Epstein Secrets

Deutsche Bank Markets Research North America Canada Industrials Railroads Industry Canadian Rails Flipping the Script - Buy CP, Sell CNI Initiating Coverage of Canadian Rails We are expa

ansportation companies with initiation of coverage of the Canadian railroad industry. We are positive on Canadian Pacific (CP, Buy) and cautious on Canadian National (CNI, Sell), as we see overall market share and earnings trajectory driving a reversal in recent relative value trends. All told we forecast CP to

Deutsche Bank Markets Research North America Canada Industrials Railroads Industry Canadian Rails Flipping the Script - Buy CP, Sell CNI Initiating Coverage of Canadian Rails We are expa

ansportation companies with initiation of coverage of the Canadian railroad industry. We are positive on Canadian Pacific (CP, Buy) and cautious on Canadian National (CNI, Sell), as we see overall market share and earnings trajectory driving a reversal in recent relative value trends. All told we forecast CP to

Deutsche Bank Markets Research North America Canada United States Industrials Trucking Industry U.S. Transportation Where we have conviction, and where we don't On the back of 4Q result

on Knight Transportation (KNX), XPO Logistics (XPO) and CSX Corp (CSX). We remain comfortable with our sole-Sell ratings on Old Dominion (ODFL) and Canadian National (CNI), while our Buy on UPS was wrong and we are using this report to downgrade our rating to Hold and lower our price target to $115. Our company-

create near-term volatility in topline results; (2) Historically lumpy communications equipment spending trends; (3) Larger than expected slowdown in North America automotive unit production Company Description: Texas Instruments is a broad-based supplier of semiconductor components, ranging from digital signal

oexter The Greenbrier Companies GBX GBX US Ken Hoexter World Fuel Services INT INT US Ken Hoexter UNDERPERFORM C.H. Robinson CHRW CHRW US Ken Hoexter Canadian National CNI CNIUS Ken Hoexter Kirby Corp KEX KEX US Ken Hoexter Old Dominion Freight Line ODFL ODFL US Ariel Rosa Seaspan Corp SSW SSW US Ken Hoexter Teekay