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Most Anticipated Earnings: NGT-T, WCN-T and more Canadian Companies Reporting Earnings this Week (Apr 21-25)TSX climbs, Wall Street mixedStocks rip on partial tariff pauseThis summary was created by AI, based on 38 opinions in the last 12 months.
Experts appear optimistic about Canadian Pacific Rail (CP), particularly highlighting the positive impact of its merger with Kansas City Southern on growth prospects. While many reviewers suggest that both CP and competitor Canadian National Railway (CNR) are strong investments due to their duopoly in the North American rail industry, there are concerns about potential economic slowdowns and tariff impacts on trade volumes. The consensus leans towards viewing CP as a solid long-term holding with significant management strength, despite some expressing hesitance due to elevated valuations and market volatility. Experts are divided on immediate entry points; some advocate waiting for a correction, while others see current levels as attractive for long-term investments, primarily due to CP's unique asset base and footprint. Overall, while the stock has up and down trends, its position within the transportation sector remains strong, with a cautionary note regarding macroeconomic challenges.
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)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, 9 stock analysts published opinions about CP-T. 3 analysts recommended to BUY the stock. 3 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.
9 stock analysts on Stockchase covered Canadian Pacific Rail In the last year. It is a trending stock that is worth watching.
On 2025-04-23, Canadian Pacific Rail (CP-T) stock closed at a price of $101.28.
Negatively impacted by trade. Economically sensitive. Likes the business. With its broad North American footprint, likes it better than CNR. More earnings upside from cost-cutting from KSU acquisition. Margins and cashflow are great for the rails. Constructive longer term, once tariff issues get sorted. Wait for more weakness.