In the event something should happen to Mr. Castro and the relationship changes with the US, this company is going to fly. It is performing relatively well. Has significant exposure to coal, which is a market that is performing very well.
When the stock is not participating in a bull market, steer clear. A strong Company and well financed with good products but there is no real excitement. If the market rolls over, it would get hit hard.
(A past top pick Nov 3/03. Up 44.38/46.34%.) Metals have had steadily rising in demand coming out of Asia.. Also, there has been consolidation leaving fewer companies.
The economy has been picking up and CP is a beneficiary of that. They do a lot of commodity shipping and it looks like commodity prices are going to stay firm for some time.