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

Last Price Recorded: $81.2000 on 2015-04-19

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Date Signal Expert Opinion Price
2015-04-14 BUY Christine Poole

She had been waiting for a pullback and bought a couple of days ago. This is an opportunity to build a position in this name. The company is still guiding for double-digit earnings growth. They are going to be increasing their dividend. Feels crude on rail is going to be a headwind, but this can be offset by their transportation of other commodities.


Price:
$82.260
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2015-04-06 PARTIAL SELL Larry Berman CFA, CMT, CTA

It has had a great run and ‘as goes the economy so goes the rails’.  But this is not so true anymore.  We need to look at pipeline development lately.  This affects crude by rail.  If you have had a good run he would be inclined to take some off the table.


Price:
$82.520
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2015-03-25 DON'T BUY John Wilson

He owns CP-T.  As a group he is not in love with rails.  CNR-T’s free cash flow conversion has not been as good as other rails.  Grain was a big bumper crop a couple of years ago and now he thinks there is only downside in grain shipments.


Price:
$83.950
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC on US ECONOMY
Owned:
No
2015-03-24 DON'T BUY David Baskin

They should stop having derailments.  Because no one can build pipelines any more.  Oil by rail is the driver.  Prices have come up for these stocks.  The advantage of rail costs over truck costs has diminished.  He owns CSX-N and thinks CP-T is a better bargain.  Stay away from Canadian railroads.


Price:
$85.560
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
No
2015-03-23 DON'T BUY Brooke Thackray

Usually rails to well this time of year into mid-April but we saw weakness in rails recently, probably due to Crude by Rail.  He is not sure he would step in this late into the transportation trade.


Price:
$84.160
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
Unknown
2015-03-17 BUY Ross Healy

One of the best run and maybe ahead of CP-T.  The problem with rails is that they have been doing so well for so long that investors expect they will keep doing this well for a lot longer.  They have gotten very expensive historically.  The US rails have done well also.  There is additional risk if there were an economic slowdown.  Thumbs up short term, but long term they are expensive and destroying value.


Price:
$87.780
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
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
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