Q: Can you compare the dividend growth at CN and CP over time? It looks to me that CP hasn’t increased the dividend since Oct. 2020. The longest previous period with no increase in the recent past seems to be July 2012 to July 2016. In contrast, CN seems to increase their dividend every year. But has the rate of increase for both been similar over the long run despite the choppiness at CP? Also, the rate of increase seems to be slowing more recently at CN, it was often double digit increases prior to 2020. Any insights appreciated, thanks.
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Please comment on CP's earnings report.
Thank you
Thank you
Q: I have held CP for some time now. Although it has fluctuated somewhat, it seems to be range bound. Do you see it having much potential to increase? I am starting to consider swapping it for FSV, which seems to just steadily increase. Any comment on that switch?
Many thanks
Many thanks
- Mastercard Incorporated (MA)
- Moody's Corporation (MCO)
- Enbridge Inc. (ENB)
- Canadian Pacific Kansas City Limited (CP)
- TMX Group Limited (X)
- Fair Isaac Corporation (FICO)
Q: Hi ,
Can you please identify me with 3 US stocks and 3 canadian who have a monopoly over their business. ?
I already own CN . I hope it’s one of it?
Thanks. Alnoor
Can you please identify me with 3 US stocks and 3 canadian who have a monopoly over their business. ?
I already own CN . I hope it’s one of it?
Thanks. Alnoor
- O'Reilly Automotive Inc. (ORLY)
- Booking Holdings Inc. (BKNG)
- AutoZone Inc. (AZO)
- Canadian Pacific Kansas City Limited (CP)
- CGI Inc. Class A Subordinate Voting Shares (GIB.A)
- Dollarama Inc. (DOL)
- BRP Inc. Subordinate Voting Shares (DOO)
- Alimentation Couche-Tard Inc. (ATD)
- Ulta Beauty Inc. (ULTA)
- Hilton Worldwide Holdings Inc. (HLT)
Q: If you were to list favourite US and Cdn companies with the added criteria of high cash flow and significant stock buybacks what would they be?
- Canadian National Railway Company (CNR)
- Canadian Pacific Kansas City Limited (CP)
- iShares S&P/TSX Composite High Dividend Index ETF (XEI)
Q: Good Morning 5i group. What are your thoughts for a recently retired person who has a large gain on CNR in an RRSP to sell the position tax free and buy an ETF say XEI and essentially triple the income and also diversify the portfolio further ?
Thanks for the great service, a different ETF or investment idea for consideration would be welcomed.
Thanks for the great service, a different ETF or investment idea for consideration would be welcomed.
Q: i am thinking of switching from CP (2%) to BIP. Looking for growth and div with this move.
Don't like CP drifting lower.
I already own 4% BN. Do you think BIP stock can grow faster then BN?
Don't like CP drifting lower.
I already own 4% BN. Do you think BIP stock can grow faster then BN?
- Canadian National Railway Company (CNR)
- Canadian Pacific Kansas City Limited (CP)
- TFI International Inc. (TFII)
Q: I am wondering about cnr or cp.
Are there any other transportation companies that you find interesting these days?
Are there any other transportation companies that you find interesting these days?
Q: Hi 5i,
I want to add a rail position. What’s your thesis on CNR vs CP?
Thank you!
I want to add a rail position. What’s your thesis on CNR vs CP?
Thank you!
Q: Own BOS and am thinking of switching to CP as I feel that with its recent acquisition it has growth potential. Your thoughts on this switch and CP and BOS in general.
Thanks
Thanks
- CSX Corporation (CSX)
- Norfolk Southern Corporation (NSC)
- Union Pacific Corporation (UNP)
- Canadian National Railway Company (CNR)
- Canadian Pacific Kansas City Limited (CP)
- Berkshire Hathaway Inc. (BRK.B)
Q: Please give me your view on Norfolk Southern Corp.
Thank You in advance.
Thank You in advance.
- Canadian Pacific Kansas City Limited (CP)
- Constellation Software Inc. (CSU)
- Descartes Systems Group Inc. (The) (DSG)
- Thomson Reuters Corporation (TRI)
- BMO Canadian Dividend ETF (ZDV)
- iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ)
- Vanguard Balanced ETF Portfolio (VBAL)
- Brookfield Corporation Class A Limited Voting Shares (BN)
Q: Thank you for your answer on stocks and ETF'S for my son's FHSA account that is starting. The answer included mostly US domiciled names/ETF's and we are looking at Canadian names. Could you recommend a combination of Canadian blue chips and ETF's for a 7 year time frame to monthly contribute and compound before needing funds for a home buyer withdrawal
Thank you
Thank you
- Canadian National Railway Company (CNR)
- BCE Inc. (BCE)
- Enbridge Inc. (ENB)
- Canadian Pacific Kansas City Limited (CP)
- Hamilton Utilities YIELD MAXIMIZER TM ETF (UMAX)
Q: I own CP, CNR, ENB, BCE, in my Rif account and was thinking about selling these to buy UMAX to increase income and keep me in these sectors. They are about 17% of that portfolio and I don't think I am adding risk by doing this but I will be increasing income significantly. Does this move make sense? Thanks, James
Q: Do you consider either railway a good new investment right now? I used your interactive chart to compare the two, and if you bought CNR 10 years ago you are probably pretty happy, but over the last 5 years CP outperformed, and ytd CP has ground up a bit while CN has drifted down. In the current interest rate environment I don’t think anyone is buying either for the dividend? Is there an investment thesis here somewhere or are there just plain better ideas? Thanks for your thoughts.
Q: Please comment on latest earnings reports and your recommendations on these. Thank you.
Q: Hi Peter, why the sell of on the rails - in particular to CN and CP. Was there any news that affected them directly. Also would you consider them a buy and if so which one would you add. Can you also speak to evaluation. Thank you
Q: I would like to buy a railroad for my son's portfolio. I note the Cdn railroads are currently more expensive on a PE basis than the US rails. This would be a long-term hold (he is 29 yoa, and going into RSP). What would be 5i's preferred choice? If you think CP or CNR, I am not opposed to waiting for a more favourable entry point.
- Royal Bank of Canada (RY)
- Canadian National Railway Company (CNR)
- Enbridge Inc. (ENB)
- Canadian Pacific Kansas City Limited (CP)
- Restaurant Brands International Inc. (QSR)
- Berkshire Hathaway Inc. (BRK.B)
Q: If I invested in a saving account for my son and daughter in the Royal Bank, Enbridge and Berkshire for 15 years, would this approach work? My daughter is 16 and my son is 14.
- Union Pacific Corporation (UNP)
- Canadian National Railway Company (CNR)
- Canadian Pacific Kansas City Limited (CP)
Q: I need to choose one railway stock for my rrsp, out of the 3 which one would you say has more upside to it.
Q: Hello, 5i Research group, how was your take on the CNR's & CP's recent earnings? which one has more upside in next couple of years?
Thanks,
Thanks,