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

Last Price Recorded: $73.5400 on 2015-08-30

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Date Signal Expert Opinion Price
2015-08-24 TOP PICK Peter Brieger

Grain and fertilizers are 15.8% of their business. Coal is 4.1%, forest products are 13.6%, energy is 19.8%, automobiles 9.2%, metals are 12.6%, intermodal is 23.3% and diversified is 5.5%. Even in the face of a slowdown in volumes, it has managed a price increase, reacted very quickly by putting a freeze on hiring, and retired 200 locomotives and 10,000 railcars. They still produced a record 56.4% operating ratio.


Price:
$72.740
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US ECONOMY
Owned:
Yes
2015-08-20 DON'T BUY Ross Healy

Not a particularly good entry point.  He is not positive on the rails.  He would raise as much equity as he could at these high prices. 5.5 times its book value.


Price:
$75.910
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
Unknown
2015-08-20 BUY Paul Harris, CFA

How will they do if a pipeline is not built? He thinks they will do better because that is where a lot of their revenue has been. Without a pipeline, it is the only way to get oil across the country. A great industry to be in, especially if oil turns around.


Price:
$75.910
Subject:
GLOBAL
Bias:
OPTIMISTIC
Owned:
Unknown
2015-08-18 TOP PICK Richard Croft

(Covered Calls. He is playing the last half of the year by taking some option premiums in with he expects that these 3 Top Picks will hold their own or rise. Yield on the total return is pretty attractive. Thinks we could be in a flat market until the end of the year.) He is selling January $82 Calls. As of yesterday the price was $3 with an annual dividend of $1.45. If it rises above $82, you are going to get called away, which would give you a 7% yield in 5 months and a 4.6% yield if it stays where it is. If it declines, it can go all the way down to $76.39 (based on these prices) before you lose any money.


Price:
$79.510
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
CAUTIOUS
Owned:
Yes
2015-08-06 WATCH David Baskin

He hasn't bought it yet. He is watching it. Same for CP. Rails had some weakness due to the commodities crash. Shipment of basic commodities are down. Thinks that the rail story is still a pretty good story. Canadian exports has been increasing this month which is good for CP especially. He owns a US rail carrier called CSX. This is a sector that he likes.

 


Price:
$81.870
Subject:
NORTH AMERICAN - LARGE/MID CAPS
Bias:
UNKNOWN
Owned:
No
2015-07-27 BUY Bruce Campbell (1)

Likes this company and recently bought some. For the first time in years, you can buy this at a discount to the market multiple. A good, safe way to have some North American industrial. More of a north-south railway and Canadian Pacific (CP-T), so you get more exposure. Really good operating ratio.


Price:
$78.530
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-07-23 WAIT Don Vialoux

Its period of seasonal strength is from around the end of October through until March of each year. Technically the stock has recently been in a downward trend and it is outside of its seasonal strength, so not a security that you would probably want to add to right now. Wait until October.


Price:
$78.560
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
Unknown
2015-07-16 TOP PICK Douglas Kee

Increased their dividend by 20% plus this year. Over the last 5 years, their dividend has gone up 13% annualized. The stock is down because of lower volumes of coal, grain and petroleum. However, volumes are up on intermodal and autos. Their guidance is low single digit earnings growth and he thinks that is still possible. Good value at this price. Dividend yield of 1.63%.


Price:
$76.730
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
Yes
2015-07-15 BUY on WEAKNESS Bruce Tatters

The majority of the North American rail companies over the last 4-5 years have been great growth businesses, not only from overall volume growth, but new industries like crude by rail. That has all slowed down. Rails had been trading, up until early this year, in the low 20s multiples which were at a premium growth. Have now backed off to about 17-18 times which is about the market multiple and the growth outlook is for about 8%-10%. He thinks they are fair value. Look for a pullback below market valuations as an entry point.


Price:
$76.580
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2015-07-13 COMMENT Rick Stuchberry

This has had a fair pullback. These were the leading stocks going up; transports are often anticipating better times. Feels they are reasonably priced but he is not in the sector right now. If you are a long-term holder, you will be okay.


Price:
$74.000
Subject:
CANADIAN LARGE & ADRs
Bias:
UNKNOWN
Owned:
No
2015-07-09 TOP PICK Andrew Hamlin

Rails have been badly beaten up recently.  Rarely do income investors get to buy such opportunities.  When the Panama Canal expansion completes, who has the lines all the way down to Central America?


Price:
$71.750
Subject:
NORTH AMERICAN - INCOME
Bias:
OPTIMISTIC
Owned:
Yes
2015-07-06 WAIT Don Vialoux

Does very well from mid October to mid April.  It has come down and broken a support level.  Wait until October.


Price:
$72.900
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2015-07-03 COMMENT Mike S. Newton, CIM FCSI

He is very interested at this price. Has owned shares for a number of years. It is his favourite rail name right now. It has gotten down to a point where he is fretting on his holdings, but it has bounced off a $71 level, and it is really attractive down here. He thinks this is generally a consolidation of gains that they have had over the last 5-6 years.


Price:
$73.860
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
OPTIMISTIC
Owned:
Yes
2015-06-29 BUY on WEAKNESS Michael Simpson, CFA

A buying opportunity.  There are about 6 or 7 railroads in North America.  The intermodal business has been a little weak.  A well run company with incredible dividend growth over the years.  It is safe and will continue to grow.  The stock is off because the business is soft in a couple of categories.  He just looks at it as a buying opportunity. 


Price:
$71.550
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
SELECTIVE
Owned:
Yes
2015-06-26 WATCH David Cockfield

He took some profits, but will probably add it back soon.  It is a little expensive on a multiple side. They have good access into the US.  The oil side has started to slip a bit.  These guys will do okay.  There could possibly be a dividend increase.  A good, safe stock.


Price:
$72.660
Subject:
CANADIAN & ETF's
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
No
Showing 1 to 15 of 821 entries
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