CP Rail, CN Rail, or both?

With a view that equity markets are starting to shift into a late-cycle re-inflation phase, TD Securities quantitative analyst Chris Dutton is adding Canadian Pacific Railway Ltd. to his model portfolio.

Due to existing positions in Canadian National Railway Co. and CAE Inc., that brings his railway exposure to overweight, and to near market weight for the industrials sector.

Dutton noted that this market phase should see investors move toward cyclical value names in the industrials sector,...

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