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

Last Price Recorded: $72.9000 on 2015-07-07

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Date Signal Expert Opinion Price
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
2015-06-23 BUY Paul Taylor

He likes the rails.  They had a bit of a pullback.  It is in reaction to the weak Q1.  Canadian banks are trading at a premium to their US peers.  He thinks the North American economy is strong and this bodes well for rails.  Crude by rail will continue.  Even though they are pricey, he thinks this is a good place to be.


Price:
$75.230
Subject:
CANADIAN
Bias:
BEARISH on CANADIAN MARKET
Owned:
Unknown
2015-06-22 TOP PICK Michele Robitaille

She likes the dynamics of the rail industry.  Barriers to entry are almost insurmountable.  Consistent annual pricing gains.  They have increased their market share in intermodal.  Their operating efficiency is at the top end of the industry.  They have the capability to get around Chicago which is a very congested area.  The balance sheet is looking good.  There should be continued share buy backs and dividend increases.


Price:
$75.280
Subject:
HIGH YIELD EQUITIES & REITS
Bias:
CAUTIOUS
Owned:
Yes
2015-06-22 BUY Peter Brieger

It is well down from its highs.  They have discounted some of the worries that emanated from a slowdown in traffic from the first quarter.  A lot of people think the US will slow down and this will impact the rails.  He doesn’t agree.  He prefers this one to CP-T.  This is a good time to get in.


Price:
$75.280
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-06-18 COMMENT Greg Newman

Transports have been failing in the US and everybody has downgraded their targets. This one is trading at around 17X 2015 estimates, versus its five-year average of 17.9. He models 11.4% EPS growth over the next couple of years. As long as we are not going into a really tough economy, which he doesn’t think we are, then he thinks you can get constructive on this and Canadian Pacific (CP-T) at these levels. Realize though that there are not going to be any catalysts for the next couple of quarters.


Price:
$74.920
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
BULLISH
Owned:
Yes
2015-06-16 BUY on WEAKNESS Brian Acker, CA

Both Canadian National (CNR-T) and Canadian Pacific (CP-T) have to go back, $65 for CNR. They have gotten extraordinary profits from shipping oil in the last 1-1.5 years. Even though his model price is $96, $64.82 would be his next purchase price.


Price:
$73.380
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
Yes
2015-06-08 DON'T BUY Michael Sprung

He doesn’t own any rails at the moment. They are representative of growth in the economy. Thinks the stocks have pulled back because people are worried about volumes going forward. This one has benefited from the stronger US economy, so after having as big a run as it has had, he thinks we are seeing a bit of a pause. He wouldn’t be stepping in at this price point.


Price:
$71.920
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
No
2015-06-05 HOLD Keith Richards

Chart shows a great long-term uptrend from back in 2011, which is a great looking chart for a long-term investor. It is finding support at its last low at around $72.50-$73. At this point he would say the stock is safe and would buy it as long as it confirmed the bounce off the trend line. If he owned it he would probably stay with the story.


Price:
$73.510
Subject:
TECHNICAL ANALYSIS
Bias:
CAUTIOUS
Owned:
Unknown
2015-06-04 TOP PICK Mike S. Newton, CIM FCSI

Not sure that it is finished its little mini correction here, but it is only down 15% from its recent highs. The whole American transport space is trading down quite a bit in the last couple of weeks, as though the economy is coming to a complete halt, which is not the case. The safety issues, derailments, crude by rail discussions are all factored in and baked into this correction, so it is probably a good time to start looking at this again. Dividend yield of 1.69%.


Price:
$73.910
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BULLISH
Owned:
Yes
2015-06-03 HOLD Alex Ruus

A great long-term investment area, because they are not really building a lot of new rail lines, and they tend to be very valuable franchises. Over the last 4-5 years they have done phenomenally well, and are going through their first rough patch in a while. In the short term there is still going to be a little bit of selling pressure.


Price:
$73.660
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
No
2015-06-02 COMMENT Lorne Steinberg

An incredibly well run railway. Have been delivering double-digit earnings growth in what has historically been a cyclical industry. It probably deserves its high valuation. Too expensive for him.


Price:
$73.550
Subject:
Deep Value Global Equities
Bias:
UNKNOWN
Owned:
No
2015-05-22 PARTIAL SELL Bill Carrigan

Not a big fan of the rails, and thinks they have some headwinds. There is going to be a lot of regulations going on with the movement of crude. There are maybe 1 or 2 rails that are not selling off, because they are consumer related. This has broken down below the 200 day moving average. If you own, he would take advantage of the recovery that is there now and reduce into it.


Price:
$74.410
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Unknown
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