I know you hold CNR, as do I. Would you sell and start buying CP instead? Or, hold both?

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Asked on January 12, 2025 7:54 pm
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I am a fan of CP Rail a bit more than CN Rail. However I'm in a situation where I would have to realize a capital gain to sell CN Rail and move it to CP Rail, so I haven't really done so yet.

I do have some realized losses from other positions that will offset most of my gains, so it may be something I decide to do in the future.

As mentioned, there are a million reasons to sell a stock, but only one reason to buy. My tax situation has stopped me from swapping CNR for CP for quite a bit.

However, considering CP's expansion due to the Kansas City acquisition, holding both railways is a solid option as well. They have lots of individual exposure and owning both captures the vast majority of North American railways.

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Posted by Dan Kent
Answered on January 14, 2025 8:28 am