Canadian Pacific Rail

CP-T

TSE:CP

344.64
0.68 (0.20%)
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
PAST TOP PICK
PAST TOP PICK
April 29, 2019
(A Top Pick Oct 11/18, Up 14%) The rails both offer upside, though he owns neither now.
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(A Top Pick Oct 11/18, Up 14%) The rails both offer upside, though he owns neither now.
BUY
BUY
April 18, 2019
The rails are stickhandling through the economy very well. Uncertainties include China refusing some crops. This is an economy stock, and the economy is chugging along at 2%. Oil shipments out of Alberta should continue for a while. Efficiencies in new track laid continue to creep into the system. The rails will do well as long as the economy does.
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The rails are stickhandling through the economy very well. Uncertainties include China refusing some crops. This is an economy stock, and the economy is chugging along at 2%. Oil shipments out of Alberta should continue for a while. Efficiencies in new track laid continue to creep into the system. The rails will do well as long as the economy does.
PAST TOP PICK
PAST TOP PICK
April 12, 2019
(A Top Pick Jul 24/18, Up 15%) With a large movement of commodities in North America, this has done well. There is a big push in Canada to haul oil by rail for the next couple of years.
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(A Top Pick Jul 24/18, Up 15%) With a large movement of commodities in North America, this has done well. There is a big push in Canada to haul oil by rail for the next couple of years.
DON'T BUY
DON'T BUY
March 20, 2019
CP vs. CN He feels the same way about both rails (see his CP comments). CP has very good exposure to grain. It will benefit from more Alberta oil shipments. Done well reducing expenses, but both rails are selling at premium multiples, too high for him. He'd be cautious stepping into either today.
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CP vs. CN He feels the same way about both rails (see his CP comments). CP has very good exposure to grain. It will benefit from more Alberta oil shipments. Done well reducing expenses, but both rails are selling at premium multiples, too high for him. He'd be cautious stepping into either today.
WEAK BUY
WEAK BUY
March 11, 2019
CNR-T vs. CP-T It depends on your stage of life. CNR-T is more diversified. CP-T is more Canadian concentrated. He would go with CNR-T because of this. They should do better this year. If the economy got rougher, CP-T would drop off more.
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CNR-T vs. CP-T It depends on your stage of life. CNR-T is more diversified. CP-T is more Canadian concentrated. He would go with CNR-T because of this. They should do better this year. If the economy got rougher, CP-T would drop off more.
TOP PICK
TOP PICK
February 4, 2019
If you have a pro-growth movement in markets going forward, you have to have an investment like this. They are at the core of this theme. $280 will be its next move. It has really good support at $240. It is trading at a discount to its forward PE. Everything is pointing in the right direction for this. Seasonality for rails kicks in right now. (Analysts’ price target is $300.94)
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If you have a pro-growth movement in markets going forward, you have to have an investment like this. They are at the core of this theme. $280 will be its next move. It has really good support at $240. It is trading at a discount to its forward PE. Everything is pointing in the right direction for this. Seasonality for rails kicks in right now. (Analysts’ price target is $300.94)
COMMENT
COMMENT
January 18, 2019
He owns CNR-T instead. He likes their ownership and management and it has a good US footprint. CP-T has too big of a commodity exposure for him. He likes the outlook for railways overall.
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He owns CNR-T instead. He likes their ownership and management and it has a good US footprint. CP-T has too big of a commodity exposure for him. He likes the outlook for railways overall.
BUY
BUY
January 17, 2019
Railroads. CNR-T vs. CP-T. Railroads are a great industry. A duopoly in Canada. CP-T is the more profitable operator and he favours it.
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Railroads. CNR-T vs. CP-T. Railroads are a great industry. A duopoly in Canada. CP-T is the more profitable operator and he favours it.
TOP PICK
TOP PICK
December 19, 2018

Quality name that has gone on sale. Q3 was very strong with improvising efficiencies. They are doing a buy back. Modeling 16% growth with a name trading at 14 times 2019 earnings. If the economy is fine, which it is their base case, this is a name you want to be buying now. (Analysts’ price target is $312.47)

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Quality name that has gone on sale. Q3 was very strong with improvising efficiencies. They are doing a buy back. Modeling 16% growth with a name trading at 14 times 2019 earnings. If the economy is fine, which it is their base case, this is a name you want to be buying now. (Analysts’ price target is $312.47)

BUY
BUY
December 10, 2018
CP vs. CN It's as good as the Canadian economy. Ottawa's policies haven't been kind to our economy. CP vs. CN depends on their pricing at a given time. CN has a better network across North America, whereas CP is more Canadian. Both are good railroads.
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CP vs. CN It's as good as the Canadian economy. Ottawa's policies haven't been kind to our economy. CP vs. CN depends on their pricing at a given time. CN has a better network across North America, whereas CP is more Canadian. Both are good railroads.
BUY
BUY
November 28, 2018
CP vs. CN He likes and owns both. You're good to own either. Crude by rail is a tailwind. CP: great price momentum and valuation; it ranks in the top 25% of all stocks for him. CN: Almost the same, also in the top 25% and scores slightly better than CP.
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CP vs. CN He likes and owns both. You're good to own either. Crude by rail is a tailwind. CP: great price momentum and valuation; it ranks in the top 25% of all stocks for him. CN: Almost the same, also in the top 25% and scores slightly better than CP.
BUY
BUY
November 1, 2018
CP-T vs. CNR-T.. They will trade in tandem. CNR has $100 as an entry point. CP-T should be bought at $250 or $225. There will be a consolidation period for a couple of months so you can pick away at the names. CP-T has taken over leadership in terms of relative performance.
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CP-T vs. CNR-T.. They will trade in tandem. CNR has $100 as an entry point. CP-T should be bought at $250 or $225. There will be a consolidation period for a couple of months so you can pick away at the names. CP-T has taken over leadership in terms of relative performance.
COMMENT
COMMENT
October 29, 2018

CN-T or CP-T? He owns CN and CSX in the U.S. He likes CN for its north-south traffic to the States--it's safer. CP is east-west (more Canadian). CN will benefit from shipping out Alberta oil to California. It costs $12 per barrel to ship it, but the low WCS cost makes it still worth it.

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CN-T or CP-T? He owns CN and CSX in the U.S. He likes CN for its north-south traffic to the States--it's safer. CP is east-west (more Canadian). CN will benefit from shipping out Alberta oil to California. It costs $12 per barrel to ship it, but the low WCS cost makes it still worth it.

BUY
BUY
October 25, 2018

They tend to do well this time of the year. We saw it come down. This is common right now. He is favourable for this one.

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They tend to do well this time of the year. We saw it come down. This is common right now. He is favourable for this one.

BUY
BUY
October 25, 2018

CNR vs CPR. He likes both CNR and CPR. They are bell weathers on the Canadian economy. There are high barriers to entry. It is an oligopoly between the 2 names. You can buy now and likely see double digit increase. With the recent pullback, a good entry point.

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CNR vs CPR. He likes both CNR and CPR. They are bell weathers on the Canadian economy. There are high barriers to entry. It is an oligopoly between the 2 names. You can buy now and likely see double digit increase. With the recent pullback, a good entry point.

BUY WEAKNESS
BUY WEAKNESS
October 23, 2018

He likes the rail. He is interested in this pullback as they were a little overvalued. The bigger play here is them going to grain shippers and other long-term contracts leveraging on the current crude contracts.

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He likes the rail. He is interested in this pullback as they were a little overvalued. The bigger play here is them going to grain shippers and other long-term contracts leveraging on the current crude contracts.

TOP PICK
TOP PICK
October 11, 2018

[The guest could not make any comment about this selection as a top pick due to time constraints].

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[The guest could not make any comment about this selection as a top pick due to time constraints].

HOLD
HOLD
October 10, 2018

They lowered their operating ratio target, which is good, so the stock rose. She likes rails and actually owns CN Rail. Long-term, rails will do well, gaining business in crude oil. Rails will do well if the economy does well. They see good volume growth and pricing. Maybe not buy more but wait instead.

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They lowered their operating ratio target, which is good, so the stock rose. She likes rails and actually owns CN Rail. Long-term, rails will do well, gaining business in crude oil. Rails will do well if the economy does well. They see good volume growth and pricing. Maybe not buy more but wait instead.

BUY WEAKNESS
BUY WEAKNESS
September 28, 2018

Volumes are on fire. Might raise guidance. Not expensive. Still discounts to CNR. Has raised his target price. Models 14% EPS growth. Higher margins. Modelling 8% topline revenue growth. You can buy it here, try for a pullback. It’s a name that will go higher.

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Canadian Pacific Rail (CP-T)
September 28, 2018

Volumes are on fire. Might raise guidance. Not expensive. Still discounts to CNR. Has raised his target price. Models 14% EPS growth. Higher margins. Modelling 8% topline revenue growth. You can buy it here, try for a pullback. It’s a name that will go higher.

BUY
BUY
September 25, 2018

Up 20% YTD. The TransMountain delay helps them. CP is his preferred railway. They don't have the logjams to get deliveries moving, unlike CN. It's gone too far, too quickly though, so for this reason he recommends looking at CN. Both are proxies on the Canadian economy. A NAFTA resolution would be a big boost. Both rails are good.

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Canadian Pacific Rail (CP-T)
September 25, 2018

Up 20% YTD. The TransMountain delay helps them. CP is his preferred railway. They don't have the logjams to get deliveries moving, unlike CN. It's gone too far, too quickly though, so for this reason he recommends looking at CN. Both are proxies on the Canadian economy. A NAFTA resolution would be a big boost. Both rails are good.

HOLD
HOLD
September 20, 2018

It has done very well in the past months given the economy improving. A duopoly, good economics. He likes Transforce Inc. (TSX: TFI) in the space that has just had a whopper quarter.

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Canadian Pacific Rail (CP-T)
September 20, 2018

It has done very well in the past months given the economy improving. A duopoly, good economics. He likes Transforce Inc. (TSX: TFI) in the space that has just had a whopper quarter.

HOLD
HOLD
September 10, 2018

He would continue to hold it. Transportation of crude by rail has been a big issue for this company. He thinks this is the environment we will live in for a while – crude by rail. For 1 to 3 years it is a hold.

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Canadian Pacific Rail (CP-T)
September 10, 2018

He would continue to hold it. Transportation of crude by rail has been a big issue for this company. He thinks this is the environment we will live in for a while – crude by rail. For 1 to 3 years it is a hold.

COMMENT
COMMENT
September 5, 2018

CP-T or CN-T? They are both good to hold as the economy is improving. CP-T is the resource based railway. CN-T may be hurt more by current NAFTA talks, due to its focus on automotive shipments.

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CP-T or CN-T? They are both good to hold as the economy is improving. CP-T is the resource based railway. CN-T may be hurt more by current NAFTA talks, due to its focus on automotive shipments.

BUY
BUY
August 28, 2018

Chart looks great as it busts up through highs. It's taken its time to move along. Looks fine.

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Chart looks great as it busts up through highs. It's taken its time to move along. Looks fine.

COMMENT
COMMENT
August 20, 2018

In this cycle, rails across North America have done spectacularly (as he's senn in his entire career). That said, on a P/B and P/E basis, these stocks are selling at extremes. Stocks that do well in one cycle will not do well in the next. He has a $280 target on CP. Its fair market value is $250. This is now a trading, not an investing, stock.

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In this cycle, rails across North America have done spectacularly (as he's senn in his entire career). That said, on a P/B and P/E basis, these stocks are selling at extremes. Stocks that do well in one cycle will not do well in the next. He has a $280 target on CP. Its fair market value is $250. This is now a trading, not an investing, stock.

BUY
BUY
August 9, 2018

CP vs. CNR? Lots to like about the rails, fuel efficient, easier to go to electric rail. Long-term, likes trains. Right now, locomotive shortage affecting both companies. Today, he’d buy CP over CNR. Both a bit cyclical, but if you’re patient and diversified, CP is the one you want to own. (Analysts’ price target is $273.34.)

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CP vs. CNR? Lots to like about the rails, fuel efficient, easier to go to electric rail. Long-term, likes trains. Right now, locomotive shortage affecting both companies. Today, he’d buy CP over CNR. Both a bit cyclical, but if you’re patient and diversified, CP is the one you want to own. (Analysts’ price target is $273.34.)

TOP PICK
TOP PICK
July 24, 2018

This has a modest 1% dividend that is well-covered. Their sales and earnings were up 9% and 14% in their July report. He expects earnings growth to be 17% this year and 13% next year. Looking at the technical pattern, he thinks there is a possible 41% upside. (Analysts’ price target is $273.34)

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This has a modest 1% dividend that is well-covered. Their sales and earnings were up 9% and 14% in their July report. He expects earnings growth to be 17% this year and 13% next year. Looking at the technical pattern, he thinks there is a possible 41% upside. (Analysts’ price target is $273.34)

BUY
BUY
July 23, 2018

CP-T vs. CTC.A-T. CP-T is not as cheap as it used to be. The rails in general are benefiting from a strong North American economy. They have pricing power. It is a great business. CTC.A-T is basically only exposed to a Canadian consumer. He would be cautious on this one.

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CP-T vs. CTC.A-T. CP-T is not as cheap as it used to be. The rails in general are benefiting from a strong North American economy. They have pricing power. It is a great business. CTC.A-T is basically only exposed to a Canadian consumer. He would be cautious on this one.

BUY
BUY
July 20, 2018

The rails are a very good business to be. High barriers of entry. Good pricing power. Great place to be. The business is much more robust now. Good long-term hold.

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The rails are a very good business to be. High barriers of entry. Good pricing power. Great place to be. The business is much more robust now. Good long-term hold.

BUY
BUY
July 12, 2018

He thinks they have an outstanding CEO. They had a tough start to the issue with well publicized issues and now they are resolved. They are getting more efficient with their capital stock. They run longer trains with shorter dwell times. He thinks they can grow the dividends. He prefers this to CNR-T because of what CNR has to invest in the next few years.

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He thinks they have an outstanding CEO. They had a tough start to the issue with well publicized issues and now they are resolved. They are getting more efficient with their capital stock. They run longer trains with shorter dwell times. He thinks they can grow the dividends. He prefers this to CNR-T because of what CNR has to invest in the next few years.

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