Canadian Pacific Railway Limited (USA)
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Do Investors Benefit from Activist Shareholders?
By Salvatore "Sam" Mattera - May 17, 2013 | Tickers: CP, JCP, SNE, YHOO
Third Point’s Dan Loeb is known largely for his shareholder activism. On Tuesday, his fund began a campaign to get Japanese giant Sony (NYSE: SNE) to consider making some changes to its business.
As investors mull the prospect of following Loeb into the trade, it’s worth asking: do investors benefit from shareholder activism? In general, the answer is yes, though there have been some notable exceptions.
Studies support more »
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Should You Ride These Rails or Wave Them Goodbye?
By AnnaLisa Kraft - April 23, 2013 | Tickers: CNI, CP, CSX, UNP
Who isn't enthralled by the sound of a train whistle in the distance? Billionaire investors like Whitney Tilson, Bill Ackman, and Warren Bufffett are certainly enamored of the rails. And why not, when some of these have run up 60% over the last year. Not to mention the railroads offer the safety of yield while you ride along with them.
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Is Canadian Pacific Railway Overbought?
By Michael Hooper - April 18, 2013 | Tickers: CNI, CP, UNP
Three years ago, shares of Canadian Pacific Railway Limited (NYSE: CP) were trading at a 5% discount to competitor Canadian National Railway (NYSE: CNI)). Since then, Canadian Pacific's stock has chugged past its competitor by climbing 107.5% to $123.37 per share compared with Canadian National’s 51.1% rise to $95.84 through April 26. But is Canadian Pacific the better railroad? Does Canadian Pacific’s performance more »
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Power of Pricing Helps Railroads Grow Profits
By Michael Hooper - April 18, 2013 | Tickers: CNI, CP, CSX, KSU, NSC, UNP
First-quarter results for CSX Corporation (NYSE: CSX) and Union Pacific Corporation (NYSE: UNP) show these railroads were able to grow earnings despite little or no growth in carloads in the first quarter.
Union Pacific’s first-quarter business volumes, as measured by total revenue carloads, decreased 2% compared to 2012. Volume declines in coal and agricultural products more than offset growth in chemicals, intermodal and automotive shipments.
Union Pacific raised prices more »
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Railroads to Report First Quarter Earnings: What to Expect
By Michael Hooper - April 17, 2013 | Tickers: CNI, CP, CSX, KSU, NSC, UNP
Railroads will report mixed results for first-quarter earnings. The railroads' energy shipments were up over 50% in the first quarter, but shipments of coal, grain and metallic ores were down. Total traffic through the first 13 weeks of the year climbed a modest 0.7%, according to the Association of American Railroads.
Kansas City Southern (NYSE: KSU) will be the first to report earnings on Friday.
A review of traffic more »
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Railroads: A Value Pick and a Growth Pick for Keeps
By Piyush Arora - April 15, 2013 | Tickers: CNI, CP, NSC
For a long time, the future of railroad companies has been tied down to coal demand in the U.S. But, the shale gas boom in North America has presented natural gas as a cheap and eco-friendly alternative for coal. Although coal demand in the U.S is slumping, developing countries like India and China are rapidly moving towards coal gasification plants, and their coal requirement is increasing faster than more »
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All Aboard and on Track with the Major Railroad Players
By Michael Ugulini - April 12, 2013 | Tickers: CNI, CP, KSU, UNP
Most men who have really lived have had, in some share, their great adventure. This railway is mine. - James J. Hill (1838-1916) (Railroad Executive-Great Northern Railway builder)
James J. Hill was a railroad tycoon whose railroads spanned from the Great Lakes to the Pacific Northwest, from Canada to the South, and eventually across the Pacific to the Orient. His life's work certainly was a railroad adventure. Today, an investing more »
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These Stocks Are Still on Track
By Shweta Dubey - April 6, 2013 | Tickers: CNI, CP, UNP
The weakness in the domestic coal industry has directly affected railroad transportation stocks. Increased substitution by natural gas in place of coal for electricity generation has decreased the overall volume of coal transported in the country. This has influenced the 2012 revenue of railroad companies, and is expected to exert some pressure in the future as well.
On the other side, there is still hope that the boom in the more »
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These Stocks Are Still On Track
By Shweta Dubey - April 3, 2013 | Tickers: CNI, CP, UNP
The weakness in the domestic coal industry has directly affected the railroad transportation stocks. Increased substitution by natural gas in place of coal for electricity generation has decreased the overall volume of coal transported in the country. This has influenced the 2012 revenues for railroad companies and is expected to exert some pressure in the future as well. On the other side, there is still hope that the boom in more »
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3 Reasons to Invest in Railroads
By Andrés Cardenal - April 3, 2013 | Tickers: CNI, CP, CSX, NSC, UNP
The railroad industry has gained attention from analysts and investors over the last couple of years, even investing superstar Warren Buffett made a big move in this sector by purchasing Burlington Northern in 2010 for nearly $44 billion. In case you were wondering, it´s not too late to hop on the train.
1. Competitive Advantages
If there is one thing Buffett likes to see in a company is a more »
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Finding Ideas In Whitney Tilson's Portfolio
By Timothy Green - March 26, 2013 | Tickers: CNI, CP, HHC, LOV
One way to find ideas among the thousands of publicly traded stocks is to look at the holdings of mutual or hedge funds that invest the same way that you do. Whitney Tilson runs Kase Capital, a small value-orientated hedge fund, formerly known as T2 Partners. Kase has some positions that many hedge funds seem to have, like Netflix and Berkshire Hathaway, but there are also some more interesting stocks more »
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How Were Pershing Square and Bill Ackman Preparing for 2013?
By Meena Krishnamsetty - March 15, 2013 | Tickers: BEAM, CP, GGP, JCP, PG
At Insider Monkey, we track 450 of the world’s most elite hedge fund managers and our research has shown that over time, their best picks routinely outperform. For more than a decade in our back tests, our strategy beat the market by 18 percentage points a year, and since we've started sharing these picks with the public, it has outpaced the S&P 500 by more than 20 more »
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Kinder Morgan’s Latest Investment to Benefit Railroads
By Jacob Wolinsky - March 8, 2013 | Tickers: CNI, CP, KMP
ValueWalk.com was started in January 2010, with a focus on value investing and value investors. As the site has grown, the scope has expanded. ValueWalk is now a news site with a team of global reporters covering all breaking financial news with an emphasis on value investing, hedge funds, large asset managers, Tech news, Business news. The site contains archives of famous investors, and many investor resource pages.
The site is famous among the value investing community as one of the best sites for evergreen and new content. ValueWalk has gained popularity among all circles for its breaking stories on hedge funds, and investigative reports on investments by major funds.
You can also check out ValueWalk Premium, where we analyze liquid stocks, which have little to no analyst coverage.
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Are Railroad Stocks Overpriced?
By Michael Hooper - March 6, 2013 | Tickers: CNI, CP, UNP
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Billionaire James Dinan’s New Stock Picks
By Meena Krishnamsetty - March 4, 2013 | Tickers: AAP, CP, PDH, RLGY, TWTC
Six to seven weeks after the end of a quarter, hedge funds and many other investors are required to file 13Fs with the SEC. These filings allow the broader financial community to see many of their long equity positions in U.S. stocks as of the end of the previous quarter. We have found that investment strategies can be derived from the information in 13Fs; for example, the most popular more »
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The Longs Of Whitney Tilson's Investor Letter
By Marshall Hargrave - February 20, 2013 | Tickers: CP, GPOPF, IRDM, NFLX
After hedge fund manager Whitney Tilson split from partner Glenn Tongue of T2 Partners in mid-2012 he vowed to sell off some major stakes in the likes of Berkshire Hathaway, Goldman Sachs, J.C. Penney and Netflix in an effort to get the hedge fund to 70% cash. By doing so, Tilson would be able to start fresh. Thus, when Tilson sent out his 2012 investor letter for his new more »
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Billionaire Bill Ackman’s Top Stock Picks for 2013
By Meena Krishnamsetty - February 19, 2013 | Tickers: CP, GGP, HLF, JCP, PG
The most popular small cap stocks among hedge funds, as revealed by 13F filings, produce an excess return of 18 percentage points per year according to our research (learn more about our small cap strategy). This is the case even though 13Fs disclose long equity positions at the end of a quarter but are only released six to seven weeks later. Other hedge fund strategies based on 13Fs may also more »
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Centuries Old, Centuries Strong
By Ash Anderson - January 30, 2013 | Tickers: BRK-A, CNI, CP, CSX, UNP
It was 1753 when England sent over the first steam engine to their colonies in North America. Some years after that Cornelius Vanderbilt, The Commodore, took a large sum of his money and invested it in the railroad industry, and the United States hasn’t been the same since.
Rail is still one of the primary methods of transportation, particularly for natural resources. Companies like Cliffs Natural Resources, an iron more »
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What Has Billionaire Bill Ackman’s Top Investment Been Up To?
By Marshall Hargrave - January 28, 2013 | Tickers: CNI, CP, GWR
What Has Billionaire Bill Ackman’s Top Investment Been Up To?
Billionaire Bill Ackman and Pershing Square Capital have been getting a lot of attention of late, but not for its number one investment, Canadian Pacific (NYSE: CP). All the attention has been about his short position in Herbalife, but Ackman owns 24 million shares of Canadian Pacific, which makes up 23.3% of Ackman’s portfolio and 13.8 more »
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Ackman's Top Three Picks
By Madhu Dube - January 25, 2013 | Tickers: CP, GGP, PG
Bill Ackman is a long-term value investor who owns the hedge fund “Pershing Square Capital Management' with a total value of ~$8.9 billion as on Sep '2012. Ackman is known for his activist approach and special situation investments. Recently he is in news for betting against the stock of Herbalife and saying that the company is a 'pyramid scheme' and its stock should fall to zero. Similarly, earlier last more »
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