Bet

SEEKING ALPHA’s Leo Nelissen writes:

– Canadian Pacific is my largest supply-chain bet as it benefits from a combination of all North American countries.

– In addition to that, Mexico is one of the biggest beneficiaries of an accelerating supply chain reconfiguration after the pandemic.

– The company is not cheap and suffers from economy-related de-risking, which is good as it comes with new buying opportunities.

Introduction

On February 24, 2022, I wrote my most recent article covering railroad giant Canadian Pacific Railway Limited (NYSE:CP), which is one of ...

Subscription required for Premium stories

In order to view the entire article please login with a valid subscription below or register an account and subscribe to Premium
Premium subscriber
New Premium subscriber REGISTER

Comment on this article


You must be logged in to post a comment.