Canadian Pacific Kansas C... (CP)

My portfolio remains highly concentrated, with core positions in Comfort Systems, LandBridge, Texas Pacific Land, and defense stocks. Among others, I focus on three main investment theses: energy/wate...

The government is taking stakes in key US companies. This isn't a bailout but a strategic shift to secure vital supply chains and maintain a competitive edge against global rivals. This new reality ch...

CP's North America network, freight gains and steady dividends support growth, although high costs and debt weigh on margins.

Bloomberg Intelligence highlights 50 Companies to Watch for 2025, focusing on catalysts like leadership changes, M&A, and sector trends such as AI and EVs. Dogcatcher analysis identifies 13 dividend-p...

Canadian Pacific Kansas City (CP) reported earnings 30 days ago. What's next for the stock?

Two major rail operators have taken themselves out of the merger game that has gripped the industry for the past month, reshaping the competitive landscape and raising the regulatory stakes for Union ...

Shareholder-friendly initiatives and lower fuel prices bode well for the Zacks Transportation-Railroad industry. UNP, CP and CSX are well-poised to capitalize on the bullishness.

I believe we're in a "higher for longer" inflation era, shaping my portfolio to capitalize on cyclical growth and beat the market with prudent, long-term investments. Rising inflation signals a shift;...

I focus on 14 'safer' dividend stocks from Bloomberg's 50 Companies to Watch, where free cash flow yield exceeds dividend yield, signaling strong sustainability. Five 'IDEAL' stocks—China Hongqiao, IT...

Canadian Pacific Kansas City is entering a multi-year growth phase, with volume growth, intermodal scaling, and unique North American corridor driving future earnings. Despite a Q2 revenue miss, I see...