In this episode, we break down Canada’s two freight rail titans—CN Rail and CP Rail—and compare them across operations, financials, capital allocation, and strategy. We look at how CNR’s east-west network stacks up against CP’s newly integrated Canada–US–Mexico line following the Kansas City Southern acquisition. We also compare each company’s and discuss the bullish and bearish case for each.
Tickers of stocks discussed: CP.TO, CNR.TO
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