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From: Cogito Ergo Sum4/2/2021 11:32:53 AM
1 Recommendation

Recommended By
Julius Wong

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From Message 33265687

As an aside but related.. bought CP Rail last week..

Message 33260423

And excerpt from a PM to SI buddy


So I looked at the network map for KC southern that CP is taking (hopefully).. Mexico is nice I guess.. but they run right along the Gulf coast through Houston .. So thinking that Keystone XL is dead.. long enough to be of value.. rail might work..

Creel the current guy liked this when still Hunter's protégé.. but Hunter was adverse because of course the tank car investment is poof if a pipe goes through .. Now I see no pipe... and I see the the oil companies will need to go longer term commitment so CP order book will be stable.. (Hunter's fear of pipe going in gone.)



Looking ok so far
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