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.


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

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