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

Last Price Recorded: $101.0500 on 2017-10-18

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Date Signal Expert Opinion Price
2017-10-05 COMMENT Ross Healy

You may get a little pop in this, but the problem is that it has reached a little beyond its intrinsic value. It is having a very hard time going anywhere at this juncture. He would be more on the side of trading out, looking for a bottom of around $75, rather than owning it.


Price:
$101.390
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2017-09-20 COMMENT Zachary Curry

This is really predicated on economic growth. There are 2 facets to their model. One is price increases and the other is volume increases. They have been able to pass on price increases fairly consistently. On the volume side, it is economic growth. A very well-run rail with a low operating ratio.


Price:
$101.100
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on CANADIAN MARKET
Owned:
No
2017-09-19 COMMENT Nick Majendie

His preferred choice in rails, and his biggest investment in that sector. They have a tendency to outperform their guidance, and thinks they will do it again this year. Very strong cash flow growth. Good operating ratio performance. Because of the free cash flow growth, the dividend keeps constantly being increased.


Price:
$100.740
Subject:
CANADIAN LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2017-09-12 BUY Christine Poole

Growth stock for a dividend investor? This would be a high-quality growth stock. A very strong operator and obviously benefits from an improving economy and improving trade. It has a record of an increasing its dividends. This is the best operator of all the rails.


Price:
$99.660
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-09-06 COMMENT Stephen Groff

An outstanding rail. Very well-run with a deep management bench. An excellent franchise in terms of where they touch on the coast. However, it is all about what you pay for a business. This is not cheap. There are other rails that are better value such as CSX Corp (CSX-Q), where expectations are not as high. They’ve had certain service issues and Hunter Harrison will truly enact the plan he has laid out and issues will be resolved. Dividend yield of 1.7%.


Price:
$99.220
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
UNKNOWN
Owned:
No
2017-09-06 COMMENT Keith Richards

The stock has moved up, but is now looking like it is breaking the upward trend line. It is most definitely consolidating. It could consolidate for a while and then move up again. That is not a bad thing, but you have to be a patient person during that period.


Price:
$99.220
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
No
2017-08-30 TOP PICK Mike S. Newton, CIM FCSI

If Canada is going to do well, and we are going to have a back half pick up like everyone thinks, why not own this. The recent pullback represents a buying opportunity. Dividend yield of 1.6%. (Analysts’ price target is $109.70.)


Price:
$100.640
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BULLISH
Owned:
Yes
2017-08-28 PAST TOP PICK Bruce Campbell (1)

(Top Pick Oct 28/16, Up 18.51%)  The rails that have done well and are no longer cheap.  The trend line is not broken, but it sure needs to hold in.  If planned pipelines are not built we may get a lot of crude by rail.


Price:
$99.100
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-08-28 TOP PICK Richard Croft

Covered Call. A stock he thinks would benefit if the Canadian economy continues to do well. The Canadian economy is in pretty good shape and this company is representative of that. There was a downturn recently in the stock price, and this is a good entry point. He would look at an “at the money” covered call on this. Dividend yield of 1.6%.


Price:
$99.100
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
UNKNOWN
Owned:
Yes
2017-08-23 BUY Douglas Kee

It is a long term core holding. It has come off a bit recently after a huge run.  At current prices it is fully valued.  He wants to buy it in the low $90s or high $80s.  They increased their dividend 10% plus for the last 5 years.  He prefers this to CP’s dividend record.  He also likes that it is more North/South.  It is more US oriented. 


Price:
$99.810
Subject:
CANADIAN DIVIDEND
Bias:
SELECTIVE
Owned:
Yes
2017-08-21 BUY David Driscoll

Has owned and holded since 1997. CNR has advantages in North America.  They are North/South as well as East/West. They can transport goods from Winnipeg to Mexico City. Their acquisition allows them to get around Chicago quickly.  They own a quarter of the container port in Prince Rupert BC, which is a day closer to Hong Kong than other coastal ports. Premier rail company in Canada and North America.  They don’t just transport grain, they transport all sorts of products.


Price:
$99.910
Subject:
GLOBAL
Bias:
DEFENSIVE
Owned:
Yes
2017-08-18 BUY on WEAKNESS Norman Levine

It is the best run railway in North America.  They need increasing volumes in products and commodities to move.  They have a big exposure to cross boarder business and not so much to commodities.  Hopefully NAFTA stays as it is.  The dry weather out West could be bad for them.  Buy as they sell off.


Price:
$100.000
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2017-08-17 BUY Bruce Campbell (1)

(Market Call Minute)  Get it under $100 if you can buy.  It is a nice offset if you own pipelines.


Price:
$101.210
Subject:
CANADIAN LARGE
Bias:
SELECTIVE
Owned:
Unknown
2017-08-03 COMMENT John Stephenson

Canadian National (CNR-T) and Canadian Pacific (CP-T). These have both lagged relative to the market. The market tends to allocate cash toward certain areas and groups at the expense of others. He thinks it is more of a function of what is going on. Overall, the valuation is not super compelling. If it is a long-term call you are looking for, he would just buy them and put them away.


Price:
$100.190
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2017-08-01 HOLD Bruce Murray

This has pulled back. The grain crop in Western Canada has been light. Growth rates have been good for the last couple of years, so people have been working for them to slow down. On a long-term basis, it has been a wonderful company to own. They still have the ability to move forward and grow with the economy, and gradually take market share away from trucking, etc.


Price:
$99.780
Subject:
NORTH AMERICAN
Bias:
BULLISH on US MARKET
Owned:
No
2017-07-31 DON'T BUY Brooke Thackray

From a seasonal point of view, rails do not do well at this time of year. In fact, there is a pullback in the overall transportation sector. The chart shows this has broken its upward trend. He has a small Short position on the transportation sector. Rails during the month of August, since 1990, have produced an average loss of 2.6%, and have only been positive 42% of the time.


Price:
$98.520
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
Unknown
2017-07-26 WAIT David Cockfield

Thought this was a little expensive for some time, and yet it kept moving up. It is definitely overpriced at present levels. Multiples are quite high. The dividend is nothing to write home about. He would sit on the sidelines and see what happens over the next while.


Price:
$99.000
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Unknown
2017-07-24 COMMENT Keith Richards

Rails are starting to look a little iffy. The chart looks like it has a slight toppy looking formation going on. It looks like it is testing the bigger upward trend line, which is running from 2016. The chart shows a small neckline break, but the bigger picture is, is the big trend line still being held? $100 is going to be significant for the stock. If it holds it over the next couple of months, then you are probably okay. If it breaks it by much, and stays below $100 for long, it could be a problem.


Price:
$101.630
Subject:
TECHNICAL ANALYSIS
Bias:
CAUTIOUS
Owned:
Unknown
2017-07-20 BUY on WEAKNESS Hap (Robert) Sneddon FCSI

He is looking to buy this. It has come into his model, but he needs a little bit of discretion as to when to pull the trigger. It has seen some short-term support levels at around $106, which brought in a lot more selling down to around $103. If we get the procyclical bump in the market, he would stick around with this. Expects some weakness next week. Seasonality kicks in around September.


Price:
$103.220
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH
Owned:
No
2017-07-05 COMMENT Daniel Lloyd

Rails in general are interesting businesses in that they are very unique assets. They are very economically sensitive. If you believe that an eventual fiscal stimulus will come to the US, names like this will do very well. He is a little more skeptical on that. In general, this is fully valued.


Price:
$106.150
Subject:
CANADIAN
Bias:
BULLISH on ENERGY
Owned:
No
2017-07-04 BUY on WEAKNESS Bruce Campbell (1)

He likes this, but would like an entry point that started in the $90 area. Wait for this to drop under $100.


Price:
$104.650
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2017-06-27 COMMENT Ryan Bushell

One of the lowest dividend yields that he holds at 1.5%. Likes the company long term, but it is pretty rich at these prices. The dividend has been growing at mid-teens over the last 5 years. This company has great prospects ahead of it. He has been trimming his holdings recently. He would like to see the dividend at 2% before accumulating more.


Price:
$106.780
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
Yes
2017-06-26 WATCH Peter Brieger

This has had quite a run and wouldn’t buy it at this time. All the rails are expensive. He would like to see this pull back at least 5%-8%.


Price:
$107.010
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-06-20 BUY David Burrows

The economically sensitive sectors in the market rested from December through May. Since May, we have seen a reacceleration in financials, industrials and transports. He likes transports. The rails have a real exposure to North American economy. This one has great north-south exposure, and has been one of the best performing rails in North America.


Price:
$106.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-06-16 COMMENT Greg Newman

Just guided 10% EPS over the next 5 years. They claim they have a competitive advantage in technology, that will allow them to stay ahead of the competition. Great balance sheet. Very good growth. He models 12% EPS growth over the next couple of years. The only thing is, it is very expensive.


Price:
$107.570
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
BULLISH
Owned:
Unknown
2017-06-13 BUY on WEAKNESS Barry Schwartz

Any pullback on this is a “must buy”. It keeps going straight up. Management is fabulous.


Price:
$105.320
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-06-12 WATCH Keith Richards

He made some profit on it.  It is facing the same problem as the FANGs.  It is not a bad stock.  A lot of stuff needs to correct, however.  It needs to correct back to its trend line. 


Price:
$105.830
Subject:
TECHNICAL ANALYSIS
Bias:
CAUTIOUS
Owned:
No
2017-06-06 PARTIAL BUY John Stephenson

The rails are good. They are typically a little expensive in terms of valuation, but they are a great way to play this industrial theme that is on. You would be hard-pressed to find a much better run company than the rails, and there is really only a choice of 6. He would buy a little bit every day and buy little more on any pullback.


Price:
$105.980
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2017-06-02 COMMENT Brian Acker, CA

This is underpriced compared to Canadian Pacific (CP-T), and he would give this one the edge. It will probably go to $118.51.


Price:
$105.860
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
Unknown
2017-05-18 DON'T BUY David Cockfield

Has lightened up his positions in this. It got to a point where it was reasonably expensive. Thinks this has pretty well done all it can to improve its operations. With the new pipelines going in, the oil side looks like it is not going to be as accretive to the bottom line. It looks a little expensive for railroad. This is not the time to step in.


Price:
$99.940
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Yes
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