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

Last Price Recorded: $84.1700 on 2016-08-23

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Date Signal Expert Opinion Price
2016-08-10 COMMENT Jon Vialoux

Transportation stocks tend to do well from about September all the way through to November, with an average gain of about 12%. October alone has tended to gain an average of 5.4%, and has been positive 80% of the time. Chart shows this broke above resistance, which goes back quite a way, and it is just trying to consolidate here. Momentum indicators are turning positive also. It looks good.


Price:
$81.930
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
Unknown
2016-08-08 HOLD Don Vialoux

Moves lower this time of year, but is doing better this year at this time.  He would be cautious at these levels.  Look at indicators to see when you want to take profits, probably in the next couple of weeks.


Price:
$82.050
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
Unknown
2016-08-02 COMMENT Greg Dean

The commodity downturn we saw happen 1.5 years ago, had a big impact on volumes, not just oil, but a number of things that were shipped by rail. This, and Canadian Pacific (CP-T) have become phenomenal businesses over the last 15 years in terms of returns. Rails are businesses he wants to own at the right price, and the right price on this was a couple of months ago, so he has not been adding to it since. This represents good value today. Prefers Canadian Pacific even though it is more expensive.


Price:
$80.990
Subject:
GLOBAL GROWTH
Bias:
UNKNOWN
Owned:
Yes
2016-07-29 HOLD Lorne Zeiler

Trading at fair value, but doesn’t expect a lot of upside in the near term. He really likes that even though they have had declining revenues by about 11%, they are the leaders in their industry, the most cost-effective player and have been able to raise prices. In spite of the revenue decline, they are only down about 2.5% in terms of earnings. A cautionary note for the near term is that transport stocks tend to move with the market, and often tend to lead the market. If we see a 5%-10% pullback, this is good to follow. Trading at 18X forward earnings, a level that it has been trading at for the last 3-4 years. Doesn’t expect a lot of earnings growth in the near term. 16X forward earnings would be a great entry point. Dividend yield of 1.8%.


Price:
$82.770
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2016-07-25 BUY Norman Levine

(Market Call Minute) It is in the best position of the rail ways because of less commodity exposure and because it is North/South.


Price:
$83.990
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2016-06-23 BUY on WEAKNESS Brian Acker, CA

An entry point on this is $71.50. His model price is $98.80, a 30% upside. Has been waiting for this to come back.


Price:
$76.030
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
Unknown
2016-06-21 WAIT Zachary Curry

Feels the rails are in for a bit of a rough go. There are a bunch of factors working against them. Oil shipping by rail is a factor and consumer demand is pulling back. The change in the CEO will create some potential small dislocation. If holding for a long-term, it is a great one.


Price:
$74.800
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
No
2016-06-20 BUY James Telfser

Industrial company with a good, safe dividend. Very well-run. He is considering buying at these levels. Valuations usually don’t get down to these levels. A high-quality dividend growth stock, and one you can buy and tuck away for a few years.


Price:
$75.480
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
No
2016-06-17 HOLD Norman Levine

Canadian National (CNR-T) or Canadian Pacific (CP-T)? He owns this one and prefers it. It has less commodity exposure and more cross-border north/south from Mexico. The whole transportation division has been weak lately, but likes it as a long-term investment. You don’t have to run out and buy the rails at this time.


Price:
$75.120
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2016-06-16 BUY Paul Harris, CFA

Canadian National (CNR-T) or Canadian Pacific (CP-T)? He likes the rails. This has suffered in the last little while and kind of moved sideways. Buying at these levels makes a lot of sense. A great thing about the rails is the effect that shipping has on the environment. It is much better to transport by rail than by trucking. Also, the rail industry has really consolidated over the last 10 years, and are far more conscientious about their cost structure and their return on capital.


Price:
$75.130
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2016-06-15 HOLD Bruce Campbell (1)

There are some economic concerns with some specifics. As long as you think the US economy is going to hang in, and show the 2%-3% growth that he thinks it is going to, it would be a Hold. The next time it gets to $81, he will be thinking of it as a possible Sell.


Price:
$75.030
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-06-09 PAST TOP PICK Douglas Kee

(A Top Pick July 16/15. Up 1.61%.) Well-managed with a low operating ratio. They are being challenged by lower volumes, but longer-term this is a good place to put your money. For him this is an Add in the low $70 and a Trim in the high $70.


Price:
$76.560
Subject:
CANADIAN DIVIDEND
Bias:
CAUTIOUS
Owned:
Yes
2016-06-08 PAST TOP PICK Mike S. Newton, CIM FCSI

(A Top Pick June 4/15. Up 6.79%.) The whole story for this and Canadian Pacific (CP-T) was the margin expansion and the revenue drivers that were going in the right direction. All of that has gone the other way. All the drivers that have been driving this down, are actually turning it around.


Price:
$77.170
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2016-06-07 BUY David Driscoll

Has owned this since 1997. Gives you dividend growth roughly in the 20% range per year. The lowest cost rail in North America, because they have both east-west and north south connections, from Winnipeg to Mexico City and coast-to-coast. They also own 25% of the container port in Prince Rupert.


Price:
$77.440
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2016-06-06 BUY Barry Schwartz

Great company.  The rails have been tough recently.  He recently exited CSX rail.  CNR-T is in much better shape.  He would continue to hold it, but you have to be patient.  Start to buy for the long term.


Price:
$77.430
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
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