Q: The Canadian Investor Podcast gave CNR a right pasting for the capital allocation, specifically blaming them for borrowing money to purchase buybacks.
Can you speak to the management of each company? Which is the better long-term hold?
Can you speak to the management of each company? Which is the better long-term hold?
Q: CN Rail shares were added to the Income Portfolio, Today.
If you decide to add exposure to rails in the Balanced Portfolio, which Canadian rail would be your preference today and why ?
You had mentioned before that CNR has a cheaper valuation and good dividend yield. But, I would appreciate your reasoning to cover other factors like future growth prospects, geographical considerations and total shareholder returns, as well.
Thank You
If you decide to add exposure to rails in the Balanced Portfolio, which Canadian rail would be your preference today and why ?
You had mentioned before that CNR has a cheaper valuation and good dividend yield. But, I would appreciate your reasoning to cover other factors like future growth prospects, geographical considerations and total shareholder returns, as well.
Thank You
Q: And a good morning to you ... Yesterday, someone asked about your two top holds (med to long term). CNR was one of the selections. Why CNR and not CP? Many thanks.