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

Last Price Recorded: $93.4500 on 2017-01-20

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Date Signal Expert Opinion Price
2017-01-20 COMMENT Michael Simpson, CFA

The best rail in North America. Lowest operating ratio and generates a lot of free cash flow. Very customer focused. It continues having good growth. They don’t haul a lot of coal or oil, but incrementally that could be positive. He expects them to continue giving best class execution and continued dividend growth.


Price:
$93.450
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
UNKNOWN
Owned:
Yes
2017-01-16 HOLD Paul Harris, CFA

Sell? Transports have done quite well in the last while and are up a fair bit. This is trading at about 18X earnings. The rail industry has consolidated quite heavily over the last 5-10 years, so you have seen them really thinking about ROI. Because they have a better efficiency and asset utilization, they’ve had better margins, and that is going to continue. With oil stabilizing and commodities doing a little better, you should see better returns over the next while.


Price:
$93.370
Subject:
GLOBAL LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-01-16 PAST TOP PICK Jason Mann

(Top Pick Feb12/16, Up 24.02%) He still holds it and has so for years.  It is reasonable cheap, rising and stable.  About 25% ROE.  PE is about 20 times.  They have a group of asset you can’t replicate anywhere else.  Buy more on weakness.


Price:
$93.370
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2016-12-23 COMMENT Lorne Zeiler

Canadian National (CNR-T) or Canadian Pacific (CP-T)?In his view, this one is the better choice. It is the best quality management, lowest cost operator and the company that puts the most money into their fleet. Trading at a slight premium to Canadian Pacific.


Price:
$91.520
Subject:
NORTH AMERICAN DIVIDEND STOCKS & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Yes
2016-12-19 BUY on WEAKNESS Peter Brieger

It is the best railroad in North America with the lowest operating ratio.  He would want to see it come off 5% more before buying it right now.  CP-T is a little cheaper at the moment but CNR-T has the best long term record.  You have to look at what they haul and what is the outlook for what they haul.  Then look at costs and cost cutting.  Dividends are not as important as for a utility or pipeline.


Price:
$90.000
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL
Owned:
Yes
2016-12-05 HOLD Stephen Groff

It is a great company.  He has a small position.  He has a lot of respect for the management.  They are truly a machine.  Valuation is keeping him from increasing his position.  CP-T had more potential improvements so increased more.


Price:
$89.920
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
SELECTIVE
Owned:
Yes
2016-11-22 COMMENT David Burrows

Transports began selling off at the beginning of the correction in 2015 in the US. That indicated there was probably weakness coming. Coming into this fall, transports were regularly picking up on a relative basis, versus the market. The north/south corridor may not be as good if there is trouble with NAFTA. East/west might be a little better for now.


Price:
$88.970
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2016-11-03 COMMENT Barry Schwartz

(Market Call Minute.) The best run railroad in the world. It has delivered terrific results for long-term investors.


Price:
$83.480
Subject:
NORTH AMERICAN - LARGE/MID CAPS
Bias:
UNKNOWN
Owned:
Unknown
2016-10-28 TOP PICK Bruce Campbell (1)

It is a good.   More US than Canada for economic exposure that pulled back about $4 this week.  It neat the estimates on the street.  Expect a 10% appreciation making it a double digit return.


Price:
$83.210
Subject:
CANADIAN LARGE
Bias:
SELECTIVE
Owned:
Yes
2016-10-26 DON'T BUY Cole Kachur

Kind of a bellwether Canadian stock. Just reported, and earnings were good. They are starting to see a little bit of headwind from their grain capacity. Also, they are not getting some of the premiums that they got moving oil. A good company, but fully valued. He would look elsewhere.


Price:
$84.300
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Unknown
2016-10-14 BUY Don Vialoux

Rails look very interesting, both technically and seasonally. Technically, it is in a nice upward trend, and broke to a new high last week. Historically, railways hit a very important low around the 1st week of October and move higher right through until about the 1st week in January. They then take a bit of a rest and have another run through until springtime.


Price:
$87.150
Subject:
SEASONAL INVESTING
Bias:
BULLISH
Owned:
Unknown
2016-10-13 COMMENT David Baskin

He currently does not have any rails. This has a lot to do with commodity prices, because the rails make so much of their money on the movement of bulk commodities. He is seeing a lot of changes in the commodity markets. A terrific company, but doesn’t think it is a compelling growth story.


Price:
$87.830
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2016-09-14 COMMENT Rick Stuchberry

If he is right on the market, rails will be fine, and will go up. He prefers this one right over Canadian Pacific (CP-T). Transports will go with the market. It makes sense that if the economy gets stronger, the transports will get stronger.


Price:
$80.920
Subject:
CANADIAN & INTERNATIONAL ADRs
Bias:
OPTIMISTIC
Owned:
No
2016-09-13 COMMENT David Burrows

Canadian National (CNR-T) or Canadian Pacific (CP-T)? When the market started to weaken last spring, one of the things that led the market to the downside was Transports. Over the last few weeks, transports have been picking up relative to the market, which is encouraging for the market. This is an interesting time to take a look at the transports. He has a simple view. CN is North-South; US-Mexico. CP is more about East-West and more about commodities and more about global trade. He prefers to make the trade on the North American block. CN right now is about 15% of forest products, and the housing market in the US has been growing now at about 10%. He would prefer this rail at this point.


Price:
$80.930
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2016-09-13 BUY on WEAKNESS Christine Poole

(Market Call Minute.) She likes this, and is waiting for a pullback below $80.


Price:
$80.930
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
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