Today, Larry Berman CFA, CMT, CTA and Varun Anand commented about whether TWM.TO, FER-SM, QTS, KEY.TO, AMT, MIC, CAT, CCI, AQN.TO, INXN, GEI.TO, WCN.TO, NPI.TO, INE.TO, IPL.TO, TRP.TO, ENB.TO, CP.TO, CNR.TO, WSP.TO, ALA.TO, RCI.B.TO, ATRL.TO, VGSH, AMLP, ZWU.TO, ZPS.TO, HDGE are stocks to buy or sell.
CP-T vs. CNR-T. He likes the rails. There is no possibility of another national rail network in the US or Canada. He thinks CP-T has more levers to pull to offset volume declines in 2020. They have more projects they can do to offset mining sector headwinds.