Canadian Pacific Rail

CP-T

TSE:CP

345.10
0.78 (0.23%)
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
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.
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

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)

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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)

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.

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(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.

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.
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(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.
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.

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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.

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.

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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.

TOP PICK
TOP PICK
June 27, 2019
He really likes this one because they are great operators. They have a new deal with inter-modal with a Chinese shipping company that can grow their business in inter-modal by 10-20% per year over the next 3 years. Their crude by rail has much better pricing power now. They have an opportunity to add to their multiple. They are the only one guiding to higher earnings rather than lower earnings. (Analysts’ price target is $324.36)
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He really likes this one because they are great operators. They have a new deal with inter-modal with a Chinese shipping company that can grow their business in inter-modal by 10-20% per year over the next 3 years. Their crude by rail has much better pricing power now. They have an opportunity to add to their multiple. They are the only one guiding to higher earnings rather than lower earnings. (Analysts’ price target is $324.36)
COMMENT
COMMENT
May 15, 2019

CN vs CP The major difference is CN-R goes more North-South into the US. CP-T goes more across Canada. Both trade with similar yields. He does not own either. Both are good for a long term investment. It is splitting hairs deciding on which one to have.

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CN vs CP The major difference is CN-R goes more North-South into the US. CP-T goes more across Canada. Both trade with similar yields. He does not own either. Both are good for a long term investment. It is splitting hairs deciding on which one to have.

COMMENT
COMMENT
May 13, 2019
Very well run for a long time. Stable business. Stock should move around less than the market. Revenues are secure. Subject to trade considerations. If trade slows down, they'll be hit. Beneficiary of no new pipelines. Losers if car sales go down, or if we can't sell grain or soybeans to China.
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Very well run for a long time. Stable business. Stock should move around less than the market. Revenues are secure. Subject to trade considerations. If trade slows down, they'll be hit. Beneficiary of no new pipelines. Losers if car sales go down, or if we can't sell grain or soybeans to China.
BUY
BUY
May 10, 2019
Transportation is cyclical. Tends to do better October - May. Optimal time is between December - April, good rate of success. Recently, broke out of head and shoulders bottoming pattern. Went parabolic, now consolidating. Trend is still in your favour. A buy.
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Transportation is cyclical. Tends to do better October - May. Optimal time is between December - April, good rate of success. Recently, broke out of head and shoulders bottoming pattern. Went parabolic, now consolidating. Trend is still in your favour. A buy.
COMMENT
COMMENT
May 7, 2019
Valuations are too high among the rails, so he doesn't own any. But strong dividend growth and balance sheets. Hold, if you own. Maybe buy on a pullback.
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Valuations are too high among the rails, so he doesn't own any. But strong dividend growth and balance sheets. Hold, if you own. Maybe buy on a pullback.
PAST TOP PICK
PAST TOP PICK
May 6, 2019
(A Top Pick Feb 04/19, Up 12%) Pure pre-growth. It will go sideways along $300 for a while after bouncing since the start oft he year. It may rise during the summer, but will fall back to current levels.
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(A Top Pick Feb 04/19, Up 12%) Pure pre-growth. It will go sideways along $300 for a while after bouncing since the start oft he year. It may rise during the summer, but will fall back to current levels.
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