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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":
The earnings themselves: Let's not read too much into the reported numbers
Talking the talk: Rails positioning themselves and their stakeholders for a growth focus
Supply chain and service reliability
The economy
Labor
STB
CPKC: I fear the rails won't say as much as we want to hear
