In this episode, we break down Canadaâs two freight rail titansâCN Rail and CP Railâand compare them across operations, financials, capital allocation, and strategy. We look at how CNRâs east-west network stacks up against CPâs newly integrated CanadaâUSâMexico line following the Kansas City Southern acquisition. We also compare each companyâs and discuss the bullish and bearish case for each.
Tickers of stocks discussed: CP.TO, CNR.TO
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