- 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?
5i Research Answer:
We still like TFII a lot and would be fine buying. We are mostly indifferent between CNR and CP. We would lean slightly to CNR today but would be happy with either. Both of course are tied to the economy, but are very well-run entities with an semi-duopoly in Canada. Both have US exposure as well. CNR is a bit cheaper on valuation and has a higher dividend yield.