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Canadian National R.R. Stock Symbol: CNR-T

Last Price Recorded: $86.3500 on 2015-03-01

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Date Signal Expert Opinion Price
2015-02-23 BUY on WEAKNESS Peter Brieger

One of his favourite North American rail companies. 


Price:
$86.720
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2015-02-10 DON'T BUY Jerome Hass

Still trading at about 17X forward earnings, so it is above its historical norm. Institutional investors trade this on a forward PE, and it is at the top end of that, so this is not a great entry point. However, as a long-term investment, it is a great proxy for the Canadian economy. Also, relatively modest in terms of it’s debt load. He just would not invest in it currently.


Price:
$87.360
Subject:
CANADIAN MID-LARGE & SHORT-LONG STRATEGIES
Bias:
UNKNOWN
Owned:
No
2015-01-27 HOLD Mike S. Newton, CIM FCSI

This is still his preferred rail name. If you pay too much attention to the research, it will tell you it is overvalued and you get nervous. He has just kind of put this thing away, and his Stop will tell him when he is getting into the Yellow zone.


Price:
$85.160
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
Yes
2015-01-26 PAST TOP PICK David Burrows

(A Top Pick Jan 23/14. Up 45.16%.) Rails have been a wonderful investment over the last few years. The risk to the story right now is the slowdown in the oil patch. This one, of any of the rails, has more north/south traffic all the way to Mexico. Lumber was 20% of their freight revenue in 2001-2002, so there is some opportunity here, but possibly some risk from energy.


Price:
$85.440
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US MARKET
Owned:
Yes
2015-01-19 WAIT Don Vialoux

Rail.  Seasonality tends to be from October to November and February until May of each year.  You aren’t going to do that well until the end of February.


Price:
$80.440
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
BULLISH
Owned:
Unknown
2015-01-19 COMMENT Zachary Curry

One of the drivers in Canada on the rails has been the shipping of oil. To see this continue, there will have to be some stalling on the new pipeline builds. Also, the pricing of services where they have the 2%-4% increase every year, which would have to continue.


Price:
$80.440
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2015-01-16 HOLD Ryan Bushell

This initially got hit a little bit on oil, because people were worried about crude by rail volumes going down. However, fuel is an input, so they are saving some money. Also, the economy should pick up. If the economy picks up more and you are expecting accelerating growth in the US, this is one of the only North American railroads, and could stand to benefit in this type of environment.


Price:
$79.790
Subject:
CANADIAN LARGE (DIVIDENDS)
Bias:
OPTIMISTIC
Owned:
Yes
2015-01-15 BUY Michael Bowman

A core holding for him.  The company will continue to do well with the increase in housing in the US with the transport of lumber.  You have a little bit of an uptrend going on here.  You could wait until the stock gets down to the 200 day for safety.  Great company, but you have to hold for the long term.


Price:
$78.620
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
Bullish on Canadian Equities
Owned:
Yes
2014-12-29 HOLD Peter Brieger

Looking out 3-4 years, this is consistent with a recovery in the US, so he would continue to own this.


Price:
$80.620
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2014-12-17 COMMENT David Baskin

The most efficient railroad in North America. Its operating margins are terrific. Balance sheet is pretty good. Funds from operations are pretty good. There is lots of room to increase the dividend. Although they have weather exposure in Canada and some exposure to the oil industry, they have a well diversified load in excess of 30,000 km of track. The company is fabulous; however, the stock is really expensive. If you could buy this at $60, it would be a terrific buy. He is not sure if it is ever going to go back to $60. He prefers CSX (CSX-N), a high-quality US carrier and trading at a much lower price earnings multiple, and with a higher dividend it is a better buy.


Price:
$78.160
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2014-12-16 BUY on WEAKNESS Stephen Takacsy, B. Eng, MBA

Less exposure to oil than CP-T.  It never quite gets cheap enough for his metrics.  There will be some volatility now.  Buy about $70.


Price:
$76.590
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
No
2014-12-16 TOP PICK Mike S. Newton, CIM FCSI

This is trading off in sympathy with what is happening in oil. This is a great derivative play. What he finds interesting is that crude by rail and fracing sand shipments are about 9% of their business. They do a lot of merchandise, a lot of international intermodal with the best operating margins at about 37%. Yield of 1.31%.


Price:
$76.590
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2014-12-15 BUY Michael Bowman

58% operating ratio.  Probably getting hurt somewhat in crude by rail, but saving a ton in fuel.  You need this in your portfolio.


Price:
$74.550
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
DEFENSIVE
Owned:
Unknown
2014-12-10 COMMENT Alex Ruus

Getting hit because of a perception they may get hit on the “crude by rail” in terms of volumes. There is an entire peripheral damage type discussion that is starting to spook the entire street that is looking for whatever exposure anything might have to a low oil price. This and Canadian Pacific (CP-T) have benefited over the last 5 years in the ramp up in oil transported by crude, as well as sand for fracing transported by rail. The reality is that it is less than 5% of their business. Valuations on railways have come up, but people have made a lot of money on the stocks and are getting a little jittery and are starting to pull the trigger now. This could be due for a 10% pullback; these are great, long term businesses.


Price:
$73.620
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
No
2014-12-03 DON'T BUY Brian Acker, CA

Both Canadian National (CNR-T) and Canadian Pacific (CP-T) are very expensive. The stocks, in terms of valuation, have not been higher. Thinks they do come back. Trading at EBV +5 in terms of valuation. You are in the bottom of the 9th inning with these 2 companies. Too overpriced.


Price:
$79.430
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
No
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