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
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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