Latest news with #CanadianPacificKansasCity
Calgary Herald
19 hours ago
- Business
- Calgary Herald
Enbridge CEO Greg Ebel's $23.7M payout makes him Alberta's highest-paid executive in 2024
Article content Enbridge president and CEO Greg Ebel, whose compensation included almost $13 million in share-based awards, climbed to No. 1 on the list of Alberta's highest-earning executives in 2024. Article content At $23.78 million, Ebel was closely trailed by Canadian Pacific Kansas City president and CEO Keith Creel, a perennial top earner who received $23.57 million in total pay last year. Article content Article content In 2023, Ebel ranked third among all top executives in Alberta, earning $18.7 million, while Creel was second behind Suncor's Rich Kruger at just over $20 million. Article content Ebel, who was named president and CEO of the Calgary-based pipeline giant in January 2023, had a base salary of about $2 million last year. He received $12.74 million in share-based awards — often meant to incentivize executives to align their interests with shareholders — and almost $8 million more in stock options and other bonuses. Article content As CEO, Ebel is paid 'for the results he delivers for the company and shareholders,' said Enbridge in an emailed statement. Article content 'Our compensation philosophy is rooted in pay-for-performance. As such, 89 per cent of our (CEO's) pay is 'at-risk.' That is, payouts are not guaranteed, and the value of at-risk components depends on how well the company performs.' Article content Article content Supporting Ebel's compensation package for 2024 was the delivery of record financial results, achievement of distributable cash flow within the company's financial guidance range and the garnering of over 37 per cent total shareholder return, according to Enbridge. Article content Total shareholder return is a way of measuring financial performance, an indicator of the total amount shareholders reap from an investment. Article content Enbridge added that its executive compensation is benchmarked against industry peers across North America, such as Chevron, Suncor and others. Article content 'Several of our senior executives, including our CEO, are compensated near the 50th percentile in this industry peer group,' its statement read.
Yahoo
7 days ago
- Business
- Yahoo
Canadian Pacific Kansas City (CP): A Bull Case Theory
We came across a bullish thesis on Canadian Pacific Kansas City on Disruptive analytics's Substack by Magnus Ofstad. As of 9ʰ July, Canadian Pacific Kansas City's share was trading at $81.39. CP's trailing and forward P/E were 27.04 and 22.61 respectively according to Yahoo Finance. A railway track winding through a rough landscape with a freight train in transit. The market volatility may provide an attractive entry point for investors, and Canadian Pacific Kansas City, a company with a vast rail network spanning from Northwestern Canada to Mexico, is worth considering. The company transports large bulk items such as coal, grain, and automotives, which are essential regardless of the AI revolution and tariffs. Despite the acquisition of Kansas City Southern, the company's operating margin has improved, and investors should note that this is a capital-intensive business requiring constant maintenance and capacity expansion projects. The company's growth plan features significant investments in new sidings, double tracking, and terminal upgrades to support increased traffic and operational efficiency. When considering these factors and putting projected numbers into a DCF model, the company appears fairly valued. However, Canadian Pacific Kansas City can still be a good investment based on its enduring business model and wide moat characteristics. The company may not be a very sexy investment, but it can provide stable returns over time. The company's stock price has been relatively resilient despite tariff issues, and it has the potential to provide stable returns due to its essential business model. While it may not offer high growth rates, Canadian Pacific Kansas City's steady performance and wide moat characteristics make it a reliable investment opportunity. While this is our first coverage on Canadian Pacific Kansas City, we've recently examined another on a stock in the same Railroads that sheds light on similar long-term dynamics. In contrast to Union Pacific, Canadian Pacific Kansas City's business model appears more focused on essential goods transportation, with a vast rail network spanning from Northwestern Canada to Mexico, moving bulk items such as coal, grain, CP's growth strategy centers on investing in its rail network, with significant outlays for new sidings, double tracking, and terminal upgrades to support increased traffic and operational efficiency. While both companies operate in the same industry, their strategic focuses diverge; CP prioritizes steady performance and wide moat characteristics. Canadian Pacific Kansas City is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 65 hedge fund portfolios held CP at the end of first quarter which was 74 in the previous quarter. While we acknowledge the risk and potential of CP as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to Blackrock. Disclosure: None. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
15-07-2025
- Business
- Yahoo
Canadian Pacific Kansas City (CP): A Bull Case Theory
We came across a bullish thesis on Canadian Pacific Kansas City on Disruptive analytics's Substack by Magnus Ofstad. As of 9ʰ July, Canadian Pacific Kansas City's share was trading at $81.39. CP's trailing and forward P/E were 27.04 and 22.61 respectively according to Yahoo Finance. A railway track winding through a rough landscape with a freight train in transit. The market volatility may provide an attractive entry point for investors, and Canadian Pacific Kansas City, a company with a vast rail network spanning from Northwestern Canada to Mexico, is worth considering. The company transports large bulk items such as coal, grain, and automotives, which are essential regardless of the AI revolution and tariffs. Despite the acquisition of Kansas City Southern, the company's operating margin has improved, and investors should note that this is a capital-intensive business requiring constant maintenance and capacity expansion projects. The company's growth plan features significant investments in new sidings, double tracking, and terminal upgrades to support increased traffic and operational efficiency. When considering these factors and putting projected numbers into a DCF model, the company appears fairly valued. However, Canadian Pacific Kansas City can still be a good investment based on its enduring business model and wide moat characteristics. The company may not be a very sexy investment, but it can provide stable returns over time. The company's stock price has been relatively resilient despite tariff issues, and it has the potential to provide stable returns due to its essential business model. While it may not offer high growth rates, Canadian Pacific Kansas City's steady performance and wide moat characteristics make it a reliable investment opportunity. While this is our first coverage on Canadian Pacific Kansas City, we've recently examined another on a stock in the same Railroads that sheds light on similar long-term dynamics. In contrast to Union Pacific, Canadian Pacific Kansas City's business model appears more focused on essential goods transportation, with a vast rail network spanning from Northwestern Canada to Mexico, moving bulk items such as coal, grain, CP's growth strategy centers on investing in its rail network, with significant outlays for new sidings, double tracking, and terminal upgrades to support increased traffic and operational efficiency. While both companies operate in the same industry, their strategic focuses diverge; CP prioritizes steady performance and wide moat characteristics. Canadian Pacific Kansas City is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 65 hedge fund portfolios held CP at the end of first quarter which was 74 in the previous quarter. While we acknowledge the risk and potential of CP as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to Blackrock. Disclosure: None.
Business Insider
15-07-2025
- Business
- Business Insider
Canadian Pacific Kansas City (CP) Receives a Hold from Bernstein
In a report released today, David Vernon from Bernstein maintained a Hold rating on Canadian Pacific Kansas City, with a price target of C$120.00. The company's shares opened today at $81.14. Elevate Your Investing Strategy: Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence. Make smarter investment decisions with TipRanks' Smart Investor Picks, delivered to your inbox every week. According to TipRanks, Vernon is a 4-star analyst with an average return of 6.8% and a 58.90% success rate. Vernon covers the Industrials sector, focusing on stocks such as United Airlines Holdings, Delta Air Lines, and American Airlines. Canadian Pacific Kansas City has an analyst consensus of Moderate Buy, with a price target consensus of $88.76, representing a 9.39% upside. In a report released on July 9, National Bank also maintained a Hold rating on the stock with a C$119.00 price target. CP market cap is currently $75.9B and has a P/E ratio of 27.59.
Yahoo
12-07-2025
- Business
- Yahoo
Canadian Pacific Kansas City Limited (CP): A Bull Case Theory
We came across a bullish thesis on Canadian Pacific Kansas City Limited on Disruptive analytics's Substack by Magnus Ofstad. In this article, we will summarize the bull's thesis on CP. Canadian Pacific Kansas City Limited's share was trading at $79.83 as of June 23rd. CP's trailing and forward P/E were 26.61 and 22.83, respectively according to Yahoo Finance. A driverless train traversing vast countryside, illustrating the companies long-distance rail transport services. Canadian Pacific Kansas City (CP) operates a vital rail network stretching from Northwestern Canada through the U.S. Midwest to Mexico, transporting essential bulk goods like grain, coal, potash, fertilizers, and automobiles. These commodities are largely immune to cyclical disruptions like AI-driven automation or shifting trade policies, providing the business with durable demand. CP's 2021 acquisition of Kansas City Southern created the only single-line railroad spanning North America north to south. While the merger initially weighed on operating margins due to integration costs, those margins are now improving as the integration matures. Despite tariff concerns, CP stock is up 10% year-to-date, reflecting investor confidence in the company's long-term positioning. As a capital-intensive business, CP regularly reinvests in infrastructure, including sidings, double-tracking, and terminal upgrades, to increase capacity and drive operational efficiency. These infrastructure improvements, while costly, are key to unlocking future growth. While not a flashy investment, CP is underpinned by a resilient business model, a strong economic moat, and long-lived assets. A discounted cash flow analysis suggests the company is fairly valued at current levels, though its steady cash generation, essential service profile, and network scale make it a compelling long-term hold. With activist investor Bill Ackman stepping back, CP may now offer an opportunity for value-focused investors to enter a stable, wide-moat business with improving fundamentals and manageable downside. Though lacking immediate excitement, CP's slow-but-steady trajectory could reward patient investors over time. Previously we covered a on Canadian National Railway Company (CNI) by Kay Kay in February 2025, which highlighted its irreplaceable network, regulatory protection, and pricing power. The company's stock price has appreciated approximately by 3% since our coverage. The thesis still stands as CNI's moat remains intact. Magnus Ofstad shares a similar view but emphasizes CP's North-South integration benefits. CP isn't on our list of the 30 Most Popular Stocks Among Hedge Funds. While we acknowledge the risk and potential of CP 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: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock. Disclosure: None. This article was originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
