Transportation Canadian Community
Our community narratives are driven by numbers and valuation.
Transportation Canadian Investing Ideas
The Indispensable Artery for a New North American Economy
Core Thesis: Canadian National Railway (CN) is a wide-moat, irreplicable infrastructure asset whose recent cyclical underperformance has created an attractive entry point. I believe the market is underappreciating a powerful, long-term secular tailwind: the reshoring and nearshoring of critical manufacturing and supply chains to North America.Read more
Defense Modernization And Regulatory Shifts Will Drive Long-Term Drone Ecosystem Expansion
Catalysts About Volatus Aerospace Volatus Aerospace designs, manufactures and operates advanced drone systems for defense, public safety, infrastructure, utilities and cargo customers across multiple geographies. What are the underlying business or industry changes driving this perspective?Read more
Tri-coastal Access And Operational Efficiency Will Unlock Value
Key Takeaways Strategic investments and cost discipline are driving margin expansion, positioning the company for higher earnings and improved free cash flow. Unique network advantages and pricing power support sustainable growth in market share amid rising demand for resilient, cross-border supply chains.Read more
Deleveraging And Network Diversification Will Support Stronger Long Term Travel Demand
Catalysts About Transat A.T Transat A.T operates leisure-focused air travel and tour operations, connecting Canadian travelers to sun and transatlantic destinations. What are the underlying business or industry changes driving this perspective?Read more
Autonomous Vehicles And Decarbonization Costs Will Strain Freight Operations
Key Takeaways Emerging logistics technologies and evolving delivery models could materially shrink TFI's traditional market, raising deep concerns about future revenue and overall business relevance. Rising costs from regulatory, labor, and integration challenges threaten margins, cash flow, and strategic flexibility, especially given heavy macroeconomic and industry reliance.Read more
Improved Profit Margins And Network Integration Will Sustain Future Expansion
Key Takeaways Exclusive access to northern air services and multi-year government contracts provides stable, recurring revenue growth and resilience against market volatility. Operational efficiencies, strategic fleet upgrades, and strong industry demand support long-term margin expansion, durable cash flow, and opportunities for future dividend growth.Read more
North South Rail Network Expansion Will Drive Long Term Freight Volume Upside
Catalysts About Canadian Pacific Kansas City Canadian Pacific Kansas City operates a unified freight rail network connecting Canada, the United States and Mexico, moving bulk commodities, industrial products and intermodal traffic across North America. What are the underlying business or industry changes driving this perspective?Read more
Amazon And DHL Contracts Will Spark Progress While Facing Headwinds
Key Takeaways Renewed long-term partnerships and strong domestic e-commerce growth drive higher revenue stability and earnings predictability. Network expansion and fleet modernization boost operational efficiency, margin improvement, and diversified global revenue streams.Read more
Labor Uncertainty And New Routes Will Shape Upcoming Performance
Key Takeaways Strong global travel demand, international network growth, and premium cabin focus are driving sustained revenue gains and competitive market positioning. Fleet modernization and digital initiatives are boosting efficiency, ancillary income, and loyalty, supporting margin expansion and recurring earnings growth.Read more
