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Strengths 3-Coast Network: Unique transcontinental reach remains a dominant competitive advantage in North America. Profitability Record: Delivered a 1.4-point improvement in operating ratio (61.2%) during a volatile quarter. Shareholder Loyalty: 30 years of dividend growth and a new 24M share repurchase mandate. Weaknesses Stagnant Volume Guidance: “Flattish” RTM projections for 2026 suggest a lack of […]

Canadian National Railway Company (CNI) faces significant headwinds from shifting trade policies. Management explicitly listed “heightened geopolitical risk” and macroeconomic uncertainty as the primary challenges for 2026. Potential 25% tariffs on cross-border automotive and industrial components pose a direct threat to the company’s intermodal and finished-vehicle segments. While the company moved a record 2.82 million

Canadian National Railway Company (CNI) board approved a 3% increase in the quarterly cash dividend, effective for Q1 2026. This marks the 30th consecutive year of dividend increases. The new quarterly payout will be C$0.9150 per share. The board also authorized a new Normal Course Issuer Bid (NCIB) to repurchase up to 24 million common

Caterpillar Inc (NYSE: CAT) Q4 2025 Earnings Call dated Jan. 29, 2026 Corporate Participants: Alex Kapper — Vice President of Investor Relations Joseph Creed — Director Andrew R. Bonfield — Chief Financial Officer Analysts: Mircea Dobre — Analyst Michael Feniger — Analyst David Raso — Analyst Tami Zakaria — Analyst Charles Albert Dillard — Analyst

BXP Inc (NYSE: BXP) Q4 2025 Earnings Call dated Jan. 28, 2026 Corporate Participants: Helen Han — Vice President, Investor Relations Owen D. Thomas — Chairman and Chief Executive Officer Douglas T. Linde — President and Director Michael E. LaBelle — Executive Vice President, Chief Financial Officer and Treasurer Rodney C. Diehl — Executive Vice

Ameriprise Financial, Inc (NYSE: AMP) Q4 2025 Earnings Call dated Jan. 29, 2026 Corporate Participants: James Cracchiolo — Chairman and Chief Executive Officer Walter S. Berman — Executive Vice President & Chief Financial Officer Stephanie Rabe — Head of Investor Relations Analysts: Unidentified Participant Steven Chubak — Analyst Wilma Burdis — Analyst Craig Siegenthaler —