List by Company Name |
List by Symbol |
| Date | Signal | Expert | Opinion | Price |
|---|---|---|---|---|
| 2013-05-09 | WAIT | Jon Vialoux |
Industrial, which you want to avoid this time of year. Exposed to volatility. Wait for October. Tweet finance |
Price: $101.890 Subject: TECHNICAL ANALYSIS Bias: SELECTIVE Owned: Unknown |
| 2013-04-23 | COMMENT | Jerome Hass |
Just came out with its results and were largely in line with what the market was looking for. Had been pretty well signalled that they had a difficult winter this year as well as a mild winter in 2012. As well, had a native Indian protest in Q1 which disrupted their line. He has a pair trade on with this on one side and shorting Canadian Pacific (CP-T) on the other. He is more negative on CP. Both of them are actually expensive. This rail is a good proxy for the Canadian economy and a good long-term holding. If looking for an entry point, he would hold off. You might be better looking at some of the US rails such as Kansas City Southern (KSU-N). Tweet finance |
Price: $96.990 Subject: CANADIAN MID - LARGE CAP Bias: SELECTIVE Owned: Yes |
| 2013-04-19 | BUY | David Cockfield |
This is one you buy for capital gains. Has a much more reasonable multiple than what you would see with Canadian Pacific (CP-T). Likes that they are quite active in the transportation of oil. Oil tankers are growing at an amazing rate as the pipeline delays are putting pressure on oil prices in Alberta. He sees US and Canadian economies growing in the 1%-2% range. There is a lot more interest in transporting at cheaper rates. Tweet finance |
Price: $98.480 Subject: CANADIAN LARGE Bias: OPTIMISTIC Owned: Yes |
| 2013-04-12 | SELL | Don Vialoux |
This normally moves very strongly from around November each year to around this time of year. During the last couple of weeks, it has broken a short-term support level and established a downward trend. Starting to underperform the TSE Composite and is also trading below its 20 Day Moving Average. Now is the time to take some profits. Tweet finance |
Price: $99.110 Subject: SEASONAL INVESTING Bias: BULLISH Owned: Unknown |
| 2013-04-08 | TOP PICK | Michael Giordano |
Transporting a growing amount of crude, currently about 150,000 barrels a day, which is expected to double to over 300,000 barrels per day. One of the largest rail operators in North America, operating 20,000 track miles and servicing all of Canada’s ports as well as Chicago and the Gulf of Mexico. Diversified right across various commodities. Higher margins than the rest of the rail competition. Yield of 1.75%. Tweet finance |
Price: $98.400 Subject: RESOURCE Bias: SELECTIVE Owned: Yes |
| 2013-04-02 | PAST TOP PICK | Charles Lannon |
(A Top Pick April 24/12. Up 26.32%.) The important heart of this rail is the location of their tracks, East and West in Canada and north and south in the US. Tweet finance |
Price: $100.480 Subject: GLOBAL Bias: BULLISH Owned: Yes |
| 2013-03-26 | DON'T BUY | Bruce Campbell |
This has always been a better operator than Canadian Pacific (CP-T). He would say that both the Canadian rails are quite expensive. Some of the US rails are quite a bit cheaper than either of these. (See Top Picks.) Tweet finance |
Price: $99.850 Subject: CANADIAN LARGE Bias: DEFENSIVE Owned: Unknown |
| 2013-03-19 | SELL ON STRENGTH | Michael Sprung |
Valuations on both railroads frighten him. Would not hold onto them if he owned them. They are selling at levels that rely on major advances in the economy that he thinks are not realistic. In the long run he believes that pipelines are a safer way to transport oil and if there was ever a derailment and oil spill it would wreak havoc. Tweet finance |
Price: $100.370 Subject: CANADIAN LARGE Bias: CAUTIOUS Owned: No |
| 2013-03-18 | HOLD | Peter Brieger |
If you buy at this point, you have to be a long-term holder for 2-3 years. This is a play on the North American recovery and, to some extent, export markets. He likes it. Tweet finance |
Price: $101.050 Subject: NORTH AMERICAN - LARGE Bias: OPTIMISTIC Owned: Yes |
| 2013-03-14 | PAST TOP PICK | Christine Poole |
(Top Pick Mar 8/12, Up 36.97%) Tweet finance |
Price: $103.090 Subject: NORTH AMERICAN - LARGE Bias: BULLISH Owned: Yes |
| 2013-03-11 | HOLD | Larry Berman CFA, CMT, CTA |
CP has the activist shareholder thing going on and so has a premium. Surprised it has done so well. 3-6 months he seems more of a correction risk to the rails. Don’t run out and sell CNR, because the trends are good. If US gets downgraded this one will be hit. Tweet finance |
Price: $103.080 Subject: N/A Bias: CAUTIOUSLY OPTIMISTIC Owned: Unknown |
| 2013-03-01 | COMMENT | Hap (Robert) Sneddon FCSI |
The only thing he would say about the 2 Canadian rails is the Relative Strength Index is very high. Doesn’t mean that it can persist, but it is above 80 and it is coming back down, which is usually a sign of softening. If you are looking at this as a trade, you could buy it now but for longer-term holding, he would prefer getting it at $93. Tweet finance |
Price: $101.680 Subject: TECHNICAL ANALYSIS & MACRO STRATEGY Bias: CAUTIOUS Owned: Unknown |
| 2013-02-27 | TOP PICK | David Cockfield |
This company is hauling Canadian oil and they are likely to double or triple their tank car hauling into the US. They are the ones that go all the way to the Gulf. Thinks this business will continue to grow for them for the next several years. Tweet finance |
Price: $101.680 Subject: CANADIAN Bias: UNKNOWN Owned: Yes |
| 2013-02-22 | DON'T BUY | Jeff Young |
(Market Call Minute.) Stock has done really well. He is not in the rails at the moment as they seem a little bit rich. Tweet finance |
Price: $100.040 Subject: CANADIAN DIVIDEND Bias: BULLISH o n CDN DIVIDEND STOCKS Owned: No |
| 2013-02-20 | HOLD | Don Vialoux |
Chart shows a gorgeous, longer-term, upper trend. Recently just broke to new all-time highs. Tweet finance |
Price: $100.620 Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING Bias: UNKNOWN Owned: Unknown |