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Canadian Pacific Kansas City (CP) in our theses

Canadian Pacific Kansas City appears in one of our theses. Below is why it entered the basket and how it has done since publication.

Theses holding it
1
Average return
-0.8%
since publication
Last price
88.55 USD
September 16, 2026
Live September 12, 2026 · supply and demand · edge 61

Diesel at $6 rewrites the freight math: the intermodal breakeven just fell into rail's weakest lanes

At $6 diesel the truck-rail cost gap opens short-haul eastern lanes to intermodal for the first time, and rail service is finally good enough to take them.

Why this company made the basket is part of Pro. The opening of the argument is open on the thesis page.

CP since this thesis was published: -0.8% · whole basket -5.3%

Where these numbers come from

The reference price is recorded on the thesis publication date and never changed afterwards. The current price is refreshed several times a day. Returns are in the listing currency and exclude dividends, so for dividend payers the real total return was somewhat higher.

This is not a recommendation to buy or sell. A company enters a basket as a beneficiary of the mechanism described in the thesis, and the full argument is on each thesis page.

See all of our theses

Each with a publication date, a causal map and a score assigned before the market ruled.

Open in Invesaro →