Canadian Pacific Kansas City Limited (NYSE:CP) is one of the Best TSX Stocks to Buy According to Billionaires. Wall Street has a mixed opinion on the stock after the company missed revenue and EPS estimates for the fiscal second quarter of 2025. The company posted a revenue of $2.78 billion, 2.78% year-over-year, but below the consensus by $83.17 million. Moreover, the EPS of $0.81 also fell slightly short by $0.01. Management noted that volume, which is measured by Revenue Ton-Miles, grew 7% year-over-ye ...

Core Viewpoint - The article discusses the significant market disruption anticipated due to advancements in artificial intelligence, likening it to the Industrial Revolution [1]. Group 1 - The article emphasizes the transformative potential of artificial intelligence in various sectors, suggesting that it will lead to substantial changes in market dynamics [1]. - It highlights the importance of staying informed about these developments for investors seeking opportunities in the evolving landscape [1]. Group 2 - The article mentions that the author holds long positions in several companies, indicating a personal investment interest in the market trends discussed [1]. - It notes that the insights provided are based on the author's own opinions and experiences, rather than external compensation [1].

Jane O'Hagan Jane O'Hagan Get the latest news delivered to your inbox Sign up for The Manila Times newsletters By signing up with an email address, I acknowledge that I have read and agree to the Terms of Service and Privacy Policy Advertisement Vancouver, BC, Sept. 09, 2025 (GLOBE NEWSWIRE) -- Global Container Terminals Inc. (GCT) today announced that Jane O’Hagan has been appointed Chair of the Board, effective September 2025. Ms. O’Hagan has served as an independent director on the GCT Bo ...

Core Viewpoint - Canadian Pacific Kansas City (CP) reported disappointing Q2 2025 earnings, with both earnings and revenues missing estimates, leading to questions about future performance [2][3]. Financial Performance - Q2 earnings per share were 81 cents, missing the Zacks Consensus Estimate by 1.2%, but improved 5.2% year-over-year [3]. - Operating revenues were $2.67 billion, falling short of estimates by 4.3%, yet showing a 1.5% year-over-year increase [3]. - Total Freight revenues per revenue ton miles decreased by 4% year-over-year, and revenues per carload declined by 3% year-over-year [3]. Operating Metrics - Operating income increased by 6%, while total operating expenses grew by 0.9% year-over-year [4]. - The operating ratio improved, falling 110 basis points to 63.7% from 64.8% in the previous year [4]. Segment Performance - Freight revenues, which account for 98.1% of total revenues, increased by 2.7% [5]. - Notable segment changes included Grain (up 12%), Coal (up 8%), and significant declines in Automotive (down 28%) and Metals, minerals and consumer products (down 20%) [5]. Liquidity Position - At the end of Q2, cash and cash equivalents stood at C$799 million, up from C$739 million at the end of Q4 2024 [6]. - Long-term debt increased to C$21.23 billion from C$19.8 billion at the end of Q4 2024 [6]. Future Outlook - The company expects core adjusted combined diluted earnings per share to grow by 10-14% in 2025, targeting C$4.25 per share [7]. - Anticipated capital expenditures for 2025 are C$2.9 billion, with a projected effective tax rate of 24.5% [7]. - Despite ongoing tariff and trade policy uncertainties, the company expects mid-single-digit growth in revenue ton miles (RTMs) from 2024 [7]. Estimate Trends - Estimates for the company have trended downward over the past month, indicating a negative shift in expectations [8][11]. - The stock currently holds a Zacks Rank 3 (Hold), suggesting an expectation of in-line returns in the coming months [11]. Industry Comparison - Canadian Pacific Kansas City is part of the Zacks Transportation - Rail industry, where Union Pacific (UNP) reported a revenue increase of 2.4% year-over-year, with Q2 revenues of $6.15 billion [12]. - Union Pacific's expected earnings for the current quarter indicate an 8% year-over-year increase, with a Zacks Rank 3 (Hold) as well [13].

Core Viewpoint - Canadian Pacific Kansas City (CPKC) is not interested in participating in immediate rail industry consolidation, believing that further consolidation is unnecessary for the current industry structure [1][2][3] Industry Perspective - CPKC argues that major rail mergers pose unique risks to customers, employees, and the broader supply chain, which would be exacerbated by follow-on consolidations [2][3] - The existing six major railways in the U.S. can provide high-quality transportation services, and there are opportunities for cooperation among willing railways to enhance service without further consolidation [3][5] - CPKC emphasizes that benefits often cited in favor of transcontinental mergers can be achieved through new partnerships and innovations in customer service [4][5] Company Strategy - CPKC is focused on leveraging its three-nation network to deliver unique value-creating opportunities and improve interline service options for shippers across North America [1][4] - The company is pursuing collaborations, such as the Southeast Mexico Express service with CSX, to enhance service offerings [4] - CPKC believes that the current rail network has the capacity and operational fluidity to support service improvements and volume growth, which is essential for the national economy [5]

Group 1 - The article promotes iREIT on Alpha as a source for in-depth research on various income alternatives including REITs, mREITs, Preferreds, BDCs, MLPs, and ETFs [1] - It highlights the positive feedback from users, with 438 testimonials, most rated 5 stars, indicating high satisfaction with the service [1] Group 2 - The article includes a disclosure from the analyst stating a beneficial long position in several companies, which may influence the analysis presented [2] - It clarifies that the opinions expressed are those of the author and not influenced by compensation from any mentioned companies [2] Group 3 - Seeking Alpha emphasizes that past performance does not guarantee future results, indicating a cautionary stance on investment outcomes [3] - The platform notes that it does not provide personalized investment advice and that views expressed may not represent the entire organization [3]

Group 1 - Canadian Pacific Kansas City (NYSE: CP) is entering a significant multi-year growth phase [1] - The latest quarterly results showed a revenue miss, which could be perceived as disappointing [1] Group 2 - The company has a diverse financial analysis background, with experience across various sectors including Auto, Industrials, and IT [1] - The company has managed investor relations and strategic finance for a listed IT company with a market cap of approximately USD 2.5 billion [1]

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 several companies, which may influence the analysis presented [2] - It clarifies that the opinions expressed are those of the author and not influenced by compensation from any mentioned companies, ensuring transparency in the analysis [2] Group 3 - The article contains a disclaimer from Seeking Alpha, emphasizing that past performance does not guarantee future results and that no specific investment advice is being provided [3] - It notes that the views expressed may not reflect those of Seeking Alpha as a whole, indicating a diversity of opinions among its analysts [3]

Group 1 - The article emphasizes the opportunity to enhance holdings during periods of elevated market volatility, particularly in the first half of the year [1] - It highlights the availability of in-depth research on various investment vehicles including REITs, mREITs, Preferreds, BDCs, MLPs, and ETFs [1] Group 2 - The analyst has disclosed a beneficial long position in shares of companies such as LB, UNP, CP, and CSL, indicating a personal investment interest [2] - The article expresses the author's opinions without any compensation from the companies mentioned, ensuring an independent viewpoint [2]

Group 1 - The stock of Canadian Pacific Kansas City Limited (CP) is experiencing significant attention due to high implied volatility in the options market, particularly the Sep 19, 2025 $50 Call option [1] - Implied volatility indicates the market's expectation of future price movement, suggesting that investors anticipate a significant price change or an upcoming event that could lead to a major rally or sell-off [2] - Canadian Pacific currently holds a Zacks Rank 3 (Hold) in the Transportation - Rail industry, which is in the top 40% of the Zacks Industry Rank, with mixed analyst earnings estimates affecting the consensus estimate for the current quarter [3] Group 2 - The high implied volatility surrounding Canadian Pacific shares may indicate a developing trading opportunity, as options traders often seek to sell premium on options with high implied volatility to capture decay [4]