Canadian Pacific: Idiosyncratic Growth Opportunities Should Drive Outperformance
CPKC(CP) Seeking Alpha·2024-08-09 07:56
NotYourAverageBear Investment Thesis Canadian Pacific Kansas City Limited (NYSE:CP) is well-positioned to deliver good growth. The company's revenue growth should benefit from strength in the domestic intermodal business and anticipated strong Canadian grain harvest. In addition, the company should see gains from the good revenue synergies from the Canadian Pacific and Kansas City Southern (KCS) merger. The company is executing well in terms of realizing these synergies and is seeing improvements across its ...