Canadian National commits to investing $85M in Michigan for rail upgrades in 2025, targeting railyard improvements and added intermodal capacity.
The market's rebound is impressive, but risks like sticky inflation and high valuations remain. I'm avoiding bonds and focusing on undervalued stocks with strong fundamentals and dividend potential. My top picks include a high-growth energy stock with a solid balance sheet and a cyclical railroad trading at a discount. Both offer realistic 50-100% upside potential. While economic uncertainty persists, these stocks provide a mix of income, growth, and downside protection, ideal for dividend investors in today's market.
Canadian National commits to investing $30M to enhance rail infrastructure in Tennessee, reinforcing its growth and service goals.
Canadian National commits $80M CAD to enhance rail infrastructure in Atlantic Canada, reinforcing its growth and service goals.
Canadian National accelerates Ontario expansion with $600 Million investment to strengthen rail capacity and future-proof freight movement.
CNI to invest $3.4 billion in 2025 to expand rail capacity, enhance safety and drive sustainable growth across North America.
Here is how Canadian National (CNI) and Proficient Auto Logistics, Inc. (PAL) have performed compared to their sector so far this year.
I upgrade Canadian National Railway to a buy rating due to strong 1Q25 performance and confidence in achieving FY25 EPS guidance despite macro uncertainties. CNR's revenue grew 3.6% y/y to CAD$4.40 billion, with an improved operating ratio and 8% y/y increase in adj EPS to CAD$1.85. Internal growth drivers, stable labor conditions, and resumed share buybacks signal strong future performance and potential for valuation multiples to rise.
CNI first-quarter 2025 earnings increase year over year while revenues decline.
My portfolio is outperforming the market, but I remain cautious. The rally has masked risks, and valuations are far from attractive. Despite optimism, trade tensions, inflation fears, and weak capital spending signal that economic risks are rising, not fading. That's why I'm turning to transportation. It's overlooked, undervalued, and historically a key signal for lasting market recoveries.
While the top- and bottom-line numbers for CN (CNI) give a sense of how the business performed in the quarter ended March 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Canadian National Railway Company (NYSE:CNI ) Q1 2025 Earnings Conference Call May 1, 2025 4:30 PM ET Company Participants Stacy Alderson - Assistant VP of IR Tracy Robinson - President and CEO Derek Taylor - Chief Field Operations Officer Pat Whitehead - Chief Network Operations Officer Remi Lalonde - CCO Ghislain Houle - CFO Conference Call Participants Fadi Chamoun - BMO Capital Markets Brian Ossenbeck - JPMorgan Chris Wetherbee - Wells Fargo Walter Spracklin - RBC Capital Markets Ken Hoexter - Bank of America Cherilyn Radbourne - TD Cowen Scott Group - Wolfe Research David Vernon - Bernstein Steve Hansen - Raymond James Brandon Oglenski - Barclays Konark Gupta - Scotiabank Ravi Shanker - Morgan Stanley Stephanie Moore - Jefferies Tom Wadewitz - UBS Benoit Poirier - Desjardins Capital Markets John Chappell - Evercore ISI Daniel Imbro - Stephens Ari Rosa - Citigroup Bascome Majors - Susquehanna Operator Good afternoon. My name is Krista, and I will be your operator today.