CNI is a stock we discussed in our recent Portfolio Positioning webinar – Watch Here – and a position we hold in both the Income & Emerging Companies Portfolio. This is at the smaller end of the property spectrum, and they are more leveraged to interest rates given their decision not to ‘pay up’ to hedge interest rate risk like many other property companies have done, however, we are backing them to take advantage of this current downturn.
- We see excellent risk / reward for CNI around $1.75
MM is long and bullish CNI
Add To Hit List
