Latest news with #CanadianNationalRailwayCompany
Yahoo
5 days ago
- Business
- Yahoo
Canadian National Railway Company (CNI) to Spend $80 Million in Atlantic Canada to Boost Capacity and Support Sustainable Growth
Canadian National Railway Company (NYSE:CNI) announced plans to invest around C$80 million in New Brunswick and Nova Scotia as part of its 2025 capital investment program. The funds will go toward track maintenance and key infrastructure upgrades to enhance rail operations in the region. This includes improvements to Canadian National Railway Company (NYSE:CNI)'s railyards and the CN Autoport facility in Eastern Passage, N.S., aiming to ensure the safe transport of goods and support long-term sustainable growth in Atlantic Canada. Tracy Robinson, President and Chief Executive Officer of CN, made the following statement: "We believe that investing in our network is about building for the future. Our continued infrastructure investment in New Brunswick and Nova Scotia will help strengthen the resiliency, and efficiency of our network across Atlantic Canada. Our focus remains on providing exceptional service to our customers and supply chain partners, supporting strong economic growth for North America and across the communities where we operate." Last year, Canadian National Railway Company (NYSE:CNI) invested about $84 million in the same provinces, mainly for infrastructure upkeep such as rail and tie replacements, grade crossing upgrades, and structural maintenance. Each year, the company helps drive the North American economy by safely moving over 300 million tons of natural resources, manufactured goods, and consumer products for its customers. While we acknowledge the potential of CNI as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock. READ NEXT: and Disclosure. None.
Yahoo
08-05-2025
- Business
- Yahoo
Canadian National Railway Company (CNI): Among Billionaire Chris Hohn's Stock Picks with Huge Upside Potential
We recently published a list of . In this article, we are going to take a look at where Canadian National Railway Company (NYSE:CNI) stands against other Billionaire Chris Hohn's stock picks with huge upside potential. The Children's Investment Fund Management, also known as TCI Fund Management, is a British hedge fund firm headquartered in London and founded in 2003 by Sir Christopher Anthony Hohn. Hohn, a British billionaire and Harvard MBA graduate (Baker Scholar), also serves as the fund's portfolio manager. TCI is distinguished by its value-oriented, fundamental investment philosophy and its focus on long-term, high-conviction positions in globally competitive businesses. The fund employs a private equity-style approach to public market investing, relying on deep fundamental research, constructive engagement with company management, and a willingness to use shareholder activism when necessary to drive performance. Known for its concentrated portfolio structure, the TCI Master Fund maximizes alpha by targeting high-quality companies with sustainable competitive advantages and predictable free cash flow. TCI's investment strategy includes opportunistic ventures into corporate transformations and special situations. In line with its activist reputation, the firm is prepared to exert influence on company direction and governance when it deems necessary to unlock shareholder value. This assertive approach has helped cement TCI's reputation as one of the most successful and influential hedge funds in the world. A significant aspect of TCI's operations is its real estate lending business, which was launched in 2014 under the TCI Real Estate Partners Lending Funds. These funds invest alongside The Children's Investment Fund Foundation (CIFF), the philanthropic arm initially supported by the fund's profits. The lending strategy centers on first mortgage and senior secured lending for high-quality assets, with a particular focus on prime locations in major North American and European cities. This real estate arm reflects TCI's broader investment philosophy, seeking security, quality, and long-term value. As of Q4 2024, TCI managed $42.4 billion in securities across just nine core stock holdings, reflecting its highly concentrated and conviction-driven investment approach. The firm's blend of fundamental analysis, disciplined value investing, and strategic activism continues to position it as a powerful force in global capital markets. Through its unique alignment of investment and philanthropic missions, TCI also exemplifies how hedge funds can blend financial performance with broader societal impact. For this article, we searched through TCI Fund Management's Q4 2024 13F filings to identify billionaire Chris Hohn's stock picks with the highest upside potential. We compiled the equities with upside potential higher than 8% at the time of writing this article and analyzed why they stood out as sound potential investments. Finally, we ranked the stocks based on the ascending order of their upside potential. To assist readers with more context, we mentioned the hedge fund sentiment around each stock using data from 1,009 hedge funds tracked by Insider Monkey in the fourth quarter of 2024. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 363.5% since May 2014, beating its benchmark by 208 percentage points (). A driverless train traversing vast countryside, illustrating the companies long-distance rail transport National Railway Company (NYSE:CNI), a major freight railway operator headquartered in Montreal, continues to demonstrate resilience and strategic agility in a volatile economic environment. For the first quarter of 2025, the company reported total revenues of $4.4 billion, marking a 4% increase year-over-year despite challenging winter conditions and modest volume growth. Diluted earnings per share rose 8% to $1.85, a clear sign of the company's disciplined operational management and pricing power. Operational metrics supported this financial performance. Revenue ton miles (RTMs) grew by 1% to 60.0 billion, while CN's operating ratio—a key indicator of efficiency—improved by 20 basis points to 63.4%. This highlights the company's ability to enhance profitability even in a low-growth volume environment. CEO Tracy Robinson noted a 'strong start to the year,' emphasizing improved financial metrics and successful right-sizing of resources to match demand. Canadian National Railway Company (NYSE:CNI) also delivered a notable 18% increase in free cash flow, which reached $626 million for the quarter. This was driven by both higher operating income and lower capital expenditures, reinforcing the company's commitment to efficient capital allocation. Additionally, Canadian National Railway Company (NYSE:CNI) announced a 5% increase in its dividend for 2025, signaling strong confidence in the company's financial outlook and a consistent focus on shareholder returns. Among billionaire Chris Hohn's stock picks with huge upside potential, Canadian National Railway Company (NYSE:CNI) stands out with a statistic of 18.62% due to its combination of financial discipline, infrastructure scale, and transcontinental reach. Its extensive North American network, coupled with improving margins and robust cash generation, positions the company as a compelling long-term investment. As trade dynamics evolve and intermodal demand grows, CN's strategic positioning and operational efficiency could help unlock meaningful shareholder value over time. Appalaches Capital stated the following regarding Canadian National Railway Company (NYSE:CNI) in its Q3 2024 investor letter: 'During the quarter, we established core positions in two railroads: Canadian National Railway Company (NYSE:CNI) and CSX Corporation (CSX). The investment thesis is simple. Domestic railroads have not seen volume growth over the last 20 years despite being the cheapest, cleanest, and safest form of freight transportation.4 The lack of volume growth and related share losses to trucking is due to the poor reliability of the networks. However, there is strong evidence to believe that this may not be the case going forward. It seems that investors are overweighting historical characteristics of the industry and not giving credit to recent and sustainable improvements in service metrics. If the rails are able to show any sign of sustained volume growth, our investment should perform very well. Overall, CNI ranks 3rd on our list of Billionaire Chris Hohn's stock picks with huge upside potential. While we acknowledge the potential of CNI as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns and doing so within a shorter timeframe. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than CNI but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock. READ NEXT: and . Disclosure: None. This article is originally published at .
Yahoo
30-04-2025
- Business
- Yahoo
Canadian National Railway Company (CNI): Among the Best Stocks to Buy According to the Bill & Melinda Gates Foundation Trust
We recently compiled a list of the . In this article, we are going to take a look at where Canadian National Railway Company (NYSE:CNI) stands against Bill & Melinda Gates Foundation Trust's other stock picks. Bill Gates has invested billions of dollars in stocks to fund the Seattle-based Bill & Melinda Gates Foundation Trust, widely regarded as the world's largest private foundation, formed through the merger of the William H. Gates Foundation and the Gates Learning Foundation. According to the Trust, its aim is to address major humanitarian concerns such as poverty, a lack of opportunity, and infectious diseases. Over the past 30 years, Bill and Melinda have contributed an estimated $47.7 billion of their fortune to their foundation and predecessor. The foundation's trust maintains a highly concentrated equities portfolio, reflecting the influence of Bill Gates and his longtime friend and former foundation trustee, Warren Buffett. The Bill & Melinda Gates Foundation has set a record $8.74 billion budget for 2025, with intentions to increase yearly distributions to $9 billion the following year. Mark Suzman, the foundation's CEO, stated that the record approval by its governing council is consistent with the foundation's goal of a world "where everyone, everywhere, deserves the chance to live a healthy, productive life." Previously regarded as an aspect of science fiction, AI appears to have entered ordinary life and is now finding its way to consumers and businesses. Bill Gates predicts that by 2035, artificial intelligence will take over roles traditionally held by doctors, teachers, and other professionals, ushering in what he calls the era of "free intelligence." According to Gates, this transition will result in rapid advancements in AI technology that will become firmly integrated into daily life, ranging from better healthcare solutions and more accurate diagnoses to broad access to AI tutors and virtual assistants. However, while the potential is enormous, Gates admits that there are "understandable and valid" concerns about AI's existing capabilities. In a 2023 blog post, he stated that even the most advanced AI systems make mistakes and can contribute to the spread of misinformation. Still, Gates is optimistic: if he were to establish a new firm today, he told CNBC Make It in September 2024, it would be an "AI-centric" startup. For this list, we picked stocks from Bill & Melinda Gates Foundation Trust's 13F portfolio as of the end of the fourth quarter of 2024. These equities are also popular among elite hedge funds. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (). A driverless train traversing vast countryside, illustrating the companies long-distance rail transport services. Canadian National Railway Company (NYSE:CNI) is a North American transportation and logistics company headquartered in Montreal, Canada, that focuses on supply chain innovation and collaboration. It provides rail transportation, intermodal solutions, trucking, and marine transport. In the fourth quarter of 2024, Canadian National Railway Company (NYSE:CNI)'s revenue ton miles fell 3% year-over-year to 59,305 million. Revenues dropped by C$113 million year-over-year to C$4,358 million in Q4, while operating income fell by C$190 million to C$1,628 million. Canadian National Railway Company (NYSE:CNI) also declared a 5% dividend increase for 2025, extending its 29-year growth run, and approved another repurchase program for up to 20 million shares from February 2025 to February 2026. Appalaches Capital, an investment management firm, released its Q3 2024 investor letter. Here is what the fund said: 'During the quarter, we established core positions in two railroads: Canadian National Railway Company (NYSE:CNI) and CSX Corporation (CSX). The investment thesis is simple. Domestic railroads have not seen volume growth over the last 20 years despite being the cheapest, cleanest, and safest form of freight transportation.4 The lack of volume growth and related share losses to trucking is due to the poor reliability of the networks. However, there is strong evidence to believe that this may not be the case going forward. It seems that investors are overweighting historical characteristics of the industry and not giving credit to recent and sustainable improvements in service metrics. If the rails are able to show any sign of sustained volume growth, our investment should perform very well. Overall CNI ranks 4th on our list of Bill & Melinda Gates Foundation Trust's stock picks. While we acknowledge the potential for CNI as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than CNI but trades at less than 5 times its earnings, check out our report about this . READ NEXT: and . Disclosure: None. This article is originally published at Insider Monkey.
Yahoo
28-04-2025
- Business
- Yahoo
Canadian National Railway Company (CNI): Among The Best Railroad Stocks To Buy According To Billionaires
We recently published a list of . In this article, we are going to take a look at where Canadian National Railway Company (NYSE:CNI) stands against other best railroad metals stocks to buy according to billionaires. The trade war initiated by President Trump will force freight railroads to position themselves for the chain reaction. Tariffs on Mexico, Canada, China, and Europe will set in and shake up the trade network. In 2024 alone, American railroads moved $203.1 billion worth of goods across the Canadian and Mexican borders. The rail sector remains a vital economic engine, generating $233.4 billion in output and supporting approximately 750,000 jobs in 2023. At the same time, railroads also demonstrated their commitment to long-term growth by reinvesting $26.8 billion into infrastructure last year. While much of the attention has been on autos and consumer goods, chemicals are a critical piece of the puzzle. The United States exported over $28 billion in chemicals to Canada last year and imported around $25 billion, making Canada the top supplier of chemical imports. Canada also plays a strategic role in the US critical minerals supply chains, EV battery production, and energy imports, including crude oil, natural gas, and electricity. Industry experts warn that new tariffs could drive up costs across sectors, from chemicals used in drinking water treatment to construction materials like lumber, creating potential inflationary pressure. Despite the risks, Wall Street remains cautiously optimistic. Analysts believe the supply chain could adapt, especially for goods like lumber that already face steep tariffs. Early signs suggest the administration is moving deliberately, giving companies time to adjust strategies. Railroads and freight remain central players, particularly with Mexico's auto exports, 70% of which move by rail, and chemicals are heavily reliant on cross-border logistics. Longer term, a trade war could test the strength of USMCA relationships and ripple across North American supply chains, but for now, businesses are preparing while the administration signals a phased approach. In November 2024, Joe Hinrichs, CEO of a leading US rail company, shared an insight with CNBC's Jim Cramer that still holds true today: 'From our standpoint, actually, as long as it's coming to the U.S., we're going to move it somewhere. If tariffs change the trade portfolio — as long as the economy's growing, we'll be a part of it.' Warren Buffett is a major investor in the railroad industry and has commented that the railroad industry, including BNSF, is a "better business now" than it was in the past. With that outlook in mind, let's take a look at some of the best railroad stocks that billionaires are piling into. A driverless train traversing vast countryside, illustrating the companies long-distance rail transport services. For this article, we focused on making a list of all railroad and railcar stocks publicly listed in the United States. Using Insider Monkey's Q4 2024 database, we examined billionaire sentiment for each stock and selected the 10 most popular ones. The stocks are ranked in ascending order based on the number of billionaire investors as of Q4 2024. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here). Number of Billionaire Investors: 12 Stake Value of Billionaire Holdings: $9,047,607,042 Canadian National Railway Company (NYSE:CNI) is a transportation company operating in the US and Canada, offering rail transport, intermodal solutions, trucking, and logistics. CNI's offerings include custom brokerage, specialized cargo handling, temperature-controlled shipments, and oversized load services. It is one of the best railroad stocks to buy, with 12 billionaire investors backing the company. On January 31, JPMorgan analyst Brian Ossenbeck maintained an Overweight rating on Canadian National Railway Company (NYSE:CNI), but trimmed the price target from C$179 to C$174. CNI faced labor and weather challenges in 2024, missing Q4 expectations. Despite this, JPMorgan remains optimistic for 2025, citing easier comps and supportive tailwinds. The company is still seen as a strong player with less downside risk than peers. Canadian National Railway Company (NYSE:CNI) on January 30 raised its quarterly dividend by 5% for 2025, marking the 29th straight year of increases. CNI paid a C$0.8875 per share dividend on March 31. The company also announced a new buyback plan, allowing it to repurchase up to 20 million shares between February 4, 2025, and February 3, 2026. Overall, CNI ranks 6th among the best railroad stocks to buy according to billionaires. While we acknowledge the potential of CNI as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than CNI but that trades at less than 5 times its earnings, check out our report about this . READ NEXT: and . Disclosure: None. This article is originally published at Insider Monkey.
Yahoo
27-04-2025
- Business
- Yahoo
Canadian National Railway Company (CNI): Among The Best Railroad Stocks To Buy According To Billionaires (ready for edit 2)
We recently published a list of . In this article, we are going to take a look at where Canadian National Railway Company (NYSE:CNI) stands against other best railroad metals stocks to buy according to billionaires. The trade war initiated by President Trump will force freight railroads to position themselves for the chain reaction. Tariffs on Mexico, Canada, China, and Europe will set in and shake up the trade network. In 2024 alone, American railroads moved $203.1 billion worth of goods across the Canadian and Mexican borders. The rail sector remains a vital economic engine, generating $233.4 billion in output and supporting approximately 750,000 jobs in 2023. At the same time, railroads also demonstrated their commitment to long-term growth by reinvesting $26.8 billion into infrastructure last year. While much of the attention has been on autos and consumer goods, chemicals are a critical piece of the puzzle. The United States exported over $28 billion in chemicals to Canada last year and imported around $25 billion, making Canada the top supplier of chemical imports. Canada also plays a strategic role in the US critical minerals supply chains, EV battery production, and energy imports, including crude oil, natural gas, and electricity. Industry experts warn that new tariffs could drive up costs across sectors, from chemicals used in drinking water treatment to construction materials like lumber, creating potential inflationary pressure. Despite the risks, Wall Street remains cautiously optimistic. Analysts believe the supply chain could adapt, especially for goods like lumber that already face steep tariffs. Early signs suggest the administration is moving deliberately, giving companies time to adjust strategies. Railroads and freight remain central players, particularly with Mexico's auto exports, 70% of which move by rail, and chemicals are heavily reliant on cross-border logistics. Longer term, a trade war could test the strength of USMCA relationships and ripple across North American supply chains, but for now, businesses are preparing while the administration signals a phased approach. In November 2024, Joe Hinrichs, CEO of a leading US rail company, shared an insight with CNBC's Jim Cramer that still holds true today: 'From our standpoint, actually, as long as it's coming to the U.S., we're going to move it somewhere. If tariffs change the trade portfolio — as long as the economy's growing, we'll be a part of it.' Warren Buffett is a major investor in the railroad industry and has commented that the railroad industry, including BNSF, is a "better business now" than it was in the past. With that outlook in mind, let's take a look at some of the best railroad stocks that billionaires are piling into. A driverless train traversing vast countryside, illustrating the companies long-distance rail transport services. For this article, we focused on making a list of all railroad and railcar stocks publicly listed in the United States. Using Insider Monkey's Q4 2024 database, we examined billionaire sentiment for each stock and selected the 10 most popular ones. The stocks are ranked in ascending order based on the number of billionaire investors as of Q4 2024. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here). Number of Billionaire Investors: 12 Stake Value of Billionaire Holdings: $9,047,607,042 Canadian National Railway Company (NYSE:CNI) is a transportation company operating in the US and Canada, offering rail transport, intermodal solutions, trucking, and logistics. CNI's offerings include custom brokerage, specialized cargo handling, temperature-controlled shipments, and oversized load services. It is one of the best railroad stocks to buy, with 12 billionaire investors backing the company. On January 31, JPMorgan analyst Brian Ossenbeck maintained an Overweight rating on Canadian National Railway Company (NYSE:CNI), but trimmed the price target from C$179 to C$174. CNI faced labor and weather challenges in 2024, missing Q4 expectations. Despite this, JPMorgan remains optimistic for 2025, citing easier comps and supportive tailwinds. The company is still seen as a strong player with less downside risk than peers. Canadian National Railway Company (NYSE:CNI) on January 30 raised its quarterly dividend by 5% for 2025, marking the 29th straight year of increases. CNI paid a C$0.8875 per share dividend on March 31. The company also announced a new buyback plan, allowing it to repurchase up to 20 million shares between February 4, 2025, and February 3, 2026. Overall, CNI ranks 6th among the best railroad stocks to buy according to billionaires. While we acknowledge the potential of CNI as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than CNI but that trades at less than 5 times its earnings, check out our report about this . READ NEXT: and . Disclosure: None. This article is originally published at Insider Monkey. 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