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.
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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.
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Amazon.com Inc. (AMZN)
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Alphabet Inc. (GOOG)
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Lowe's Companies Inc. (LOW)
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Canadian National Railway Company (CNR)
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BCE Inc. (BCE)
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Enbridge Inc. (ENB)
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TC Energy Corporation (TRP)
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Sun Life Financial Inc. (SLF)
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TELUS Corporation (T)
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Restaurant Brands International Inc. (QSR)
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Capital Power Corporation (CPX)
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Superior Plus Corp. (SPB)
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Tricon Residential Inc. (TCN)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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A&W Revenue Royalties Income Fund (AW.UN)
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Tamarack Valley Energy Ltd. (TVE)
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BMO Covered Call Canadian Banks ETF (ZWB)
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BMO Covered Call Utilities ETF (ZWU)
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Hydro One Limited (H)
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Perion Network Ltd (PERI)
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Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC)
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Brookfield Corporation Class A Limited Voting Shares (BN)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
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Lumine Group Inc. (LMN)
Q: If you had $20,000 to invest today for and Income with some growth investor in an otherwise well diversified portfolio, what would you pick or just add to?
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Canadian National Railway Company (CNR)
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BCE Inc. (BCE)
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Enbridge Inc. (ENB)
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Great-West Lifeco Inc. (GWO)
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Sun Life Financial Inc. (SLF)
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Fortis Inc. (FTS)
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Pembina Pipeline Corporation (PPL)
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Brookfield Renewable Partners L.P. (BEP.UN)
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Hydro One Limited (H)
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Life & Banc Split Corp. Class A Shares (LBS)
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Nutrien Ltd. (NTR)
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E Split Corp. Class A Shares (ENS)
Q: I did reorganize all my portfolio for a dividend focused portfolio , and already did sell most of the stocks for selected ETFs ,except the 12 stocks mentionned.I wish to only keep 12 "financially safe stocks" on long term + at low risk of dividend cut.If those 12 stocks do not all match this objective,wich ones could be sold and then replaced by what individual stock suggested ? regards,JY
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Canadian National Railway Company (CNR)
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CAE Inc. (CAE)
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Russel Metals Inc. (RUS)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Richelieu Hardware Ltd. (RCH)
Q: I am looking for a replacement for cae in the industrials. Already own wsp, mg, tfi. Also can you give me 3 or 4 solid companies with little dept and low valuations.
Thanks Steve
Thanks Steve
Q: What would you consider to be a good entry point for CN Rail at this time? 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.
Q: I always thought railways were boring but CNR's chart is quite impressive!
Do you think they may initiate a share split? I think the share price is higher than they have previously allowed before a split. Would now be as good a time as any to step in or what headwinds could they face?
Many thanks!
Do you think they may initiate a share split? I think the share price is higher than they have previously allowed before a split. Would now be as good a time as any to step in or what headwinds could they face?
Many thanks!
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Royal Bank of Canada (RY)
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Canadian National Railway Company (CNR)
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Enbridge Inc. (ENB)
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Canadian Pacific Kansas City Limited (CP)
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Restaurant Brands International Inc. (QSR)
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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.
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Union Pacific Corporation (UNP)
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Canadian National Railway Company (CNR)
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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, is CNR buyable at this level and if so, why? Should I wait in case there is an economic slowdown later this year? Thanks
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,
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Canadian National Railway Company (CNR)
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Constellation Software Inc. (CSU)
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Magna International Inc. (MG)
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Alimentation Couche-Tard Inc. (ATD)
Q: Looking to make purchase a couple of stocks for TFSA. Looking at ATD, MG, DOO and CNR. How would you rank the above. Are there other similar stocks that you would prefer instead. Looking for a stable, high quality company with good earnings and cashflow.
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Royal Bank of Canada (RY)
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Canadian National Railway Company (CNR)
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Fortis Inc. (FTS)
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iShares S&P/TSX Global Gold Index ETF (XGD)
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iShares Core Canadian Long Term Bond Index ETF (XLB)
Q: On the XLB - long bond: during a dropping rate environment curious on what other sectors of the market have historically done over the same period you referenced. Utilities, Financials, Industrials and Gold. Might help to know as if you needed to raise cash to buy the XLB what sectors should it come from?
Q: either or neither:
CN vs. CP
CN vs. CP
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Union Pacific Corporation (UNP)
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Canadian National Railway Company (CNR)
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Enbridge Inc. (ENB)
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TC Energy Corporation (TRP)
Q: i am trying to make some little changes to my rrsp. If i can have your opinion on the rail way companies i have been holding UNP for around 3 years now can not complain much i am up 35% on it i am thinking of selling it and replacing it with CNR i would like to know if that will be better for me looking at around another 5 year hold. And my other question would be is i hold TRP and ENB in my RRSP as well would you sell one and if so which one would you think i should sell. Thank you so much and take what ever credits you need for this
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Autodesk Inc. (ADSK)
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Canadian National Railway Company (CNR)
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Constellation Software Inc. (CSU)
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Alimentation Couche-Tard Inc. (ATD)
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Berkshire Hathaway Inc. (BRK.B)
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InMode Ltd. (INMD)
Q: What do you think about L-T Buy and Holds on the above 6 stocks (ADSK, CSU, ATD, BRK.B, INMD, CNR)? Are there any that you would not buy at the present time? Purchases would be funded by new $ and selling DDOG and APPS? Would you be okay with parting with them as part of adding to the above?
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Canadian National Railway Company (CNR)
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Canadian Pacific Kansas City Limited (CP)
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MKS Instruments Inc. (MKSI)
Q: I heard these companies earnings were posted recently. Could you please discuss the earnings and help me to understand them? Thanks,
Q: hello 5i:
at present valuations, and looking to the future, who do you like better; CNR or UNP?
Paul L
at present valuations, and looking to the future, who do you like better; CNR or UNP?
Paul L
Q: with the pull back in CNR, what is a good entry point re: price?
thanks
Michael
thanks
Michael