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
- Capex vs. Buybacks
- ESG
- Succession plans
