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.  

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.  

They are not in this space due to changing demographics – he watches cable, but not his kids. This whole sector will face increasing competitive pressure from the likes of Amazon Prime and online streaming.

 This is basically owned by the Weston family, who has a long time horizon.  In the longer term the stock will do okay.  It is a well operated company, but does not have the growth profile they look for to invest in.  

It is a buy and he currently owns it.  It has a tough year, but will be able to grow at over 10% per year.  They are testing electric opportunities in Europe – a forward thinking company.  

In the short term, it will be difficult to see grow.  He would prefer to hold Pembina, with a little smaller profile.  Investors will be attracted to this space for the income.  

Difficult to know in the short term if this is the place to enter. It has some very positive attributes – good cash flow and good land holdings. They have decided to lay off 17% of their staff to reduce costs to survive. When it is down and out, it is not the time to sell – maybe time to buy.