Deep Dive: Why Value Investors Are Wary of Canadian National Railway ($CNI) скачать в хорошем качестве

Deep Dive: Why Value Investors Are Wary of Canadian National Railway ($CNI)

Join this channel to help us keep creating great content:    / @fundamental_deep_dive   If you found this video helpful, we’ve put together a full playlist of other stock deep dives you might enjoy. We take a closer look at each company’s business model, financials, risks, and potential for growth. Watch the full Canada Stock Playlist here:    • Deep Dive: Why TerraVest is a Top Industri...   [00:00] Introduction & CNR's Paradoxical Situation [02:00] FY2024 Performance: The Operational Strain (18% EPS Drop) [04:17] Balance Sheet & Leverage Concerns (0.94 Debt/Equity) [07:41] Structural Critique: The Financial Engineering Argument [11:34] The True Cost of Sustaining Capex & Overvaluation Risk (P/E 27) [13:12] External Headwinds: Tariffs & Geopolitical Risks [15:39] Currency Risk: The Strengthening Canadian Dollar (CAD) [17:24] Q2 2025 Internal Execution & Cost Discipline [18:58] Operating Ratio Improvement & Operational Fluidity [21:13] Traffic Mix Shifts: Bulk Strength vs. Merchandise Weakness [22:34] The Bull Case: CNR's Deep Structural Moat (The Three Pillars) [25:38] Management's Caution: Scraping Long-Term Guidance [27:02] The Investment Dilemma: Value vs. Volatility [29:00] Conclusion & Final Provocative Thought #CNR #CNI #CNRail #CanadianNationalRailway #StockAnalysis #ValueInvesting #DividendStocks #RailroadStocks #EarningsReport #TariffImpact