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Posted by
Two Blokes Jul 24 -
Filed in
Stock
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5 views
Post-earnings selloffs offer a great entry point to CNI, which trades at discounts to key railway peers despite high operating efficiency. The stock can be a solid defensive play with its duopoly position, resilient business model, modest leverage, and decent shareholder returns. It's encouraging to see the management's swift action of cost control in response to macro headwinds.