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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: Over the last 20 years CNR and KSU have been outstanding performers. CNR up about 2000% and KSU up 7500%!! Both have been better than Birkshire Hathaway. Which would pick for a long hold? Have the metrics of these RRs changed? In particular, does KSU still have the advantage that propelled it 20 years ago? It has lagged of late.
Read Answer Asked by Greg on February 13, 2017
Q: Hello gentlemen,

My query pertains to CNR. I took in half a position yesterday (2.5%) and was hoping to wait for a pullback within the next few weeks to buy the remaining half. Do you think the rails are too richly valued at the moment ? Given CNR north south trajectory thorough the continent, do you think it's shipments, and in turn it's stock price may be negatively impacted by potential border taxes ?

Please enlighten me as to whether you are of the opinion that a full poisiton can be purchased, and how you would approach. Do you view this as a solid buy? I'm 31, so my horizon is very long.

Thx

KR
Read Answer Asked by Karim on February 10, 2017
Q: Could you please confirm for me that the following stocks qualify for the dividend tax credit.
$BAM.a, $CGX, $ENB, $WSP, $SLF, $BCE, $CNR, $MG and the ETF $CEW.

Thanks as always,

Vater
Read Answer Asked by Valter on January 24, 2017
Q: I am trying to high grade my portfolio and looking 2-3 yrs out for total return, would you swap the stocks in the following 3 scenarios or would you stay put. 1. TFI for CNR, 2. MX for SJ, 3. Bad or RUS for SIS. A small explanation as to why would be appreciated. Thanks and keep up the fantastic work.
Read Answer Asked by Sandy on December 07, 2016
Q: Between CNR and CP, which one do you recommend today and going forward in the Trump era, and reasons as to your preference.
Does it make sense to own both Telus and BCE?
Thank you,

Read Answer Asked by Nadine on November 24, 2016
Q: I already have a 5.91% position in Canadian National Railway (CNR). Is there too much overlap if I buy Stella Jones (SJ)? If not, what percent of a portfolio would you make SJ at current share prices and market environment?

Thanks again.

John
Read Answer Asked by john on July 13, 2016
Q: Just wondering your opinion of CN amending it's Normal Course Issuer Bid to allow it to buy from a "Third Party" from Sept 16th - Oct 23rd its own shares for cancellation....

MONTREAL, Sept. 11, 2015 /CNW/ - CN (TSX: CNR) (NYSE: CNI) announced today that the Toronto Stock Exchange (TSX) has accepted CN's amended notice of intention to make a Normal Course Issuer Bid (the Bid). The notice has been amended to permit the repurchase by CN of its common shares under a specific share repurchase program (the Program) during the term of the Bid. The purchases will form part of CN's Bid for up to 28 million shares announced on Oct. 21, 2014.

CN will enter into an agreement (Agreement) with a third party to repurchase its common shares through daily purchases that will take place from Sept. 16 to Oct. 23, 2015. Pursuant to the terms of the Agreement, and subject to the terms of an issuer bid exemption order issued by the Ontario Securities Commission (Order), the third party will purchase CN's common shares on the open market in accordance with the rules applicable to the Bid. The price that CN will pay for any common shares purchased by it from the third party under the Agreement will be negotiated by CN and the third party and will be at a discount to the prevailing market price of CN's common shares on the TSX at the time of the purchase. Information regarding the number of common shares purchased and aggregate purchase price will be available on the System for Electronic Document Analysis and Retrieval (SEDAR) at www.sedar.com following the completion of the Program.

Is this just a way for CNR to repurchase more shares in a shorter period than it would be allowed to do on it's own?
Also I see the results of the "Program" will/does not get reported to SEDAR until it is over, just prior to CN reporting its 3rd Quarter results. Do you have any idea who this Third Party might be?

Thanks in advance,
Scot
Read Answer Asked by Scot on September 16, 2015
Q: CNR appears to be trading at a discount price. Do you agree? What would you think of me adding this stock to my portfolio that more or less replicates your balanced equity portfolio? If I were to replace one of your suggested stocks for CNR which one would you recommend I change? Also can you comment on holding railway stocks in general now and if Canadian Pacific would be a better pick than CNR. Thanks for all you do. You are awesome!
Read Answer Asked by Pamela on June 17, 2015
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