def Tony Hatch on CN's Big News, plus his take on the current Class I earnings round - RailPrime | ProgressiveRailroading - Subscribe Today

Tony Hatch on CN's Big News, plus his take on the current Class I earnings round

1/28/2022

On Jan. 26, independent transportation analyst Tony Hatch offered his take on CN's Big News: that the Class I had named Tracy Robinson as its next president and CEO. He also commented on the CN-CIFF Capital/TCI resolution agreement. AND: He shared the “Top 10 Things He Hopes to Hear on the Current Round of Earnings Calls":

  1. The earnings themselves: Let's not read too much into the reported numbers
  2. Talking the talk: Rails positioning themselves and their stakeholders for a growth focus
  3. Supply chain and service reliability
  4. The economy
  5. Labor
  6. STB
  7. CPKC: I fear the rails won't say as much as we want to hear
  8. Capex vs. Buybacks
  9. ESG
  10. Succession plans

CN's Big News

Top 10 list: 1-5

Top 10 list: 6-10