Illegal Activity
none
Blackmail
none
Date
2017-10-31
Document Type
report
Model
gemini-2.0-flash-001
Processed
2026-02-07T18:41
Summary
Deutsche Bank initiates coverage of the Canadian railroad industry, recommending to buy Canadian Pacific (CP) and sell Canadian National (CNI). The report forecasts higher EPS growth for CP and anticipates a re-rating of CP and de-rating of CNI.
Metadata
- Subject
- Flipping the Script - Buy CP, Sell CNI. Initiating Coverage of Canadian Rails
- Sender
- —
- Recipients
- —
- Document ID
- MCI (P) 0B310412017
- Date
- 2017-10-31
Relationships 2
| Entity 1 | Relationship | Entity 2 | Description |
|---|---|---|---|
| Deutsche Bank | Business | Canadian Pacific (CP) | Deutsche Bank is positive on Canadian Pacific (CP, Buy). |
| Deutsche Bank | Business | Canadian National (CNI) | Deutsche Bank is cautious on Canadian National (CNI, Sell). |
Notable Quotes 2
We are positive on Canadian Pacific (CP, Buy) and cautious on Canadian National (CNI, Sell), as we see overall market share and earnings trajectory driving a reversal in recent relative value trends.
All told we forecast CP to grow EPS at double the rate of CNI (+30% for CP vs. +15% for CNI cumulatively through 2019), which together with capex and free cash trends should drive re-rating at CP and de-rating for CNI.
Financial Information
Amounts:+30%+15%
Public Knowledge
- Context
- Investment recommendations are often of interest to the media.
- Media Worthy
- Yes
Raw Analysis JSON
click to expand
Themes
Financial transactions/money flowBusiness dealings
Organizations 4
Deutsche BankCanadian Pacific (CP)Canadian National (CNI)Deutsche Bank Securities Inc.
Locations 2
North AmericaCanada
Text Analysis
- Tone
- Professional
- Purpose
- To initiate coverage of the Canadian railroad industry and recommend buying Canadian Pacific and selling Canadian National stocks.
- Significance
- This report provides investment advice on Canadian railroad companies, forecasting EPS growth and potential re-rating/de-rating.
File Info
- File Name
- EFTA01371086.txt
- Dataset
- dataset_10
- Type
- Text
- Model
- gemini-2.0-flash-001
- Processed
- 2026-02-07T18:41:33.600634
- DOJ Source
- View on DOJ