CNI
Canadian National Railway Co
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(TSX: CNR) (NYSE:CNI) Q3 Results Reflect Strong Top-Line Growth and Renewed Focus on Scheduled Operation
ELI5: why are currency fluctuations not directly reflected on stocks listed on two exchanges / currencies?
Canadian National Railway (CNI) Dividend Stock - Serves All Dividend Investors❓
Union Pacific (UNP) - Best railroad stock to buy and hold “forever”?
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Cloud Nine Web3 - DD - Crypto Mining Company that doesn’t own any mining Machines?? It’s Uber of Cypto and you won’t want to miss it. $CNI.CN / $CLGUF
Opinion About CNR (CNI) and its new likely merger with KCS
Guess who has no future competetion and is not in a bubble. Railroads.
The belle of the ball? Bidding war begins as Canadian National jumps in with $34B offer for Kansas City Southern ($KSU)
Mentions
I want CNI to go up. Railroad bags are heavy.
Good question. Let me break this down from an institutional investor perspective. **Is it priced in?** Partially, but not fully. The market tends to price in \~60-70% of expected policy changes before they happen, with the remaining 30-40% realized on actual implementation. Trump announcing tariff relief ≠ tariffs actually lifted (bureaucracy, Congressional approval, etc.). **Tickers to track:** Canadian food/ag exposure with US operations: **Direct plays:** \- **MFI** (Maple Leaf Foods) - Canadian meat processor, \~30% US revenue \- **ATD** (Alimentation Couche-Tard) - Convenience stores, cross-border supply chain \- **SJR.B** (Rogers Sugar) - Food ingredient supplier **US beneficiaries** (if input costs drop): \- **TSN** (Tyson Foods) - Uses Canadian beef/pork inputs \- **HRL** (Hormel) - Meat processor, Canada supply chain \- **CAG** (Conagra) - Packaged foods, commodity input savings **Indirect plays** (logistics): \- **UNP/CNI** (railroads) - Cross-border freight volume increase **What happens if all tariffs lifted?** Two-phase reaction: **Phase 1: Immediate (1-3 days):** \- S&P 500 pops 2-4% (risk-on sentiment, inflation relief narrative) \- Small caps outperform (tariffs hit domestics harder) \- Commodities dip (deflationary pressure) \- USD weakens (less economic friction = less safe haven demand) **Phase 2: Gradual (1-3 months):** \- Sector rotation into cyclicals (materials, industrials, discretionary) \- Margin expansion for companies with cross-border supply chains \- Inflation expectations drop (Fed pivot odds increase) \- International stocks outperform (global trade normalization) **Historical precedent:** When Trump paused China tariffs in Dec 2018, S&P rallied 5% in 2 weeks, then gave back half over 2 months (policy uncertainty remained). **My take:** This is a "buy the rumor, sell the news" setup. If you're not already positioned, wait for confirmation (actual tariff removal, not just talk). If you are positioned, consider taking profits on the initial spike and redeploying on pullback. **Risk factors:** \- Political theater (announcement ≠ implementation) \- Retaliatory tariffs from other countries \- Midterm election dynamics (policy reversal risk) Not financial advice. Just sharing my read on the setup.
Im thinking CNI, Canadian National Railway will probably benefit. They are cheap right now because their shipping has declined.
Im looking at CNI, Canadian National Railway. It is down significantly right now and is struggling due to tariffs hurting the Canadian economy but will probably go up once tariffs end, which will happen eventually. I want to take some of the money I've made from tech over the last few years and put it in non-tech investments. I think ARCC, ALB and COKE are good deals right now but I already own enough.
Tons of value or cyclical sectors and companies. Midstream, oil, reits, chemical companies, railroads, healthcare, building suppliers, utilities. CNI, AWK, ZTS, CSL, BCC, Tons of value in the market.
60% of my portfolio is UNH. 15% is ELV and another 15% is CNI. Last 10% is NVO.
CNI is def an undervalued stock but have to play it long !
I bought Canadian railroad, CNI. Forward PE of 15, 2.7% div yield and below 60% free cashflow payout ratio. They’ve been buying back their shares and slowly paying off their debts. Insiders have been loading up since this July and bill gates still holding a ton of shares.
Went from full port CNI to full port WY end of day
Anyone buying/bought the CNI dip? 5 year low today. North America needs railroads?
CNI seems to be at a very attractive price for a 6 month time horizon
I'm glad I didn't have any puts yesterday, but the only calls I was holding were for CNI. Usually I keep more calls but was expecting that pull back
I lost up to 30% in about 18 months or a year buying knes in thier portfolio. Sirus XM and CNI specificly. Obviously Berkshire is long term and proven, but i sold my BHS.B a year ago. Im a BLK guy.
CNI... 6 months later... Thank me. I won't tell you what direction though.
You have a business that is losing half the business of its largest customer (Amazon) next year. I don't know that that dividend yield is sustainable and I don't know what the growth story is going forward/what replaces that lost Amazon business within a reasonable time frame. It's cheap, it has a good CEO (who just bought more shares), but it's sort of a "what could anyone do to make this a compelling story in the foreseeable future?" I don't know. Cheap can get cheaper, especially in the market of recent years where it seems very few people have any patience for something like UPS where it's not even a turnaround story as much as it is perhaps a stabilization at a lower level one. It's one of those situations where I definitely don't think it's a zero but I don't think there's significant upside either and there's a hundred other things ahead of it on the shopping list I'd rather buy. UPS is the kind of thing I'd consider for an older person, especially if the dividend was reduced and there was further decline from that. It's probably not got that much upside anytime soon, probably not that much further downside with things as is (especially post dividend cut if that happened) and it's a stable boring thing that is cheap and throws off a decent (even if it was reduced to a more reasonable 3-4%) dividend. CNI would be another old person buy at this point.
How is GEICO unique and an “outright monopoly”?! There are all kinds of other insurance companies you can buy. PGR for example. As for BNSF, have you heard of CNI, another North American railroad company? You may be right about Berkshire being a good deal but you don’t need to exaggerate so wildly.
In May, I saved 82% of my income. I'm a 23-year-old guy living at home. I typically save/invest around 75% of my income each month. I contribute 10% to my 401(k), with a 3% employer match. My Roth IRA will be maxed out in September since I put $800 a month into it. I also put $500 into a brokerage account and another $600 into a savings account for a down payment fund. Starting in September, I plan to increase my 401(k) contribution to 15%. I’m fortunate to live with my aunt. My only necessary expenses are insurance (auto and medical), phone bill, gas, groceries, toiletries, and other essentials. I own a Mustang that I paid for in cash. Also, I have no student loans or any other debt. My retirement accounts I automatically invest into every paycheck. My 401(k) is 60% Fidelity 500 Index (FXAIX) and 40% Fidelity International Index (FSPSX). My Roth IRA is 60% Vanguard Total Stock Market (VTI), 30% Schwab U.S. Large-Cap Growth ETF (SCHG), and 10% Vanguard Total International Stock Index. I am still working on getting to my target percentages for my brokerage. However, my targets for my brokerage are 50% Schwab U.S. Dividend Equity ETF (SCHD), 25% Vanguard International Dividend Appreciation Index (VIGI), 20–23% Alphabet Inc. (GOOG), and 2–5% Canadian National Railway Company (CNI).
JPow ain’t cutting rates but he’s going to make damn sure the yield on the long end of the curve dips significantly so they can refinance between $6-9 TRILLION by the end of this year (according to some notes I’ve read here - no formal citation). As people mention, rate cuts don’t directly affect the long term rates - that’s the QE part and some other hocus pocus central banking stuff. The Fed can stay solvent longer than the equities can be irrational, so once the stonks finally collapse, the economy retracts, and the Administration has to eat shit in public, then we see the Fed rate cut. Let’s be honest the Fed wants to push people back into bonds and get that to soak up all this capital sloshing around in stonks. Letting retail suffer a 30% loss will be a net positive for the US economy long term. Unfortunately the party in the minority is spineless and sailing without a rudder (AOC and Bernie being the only rational play for actual voter turnout) but they traditionally will play ball with the Fed on spending for infrastructure and “smart” debt. Prolonging the tax cuts won’t add to the deficit nearly as much if the entire system has a really rough crash and billions of synthetic wealth tied to inflated stock prices vaporize in a matter of months / a couple years. My portfolio is TLT and a small stake in CNI. I do plan to get into short positions in time for Q3 earnings calls. Specifically in some industries where I worked sales support and I understand how their sales cycles / supply chains work and have better than average insight into timing and potential contraction. Business models don’t really change that much even if I’ve been out of the action for a half dozen years.
regret not grabbing some. I held BRK.B for a long while, kept it like an index fund. Once in a while I'd grab some stocks that they have stake in thinking it's a "sure thing". Down 30% in SIRI and 30% on CNI, bought both becuase Buffet liked them, so I opted to not go for BYD till I was out of those.
FUCK YEAH my CNI railroad bet paid off and it’s up and they’re keeping their growth forecast the same. Was just so flat overall these past weeks. Had a feeling they weren’t going to eat shit with the tariffs and going to let it ride instead of taking out my profit. Good dividend after all. Off to start putting my OTM positions into play. Getting a win feels so good.
My CNI climbing in AH more than I’ve seen since getting it
Between the blank sailings and the upcoming port fees, traffic at west coast US ports is going to dry up massively. Short/put opportunities on rail and truck carriers who serve those ports, as well as exporters who normally would benefit from the backhaul of containers that normally would be making the return trip from points east. Possibly on transportation ETFs such as IYT. Conversely, this could drive traffic to western Canada -- Vancouver and Prince Rupert in British Columbia. Canada will still import Chinese goods, and goods from anywhere in Asia going to US destinations can avoid the new docking fees for Chinese container lines and Chinese-built ships. My company typically has full containers delivered to Prince Rupert or Vancouver; CN Rail trans-ships them across Canada in bond; then they enter the US and clear customs in Minneapolis, Chicago or Duluth. This route may get a lot more traffic from not only from China, but anywhere across the Pacific if there's a huge fee to dock at any US port at all. So maybe calls & long positions on CN Rail ($CNI on NYSE). Wish I'd already taken these positions. Dang it, closed markets.
Very nicely presented and a useful primer on the sector as a whole. The interplay between Canadian holding and US mine site stands to reason and is a good example of how/why capital investment in the US has longevity. Should the results pan out their expenses to bring the materials to market entail local / regional frictional costs. As it’s something I have interest and experience in (also a position on CNI) do you have any info on proximity to rail service? I ask because OTR trucking and equipment and insurance all are negatives when compared to rail in certain circumstances. Thanks for posting and great timing as well because there’s nothing like gambling on striking gold haha!
CNI TLT Awaiting OTM puts when I’m more comfortable and more research / timing some earnings calls. Hunting for stocks with high dollar values that will face real, undeniable cutbacks from their customers. TYL is a great example due to their major clients being government entities that have the power to cut back or drop contracts and basically never lose in court. This short time lunacy is great because of the smart money looking ahead to stagflation and credit / debt service going haywire…it’s going to take months, and months benefit me to get my stupid spreadsheet and pricing calculations laid out. Oh and if you want just another tip, wait until the re-insurance market dries up internationally - it’s not the prime revenue stream for MMC or AON but it’s highly profitable. That’s where I spent most of my time in XLS so I can do some pretty useful planning. Bye bye Lloyds of London!
I forget if it was the MF or Peter Lynch in his book that said (as a rule of thumb), don't invest in trains, planes, or automobiles. Though that's a generality. I have UNP and still hold it as it's the largest railroad in the US, irrc. I think I own another one in Canada, CNI, which I'm up around 100%. It's hard to know when self-driving cars will fully come around--I know some are in operation now. I usually don't buy any of their extra newsletter like the above. Thanks for the info.
Kangaroo market! Full ported into CNI yesterday morning, now sold this morning and back to cash 
I don’t think you’re going to find stability in oil and gas.. i could be wrong. I guess if I had to pick and oil and gas company it would be Chevron (CVX) I recently bought a railroad company (CNI) and a REIT (VICI).
$ENB and $CNI could be vulnerable due to their exposure to trade and energy sectors. Consider monitoring their performance closely.
CNQ in the mid $20's with a 5.8% yield and very good (as energy companies go) management is an example of something that I'm fine continuing to nibble on if it goes lower and reinvest dividends. CNI would be interesting in the mid $90's. Some of the European alcohol names are trading as if people aren't going to drink again - Remy Cointreau, for example. Yes, the alcohol names are absolutely facing headwinds, but something higher end like Remy down 80% off the high is compelling enough to start a small position and perhaps there's eventually consolidation. Would be thrilled to get another chance to add to some of the trash collection names and perhaps if you get even a brief risk on window again some more defensive names come down. Along the same lines, ABBV currently has an RSI in the 80's and is way overbought; would be interested in that starting if it gets back under $200. The IPP names (VST, CEG, TLN, etc) aren't something I'd pile into but are starting to get interesting again. I think there's a decent amount on the shopping list and I continue to gradually - emphasis on gradually - buy. That said, I am trying to create more of a mix of growth and value/core and I think that's how I see things staying for the foreseeable future: a portfolio that leans growth but spans everything from value to a handful of smaller positions in selected very speculative growth.
I bought a ton of CNI and DG last week to protect my account from big red days. It did not help at all…
All companies will take a “hit” during an economic downturn. That’s just how markets work, people get fearful and they sell. I don’t think a particular company is going to surge on recession news haha. BUT, after the dust settles, there will be a large number of companies that you can buy. If you want to hedge against a recession, buy treasury bills or even well managed REITs. They are offering great yield atm. IMO, I could see VICI holding up well. I also have moved some money into a railroad company CNI. I wouldn’t go into this thinking the stock you buy will outperform during an event like this.
Until PFE gets new management I wouldn't want anything to do with it; MRK is getting increasingly cheap but cheap can get cheaper (see BIIB.) CNQ is interesting/cheap in energy. MEDP is a good company but it's been a very difficult time for life science, CROs and a lot of healthcare - this last quarter was the first time where the backlog has gone down. Alcohol has been obliterated and while I get that people are drinking less, at some point some of this stuff like Remy (REMYY) down 80% off the high is interesting. I don't love Vail Resorts, but there's certainly been errors there and it's a compelling enough asset that could be run better in someone else's hands and $25-30 above the covid low it's kinda interesting. Couche Tard in Canada a quality business at a 52 wk low/about -21% off the highs of last year. Some of the railroads (CNI) are cheap. I'd maybe rather HSY than SJM if I was going to look at a CPG name but there's others.
Pretty much full ported into CNI yesterday, sold today and back in cash. I feel at ease with world, might even get something done at work today.
SHOP, BAM, CP, and CNI are my top 4.
CNI and CP both printing money rn with record grain shipments and that sweet sweet Mexico-Canada trade action. CP especially killing it with that [11% grain revenue growth and 16% automotive revenue bump in Q4] while CNI's already expanding into Iowa to handle all this new business.
A fair amount reasonable in Canada, as well. CNI, for example.
Has anyone looked at the Canadian rails (CP and CNI) recently? Have been selling off a bit on tariff fears but look interesting down here.
I have it, both CPKC and CNR (CNI). CNR has shit management, and given that this is a duopoly in Canada and there four class 1 railways in USA (total of 6, and I'm excluding Amtrak), you have better options for a railway company, and its all of them. Except Norfolk Southern, that's awful too.
I can't imagine ever selling: MCO, SPGI, CNI, CP, CPRT, IDXX, RY
Generally I separate stocks into two categories, boring and volatile. The boring stocks like MSFT, CAT, CNI, WM, I don't expect to beat growth stocks on average but are great sell puts because these are great income businesses. Then there are questionable stocks where, depending on market conditions the stock can have its own personality. For example, FDX, NEM, D, XOM, ABT, X, TLT, BTI, these stocks need to have high volaility for me to get in at high premium to be worth the risk. I generally sell OOTM contracts. I sell contracts so I do not have the obligation to excerise. If a great company is tanking for a good year I may buy their stocks instead. Currently selling calls in tech and sell puts in consumer defensive, utilities, bonds, gold, and healthcare.
How do we profit from this? Fertilizer, wheat, car, oil, intermodal container traffic all has a potential for disruption. $CNI $CP Apparently strikes are good for the share price. Publicly traded railroads are some of the most shortsighted companies.
calls: PTON - cheap lottos off the rumors, far enough out that I can get out with a small loss NTES - margin growth continues BJ - will benefit from other stores driving away customers, guidance could be bad with same stores scrambling to undo their mistakes puts: OPRA - awful chart CNI/CP/CSX puts - not earnings related but Canadian rail strike can begin tomorrow. UNP/NSC same deal but no actual positions
Freight has better margins overall, but that shouldn't matter. Same is true everywhere else in the world. Yet in America you dont have proper passenger train companies, or electrified tracks, or high speed trains to remove the need for interstate flights, or even a unified railway system to connect **all** the nations' population centers and just the coastal ones. A major contributor to this problem are the fact that these companies own the rights to railways themselves, adding to the stagnation of this industry. BNSF and UNP dominate west of the Mississippi, CSX and NSC dominate east of it( there's also CNI and CP, but Canadian railway companies are a different story). In general, while the rest of the world's usage of railway exploded over the last 100 years, in the US the exact opposite happened. And it shouldn't have and the reason it did is due to a combination of all the points I previously mentioned.
Monday: made a few with RDDT then switched off to MIRA during extended-hours hoping for some of the spike (synthetic ketamine, huh?), lost a few this morning; switched to even-shares clutch of: EMR, MKSI, CNI, GATX (on news), smaller-share of TUSK (on gain)
I sold TSLA and will continue to hold AMZN for a long time more. I don't really think electric vehicles are catching on as much as the media hypes it. If I were to buy a e-car, it would probably be a Toyota. TM is a pretty good divdend yield. I don't believe in investing much in trains, planes or autos. Tho I own boy UNP and CNI. Both have been pretty good over the yeas. Curious about the recent LLY.
Individual stocks for the long haul. SHW- sherwin williams UNP/CNI either one of those two
The railroad still is a dominant transport for moving bulk stuff. My best investments were one time transportation companies. Now I still have a few trucker and found I own some CNI also.
CNI had an interesting performance vs SP500 for the past ~30 years. Feel free to check other timeframes, I just used the default setting. https://www.portfoliovisualizer.com/backtest-portfolio?s=y&sl=KAz4cUcWUZ1iL8TYTjTAv Highlights: 16% CAGR, 23% stdev, 0.67 Sharpe, 1.14 Sortino, 0.62 market correlation. It is just one stock, and not an index of course. But nothing about CNI looks "docile" to me. How would this be an alternative to bonds exactly?
The railroads are almost impossible to distrupt and CNR has outperformed the S&P500 over the last 20 years by a large margin. For my railroad allocation I've invested 50/50 in CNI and CPKC.
I love CNI. Up 50% since i bought it a few years ago. Railroads have a long history of growth and are great stocks to own.
We can see its CNI btw. I would take advantage of any matches or discounts youre getting. Up to you if youd like to hold them or sell and reinvest elsewhere like VOO or VTSAX
What are the possibilities: 1) Maybe an energy company. CNQ all the elements similar to OXY. CNQ with a P/E of 15 and strong dividend growth would be perfect for Warren. 2) Maybe a railroad company. CNI would be a great candidate. A controlling share would complement his purchase of BNSF he bought out back in 2010. 3) Maybe a bank. Royal Bank of Canada (RY.TO). Biggest bank up there, and a place to park some cash as a hedge against the US $. 4) What about Pot? Tilray Brands. With Charlie out of the picture, Warren can freestyle a bit. A beaten down stock with tremendous growth given the recent regulative activity. I watched the shareholders meeting from start to finish. Can’t confirm, but I thought I saw a pink Lululemon key chain strap protruding out of Warren’s left pocket.
SAP, CNI, TSLA, SNAP puts JBLU, MSFT calls
I’m currently 5% VTSNX (cutting down to 2.5%), I don’t really have an interest in the index and I’m young with high risk tolerance. However, I have around 7% in individual companies that are international which I want to increase to 15%. Includes TSM, ASML, SPOT, MTY, ASR, MELI, and CNI.
Yeah, that’s what I thought! The company merged with another in 1972, and then that new company was acquired by Canadian National (CNI).
Yeah, I saw that… but do old share certificates convert automatically somehow? Given that the certificate is for shares in a company that was acquired by CNI.
***Fun fact:*** All of Bill Gates' ex-wife Melinda Gates net worth ($8Billion) is in $CNI, Canadian National Railway Co.
# 5 railroad stocks to buy right now UNP CNI CSX CP NSC [https://www.fool.com/investing/stock-market/market-sectors/industrials/transportation-stocks/railroad-stocks/](https://www.fool.com/investing/stock-market/market-sectors/industrials/transportation-stocks/railroad-stocks/)
1)UNP 2)BASF 3)LMT 4) RIO 5)linde 6)LVMH 7)CNI 8) Visa/Mastercard 9)PM
MTYFF, AMZN, CNI. SHEL, BYDDY, LVMUY. Amazon and CNI are the only 2 overvalued picks in my list.
V, GOOG, CNI, KO, PG are my long term holds, rest is in Index funds and the only reason I out performed was because I rotated into about 40% of my portfolio into QQQ last December and also made a few well timed and honestly lucky trades in INTC, META, and NVDA. Trades not holds. They sold off hard and I gambled.
ALLY- The mortgage business will boom for them and they’re getting new management. This is a gamble and can end not so well, but this bank is still very undervalued. DFS- They have a new CEO who comes from TD with experience in credit card services. Discover cash back debit card is also a catalyst for people wanting to hold onto more money. Deposit increases will happen just for that card. AXP- More approvals will be granted for their cards and they’re still new to the debit card game. American Express cardholders will use their debit cards vs a Visa or Mastercard. DIS- They’re copying Netflix’s entire streaming playbook. They’ll achieve streaming profitability possibly by the end of the next year. Also the global expansion of Hulu they have planned as well as the free streaming service coming soon. CNI- They have an amazing CEO with tons of experience in the railroad sector. She also has energy sector experience. She has already transformed this business from day 1. Chris Hohn and Bill Gates have this company as top 5 holdings . My wild card is TSM- China will most likely drag them down with some crazy threat again. Basically a swing trade back to current prices if it drops below $100.
Bill Gates top 4 investments are dividend stocks… They net him north of 500 mil a year… CAT WM DEERE CNI Just listing what he invests in… read a book a while back that said “if you want to be “rich” show people what you have. If you want to be wealthy, do what wealthy people do.” Paraphrasing, people that “look” rich really spend everything they have. If you want to be wealthy, you need to do as those w/ real money do and invest.
If I could pick only 3 I would want to have the following criteria: \- profitable with strong moat (until they show they are profitable reliably, you can't be sure about durability so they might not be around in 10 years) \- room for growth (so you can beat the market even if S&P 500 has good return) \- high ROIC and ROCE \- strong balance sheet \- valuation that makes sense. With that in mind I would pick the following: 1. one of the railways - currently they are reasonably priced, very strong moat, tailwinds because of onshoring, pricing power, will probably be around in 100 years. My pick is UNP, I like new CEO. CNI and CP would be my next picks. 2. Adyen, trades in Amsterdam - I work in the industry for 10 years and no one even comes close. They have the lowest cost but are the only one with pricing power. Since they build everything themselves, they are very efficient when competitors are a mess. Pristine balance sheet. Probably top 5 managment in the world. I loaded up in 650 range, but is still undervalued imo. 3. Eurofins - ERF, trades in Paris - they do testing of all sorts. IP, switching and scale moat, ROCE in 40-50%. Great managment, exellent capital allocation. Can't really be replaced by AI or technology. Bonus picks if you don't like any of them: SCHW, EvolutionAB (EVO, Stockholm borse), NU Holdings.
That's the whole point in EBITDA, though; you don't want it there, because those expenses are already captured in CNI. GAAP is, in fact, acknowledging them. They don't go away, and EBITDA doesn't "hide" them as old man Munger seemed to be implying with that statement.
I’ve looked at CPKC and it seems like prudent Canadian types all pushed me instead toward $CNI - which didn’t intrigue me sufficiently to move. I’ll take a fresh look, with Mexico in mind, and see if they seem to be settling into a direction.
Why is everyone so insistent on iPhones being innovative, out of curiosity? All that matters is that Apple remain one of the most popular brands on the planet and continue to print monster FCF with big buybacks/dividends. And that iPhone sales remain massive. If there are limited innovations to be had in smart phones period, it's not like other phone companies will out-innovate Apple. What are people looking for from Apple iPhones anyway (as someone who has never used an iPhone)? And does it even matter if people are updating their phones anyway due to old age? AMZN/META spend massive amounts on re-investment and R&D also and shareholders are not happy with that. Starbucks or Monster Energy drink or Dominos Pizza aren't innovative. Is anybody complaining about pizzas not adapting to the future? Neither are railroad companies (UNP, CP, CNI). Or tobacco. (Are vape pens innovative?) But they all got market crushing returns. I'm not interested in Apple stock right now because it seems fairly valued and limited growth in the short-term. But my bear thesis isn't that "There is hardly any changes to the iPhone". How many years have we all heard that complaint?
Union Pacific but CNI 
MSFT, GOOG CALLS SNAP, CNI PUTS That's the I like to get fucked.
CNI (Canadian national rail) CEO mentioned that he thought we were in a recession now, based on the decrease of goods being shipped. It's interesting because it seems like the service economy is ripping, the goods economy is.in recession, and tech is treading water.
Yep, CNI was up 4$ after/pre market after strong earnings and got crushed today. Gotta wait for the bell.
Oh CNI reported earnings yesterday and they were great. I guess UPS earnings overtakes what an actual railroad company said. Could also just be a market wide pullback.
Not sure. Both CSX and CNI have reported solid earnings so far, even showing some growth.
All the numbers I find are in Canadian dollars, but CNI with a beat and raise. Rail traffic up. That's a good sign for the economy.
CNI calls - we'll see how that works out
My two best are: GIS (General Mills) CNI (Canadian National Railway) fantastic stocks / companies. They are pricey right now though
As someone who owns stock in NSC and knows a little about the railroad industry, I would think that the long term stock market returns (30 years or more) of this company will be similar to CSX, UNP, CNI, or CP. Short term bad news rarely has any significance to the long term returns of a company. The railroad industry is just like any other industry. There are times when the sun shines and there are times when darkness prevails. The sun doesn't always shine for multi decades, and reversion to the mean is a real phenomenon. I would feel more comfortable today just buying a broad based index fund or etf, than purchasing stocks in the railroad industry. Just my two cents.
UNP has one of the best balance sheets in the railroad industry, for what it's worth. [As of October 2022](https://i.imgur.com/aZAsgyT.png), UNP and CNI are the only major railroads with an A or A- credit rating.
Oh? Profit margins for all the major railroad companies for the last 10 years have averaged between 27-33%. Google's 10-year average profit margin is only 23%. The railroad industry over the last 10 years has managed an average ROIC of about 15-17%, similar to Google and Meta ROIC. Railroad companies also act as good inflationary hedges. Witness all the major Class 1 railroads reporting 15% or so revenue increases for 2022 over 2021 against the 8-9% inflation we just experienced. Contrast this with Google's 7% 2022 revenue increase, essentially flat against inflation. I suppose you think Buffett was wrong when he bought BNSF in 2010? The Gates Foundation is clueless for buying billions of dollars in stock in CNI? Bill Ackman is clueless buying CP?
😮💨 Managed to undo most of my losses from last week. Didn't get the most out of my 9/16 390ps, but I did avoid those bullshit eod candles. Anyways, it's probably too late at this point, but I've been lurking Vitards and Winker's for some tickers related to the pending choo choo train strike. An user in the Vitards daily mentioned trucking companies, KNX & HTLD, while an user on Winkerpack wrote a short [DD](https://old.reddit.com/r/Winkerpack/comments/xcflka/railroad_strike_the_good_the_bad_and_the_ugly/) that mentioned CP (terrible name) & CNI which are [Canadian](https://old.reddit.com/r/Winkerpack/comments/xcflka/railroad_strike_the_good_the_bad_and_the_ugly/io60v9b/) railroad companies.
$UNP, $NSC, $CSX, $CNI, $CP, $BRK.A/B. Berkshire Hathaway owns BNSF rail and Canadian National and Pacific have US portions. I own 4/6.
$CNI is thicc, only gainer today for this poor Italian
I have a very large capital gain in CNI. When CSX recruited the CEO of CNI, I bought some CNI and it has been very good to me. It may be that the man who turned CNI around and then did pretty much the same for CSX has recently retired and/or died. But the impoved technology continues for all the big freight handlers.
I like CNI and UNP, and hold some of both. Overlay each with a broad market ETF. These essentially mirror the indexes, and given that rail transport is the cheapest way of moving heavy shit, growth in the real economy (not financial shenanigans or fad of the month tech), translates to higher money for the oligopology of rail owners. I posted [this DD last year](https://old.reddit.com/r/Vitards/comments/o6q0sd/railways_as_a_proxy_for_the_thesis_commodity_and/) and bought a bunch of CNI at the time. Probably my most solid investment last year But using that same methodology, the indexes have pulled back more than the railways in the past year.
CNI or UNP. They are not building more railways in North America, and rail is practically a broad market ETF, ex-financials.
They were the best transportation stocks. Bought them from 2017 and on. Most were sold for big profit. Most recent acquisition was CP. They all have buy ratings. I have sold 1/3 trucking company stocks owned. This year I have not tracked them. 25-50% gains on what is left. CNI and CP are both great stocks. These transportation stocks have lower volatility and are considered decent value stocks. Also shipping stocks are worth watching. However, I heard there are earning issues coming up.
One thing you could do is just invest in a dividend heavy portfolio if you think the market will trade sideways. If they go down, your dividend rate (as a percentage) goes up. It may be more comfortable for you to think about it that way. Obviously if the world burns you will still lose but if you select some stable companies whose product people will need regardless, you should be fine. Also, some of them have been amazing long term investments in absence of the dividend anyway. Look at the 30 year chart for $CNI or $UNP for example. $CNI is a 100 bagger since 1995 without reinvesting the dividend, which as of today is 1.94%.
Are any of you fallowing the Railroad situation. September 16th end of the 30day cooling down period from the presidential emergency board recommendations. Unions can strike or railroads could do a lockout. CSX,CP,WAB,CNI,UNP,NSC,KSU
Canadian Banks (any) CNI and UNP. Epic moat on railways.
# Tickers of Interest **Gamma Max Cross** * [https://options.hardyrekshin.com/#DIS](DIS) 08/19 100P for $1.40 or less * [https://options.hardyrekshin.com/#ADBE](ADBE) 08/12 405P for $7.55 or less * [https://options.hardyrekshin.com/#COP](COP) 08/26 90P for $1.45 or less * [https://options.hardyrekshin.com/#MDLZ](MDLZ) 08/19 63P for $0.75 or less * [https://options.hardyrekshin.com/#CNI](CNI) 08/19 125P for $1.50 or less **Delta Neutral Cross** * [https://options.hardyrekshin.com/#ABBV](ABBV) 08/26 150C for $1.40 or less * [https://options.hardyrekshin.com/#NKE](NKE) 08/19 110P for $1.30 or less * [https://options.hardyrekshin.com/#SCHW](SCHW) 08/19 68P for $1.55 or less * [https://options.hardyrekshin.com/#BTI](BTI) 08/19 40C for $0.45 or less ## Trading Strategy Gamma Max is the price where a hypothetical portfolio of all option open interest for the ticker produces the most gamma. Delta Neutral is the price where a hypothetical portfolio of all option open interest for the ticker produces the least delta. Simply touching those calculated price levels isn't enough to make a trading decision. You need to consider what the ticker's price did the previous times it touched those levels. You should also take into context the broader market movement. The plays and target entry prices given are calculated using a binomial option pricing model that reflect the expected size and duration of the reaction from gamma max or delta neutral. A lot of these plays are profitable by underlying moves in stock. The best plays benefit from the directional move as well as the increase in IV.
I have a thing for railroads, have stock in CNI, CP, CSX, And UNP. Gonna get em all someday.