Defensive value buys
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Canadian National Railway: Stable Yield And Margin Strength In Uncertain Times (NYSE:CNI)
Seeking Alphaยท 2025-11-04 10:13
Core Insights - The Canadian National Railway Company (CNI) is identified as a defensive value buy that can stabilize portfolios against AI-led disruptions [1] Group 1: Company Analysis - CNI meets the criteria for an AI-resistant stock, making it a suitable investment option during times of technological upheaval [1] Group 2: Analyst Background - The analysis is conducted by a stock analyst with over 20 years of experience in quantitative research, financial modeling, and risk management, emphasizing a focus on equity valuation and market trends [1] - The analyst has a background as a former Vice President at Barclays, leading teams in model validation and stress testing, which contributes to a deep expertise in both fundamental and technical analysis [1] - The research is co-authored with a partner, combining strengths to deliver high-quality, data-driven insights with a long-term perspective on value creation [1]