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Templeton & Phillips Capital Management's investment thesis on Canadian National ($CNI) — Q1 2026 | Buyside Digest

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$CNINYSECanadian National

BULL

Templeton & Phillips Capital Management—CNI

Fund Letter

Q1 2026

Published April 21, 2026

View Fund Profile

$126.01USD

+2.1% vs last month

$114.60Pitched

+10.0% since pitch

Market Cap$76.5B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

we purchased shares in Canadian National Railway (CNI), which we believe are too depressed in relation to its strategic positioning following the Iranian attack on Qatar's Ras Laffan LNG facility.

— Lauren C. Templeton, Scott Phillips

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Appalaches Capital, LLCBULL

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