal
Opinion
Expert
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.
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.
Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$309.830
Owned
No
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.

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.

Varun Anand
Portfolio Manager, Starlight Capital
Price
$0.000
Owned
Yes
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.

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.

Robert McWhirter
President, Selective Asset Management
Price
$0.000
Owned
No
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.
(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.
Javed Mirza
Technical analyst, Canaccord Genuity
Price
$287.330
Owned
Yes
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.
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.
Robert McWhirter
President, Selective Asset Management
Price
$294.420
Owned
Yes
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.

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.

Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$294.640
Owned
No
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.
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
Portfolio Manager, Aston Hill Financial
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.
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.
Rob McConnachie
Chief Investment Officer, Dixon Mitchell Investment Counsel
Price
$299.730
Owned
Unknown
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.

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.

Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$306.720
Owned
Unknown
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

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

Michael Sprung
President, Sprung Investment Management
Price
$310.490
Owned
No
TOP PICK
TOP PICK
August 13, 2019

For the last three months, it's been in sidways consolidation, and before that it consolidated at a slightly lower level before it broke out to the upsside. There's still upside with CP. He owns a lot of CN and expects CP to also do well. (Analysts’ price target is $338.32)

For the last three months, it's been in sidways consolidation, and before that it consolidated at a slightly lower level before it broke out to the upsside. There's still upside with CP. He owns a lot of CN and expects CP to also do well. (Analysts’ price target is $338.32)

Javed Mirza
Technical analyst, Canaccord Genuity
Price
$317.030
Owned
Yes
PAST TOP PICK
PAST TOP PICK
August 12, 2019

(A Top Pick Feb 04/19, Up 16%) He swapped out to CNR-T. He is still in the space. The fact that rails have not 'come off the rails' is an endorsement that as long as we have economic headwinds, things are cooking along. You'll do well in either name a year from now.

(A Top Pick Feb 04/19, Up 16%) He swapped out to CNR-T. He is still in the space. The fact that rails have not 'come off the rails' is an endorsement that as long as we have economic headwinds, things are cooking along. You'll do well in either name a year from now.

Hap (Robert) Sneddon FCSI
Chief Portfolio Manager & Founder, Castlemoore Inc.
Price
$309.080
Owned
Yes
PAST TOP PICK
PAST TOP PICK
August 1, 2019
(A Top Pick Jul 24/18, Up 28%) Freight volumes are strong. In Canada, there is the added opportunity to move oil by rail. Earnings estimates continue to grow as sales were up 15%. Free cash flow grew by 44%. He still owns it personally.
(A Top Pick Jul 24/18, Up 28%) Freight volumes are strong. In Canada, there is the added opportunity to move oil by rail. Earnings estimates continue to grow as sales were up 15%. Free cash flow grew by 44%. He still owns it personally.
Robert McWhirter
President, Selective Asset Management
Price
$310.830
Owned
Yes
HOLD
HOLD
July 16, 2019

CP-T earnings have improved with revenues up in all their businesses. He holds CNR-T instead. He would not buy more at these valuations. If you are playing the oil by rail strategy, he would prefer CNR-T as it has more incremental market opportunity as it ships south into the US. He is not adding adding to his position.

CP-T earnings have improved with revenues up in all their businesses. He holds CNR-T instead. He would not buy more at these valuations. If you are playing the oil by rail strategy, he would prefer CNR-T as it has more incremental market opportunity as it ships south into the US. He is not adding adding to his position.

Ryan Bushell
President, Newhaven Asset Management
Price
$322.250
Owned
_N/A
BUY
BUY
July 15, 2019

CN vs. CP CN, which he owns. It has more growth potential shipping north-south as opposed to east-west in CP. CP also has a cheaper valuation and is a little less dependent on the prices of commodities. Both perform in line though.

CN vs. CP CN, which he owns. It has more growth potential shipping north-south as opposed to east-west in CP. CP also has a cheaper valuation and is a little less dependent on the prices of commodities. Both perform in line though.

John Zechner
Chairman, J. Zechner & Assoc
Price
$309.660
Owned
Yes
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