Q: Good day! Many thanks to 5i providing a rudder (and sometimes an anchor) on this rollicking journey.
I have been slowly accumulating CNR for the past couple of years and am now considering whether CP is better positioned over the next decade. I am currently down 8%.
Can I get 5i’s opinion on CN vs CP given each company’s
-past performance,
-quality of management,
-valuations,
-EPS growth projections
-CAN-US trade gyrations
-any other material factors
Thank you!
I have been slowly accumulating CNR for the past couple of years and am now considering whether CP is better positioned over the next decade. I am currently down 8%.
Can I get 5i’s opinion on CN vs CP given each company’s
-past performance,
-quality of management,
-valuations,
-EPS growth projections
-CAN-US trade gyrations
-any other material factors
Thank you!
5i Research Answer:
We have (marginally) favoured CNR as CP needed to consolidate its very large Kansas City...