We all know that the level of uncertainty is through the roof right now. With a constantly changing landscape of what to expect when looking forward to domestic and global macroeconomic growth, formulating any rational expectation of what to expect forMy experience stems from the hedge fund industry beginning in the mid-90's, working as a Portfolio Manager, Domestic Equity Analyst and Trader. I was the Portfolio Manager of a domestic Long/Short Equity product with gross assets that peaked over 1 Billion dol ...

Canadian National Railway’s (CNI) efforts to reward its shareholders through dividends and buybacks are encouraging. However, high operating costs and low liquidity are major concerns.Factors Favoring CNIAs a reflection of its shareholder-friendly stance, CNI paid dividends of C$2 billion, C$2.07 billion and C$2.14 billion in 2022, 2023 and 2024, respectively. The railroad operator is also active on the buyback front. The company repurchased shares worth C$4.71 billion, C$4.55 billion and C$2.6 billion in 2 ...

Prospects of the Zacks Transportation - Rail industry’s participants are being weighed down by challenges like tariff-induced economic uncertainties, persistent inflation and concerns pertaining to lingering supply-chain disruptions. Geopolitical woes represent further challenges. Most industry players are looking to drive their bottom line amid the headwinds through cost reduction.Partly due to these headwinds, the industry has declined 19.1% over the past year compared with the S&P 500 Index’s 2.3% loss. ...

MONTREAL, April 07, 2025 (GLOBE NEWSWIRE) -- CN (TSX:CNR) (NYSE:CNI) announced today that it has received the arbitrator's decision regarding the terms of its new collective agreement with the Teamsters Canada Rail Conference (TCRC). After six days of mediation and a comprehensive arbitration process, arbitrator William Kaplan delivered his ruling, establishing the terms of a new collective agreement between CN and the TCRC. The TCRC represents approximately 6,000 of our conductors, conductor trainees, yard ...

Group 1 - The article promotes a research service focused on various income-generating investment vehicles such as REITs, mREITs, Preferreds, BDCs, MLPs, and ETFs, highlighting its extensive research capabilities and positive user testimonials [1] - It mentions that there are 438 testimonials, with most being rated 5 stars, indicating high customer satisfaction and trust in the service [1] Group 2 - The article includes a disclosure from the analyst stating a beneficial long position in the shares of CP and CSL, which may influence the analysis presented [2] - It clarifies that the opinions expressed are those of the author and not influenced by any compensation from companies mentioned, ensuring transparency in the analysis [2]

Core Insights - CN achieved record grain movements, transporting over 2.85 million metric tonnes from Western Canada and 2.98 million metric tonnes nationally in March 2025, due to effective collaboration with customers to recover from extreme cold weather [1][4] Company Operations - The company emphasizes the importance of collaboration across the supply chain to meet the needs of Canadian farmers and grain industry customers [2] - Train length restrictions were implemented during extreme cold weather to ensure safety and compliance with Transport Canada regulations, requiring shorter trains and more resources to transport the same volume of goods [3][4] - Under optimal conditions, the grain supply chain can support up to 7,800 cars per week (744,000 metric tonnes) outside of winter and 6,250 cars per week (595,000 metric tonnes) during winter, contingent on balanced corridor flows and uninterrupted operations [5] Company Overview - CN operates a nearly 20,000-mile rail network, transporting over 300 million tons of various goods across North America annually, contributing to sustainable trade and community prosperity since 1919 [6]

Group 1 - Canadian National Railway (CNI) is one of North America's largest freight train operators with a strong competitive advantage due to its extensive railway lines across Canada and the United States [1] - The company is expected to experience growth in both earnings and cash flow, indicating a positive outlook for its financial performance [1]

MONTREAL, March 31, 2025 (GLOBE NEWSWIRE) -- CN (TSX: CNR) (NYSE: CNI) will issue its first- quarter 2025 financial and operating results after the market close on May 1, 2025. CN's senior officers will review the results and the railway's outlook in a conference call starting at 4:30 p.m. Eastern Time on May 1. Tracy Robinson, CN President and Chief Executive Officer, will lead the call. Parties wishing to participate via telephone may dial 1-800-715-9871 (Canada/U.S.), or 1-647-932-3411 (International), u ...

Core Viewpoint - Canadian National Railway Company (CNI) is facing multiple challenges that make it an unattractive investment option [1] Earnings Estimates - The Zacks Consensus Estimate for CNI's 2025 earnings has been revised downward by 6.9% over the past 90 days, indicating a lack of confidence from brokers [1] Price Performance - CNI's shares have declined by 25.4% over the past year, significantly underperforming the transportation-rail industry, which saw a decline of 13.4% [2] Zacks Rank and Style Score - CNI currently holds a Zacks Rank of 4 (Sell) and has a Value Score of D, reflecting its unattractiveness [5] Earnings Surprise History - CNI has a poor earnings surprise history, missing the Zacks Consensus Estimate in three of the last four quarters, with an average miss of 2.54% [5] Operational Challenges - The company is facing supply-chain issues, network fluidity challenges, and weak intermodal scenarios, which are negatively impacting performance [6] - Rail network problems, including locomotive and crew shortages, along with rising operating expenses (up 5.5% year-over-year for 2024), are significant challenges [6] Financial Health - CNI has a debt-laden balance sheet and a current ratio of 0.66, indicating insufficient cash to meet short-term obligations [7] Industry Context - CNI belongs to an industry with a Zacks Industry Rank of 157 out of 248, placing it in the bottom 36% of Zacks industries, which can adversely affect stock performance [9]

Group 1 - CN's Executive Vice-President and Chief Financial Officer, Ghislain Houle, will speak at the J.P. Morgan's 2025 Industrials Conference on March 12, 2025, at 7:30 a.m. ET [1] - CN will provide a live webcast of the conference on its Investors section of the website, with a replay available after the event [1] Group 2 - CN is a major player in the economy, transporting over 300 million tons of natural resources, manufactured products, and finished goods across North America annually [2] - The company operates a nearly 20,000-mile rail network that connects Canada's Eastern and Western coasts with the U.S. Midwest and Gulf Coast, contributing to sustainable trade and community prosperity since 1919 [2]