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The Canadian Investor
Analyzing Revenue Growth, Debt Concerns, and Valuation of Transportation Companies
The chapter reviews a company's revenue growth, dividend yield, and debt coverage ratio post-acquisition, along with challenges in predicting returns due to macro forces. It then delves into the valuation of transportation companies CN and CP, discussing investor sentiment divergence based on PE ratios. The discussion shifts to Porsche's luxury status, governance complexities, and the Volkswagen emissions scandal, highlighting the exclusivity of Ferrari and Porsche's market position.
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