equitysell

CP

Trust-weighted public proof page for CP. See which authors support it, which ticker theses it belongs to, and how thesis calls have performed.

Opportunity
48 / 100
Current score
-0.82
Thesis calls
3
Active ticker theses
2

Recent proof-backed thesis calls

Public preview of asset-level thesis calls linked to source content, observed prices, and outcomes.

Report claims Trump vows a 50% tariff on Canadian goods using a Depression-era law, framed around upcoming USMCA review/negotiation dynamics and potential 30-day timing references. If credible, it raises near-term policy headline risk for cross-border supply chains (autos/industrial), Canadian exporters (energy, materials, rail), and CAD; beneficiaries could be US domestic substitutes (steel, timber) and tariff-volatility hedges.

Mentioned: Jul 21, 2026, 12:39 PM EDTConviction: 40 / 100Observed price: $91.47 on 2026-07-21Return: -12.21%
Source: Trump Vows 50% Tariff on Canadian Goods Using Depression-Era Law

Report discusses the Trump administration vowing a new 50% tariff on some Canadian goods, citing alleged unfair treatment of American alcohol, cars, and dairy. Details on scope, start date, and product lists are not provided in the excerpt, limiting immediate trade specificity but still signaling elevated US-Canada trade-policy risk.

Mentioned: Jul 21, 2026, 12:51 AM EDTConviction: 50 / 100Return: -2.38%
Source: US Plans New 50% Tariff on Canada. Here's What to Know.

Report describes political controversy around the Gordie Howe International Bridge (Detroit–Windsor) opening being delayed and then linked to a US-Canada negotiation in which Canada would direct up to 15 years of net toll revenue to a US-controlled regional development fund. Main investable angle is incremental cross-border trade-flow reliability vs. renewed political/friction risk; direct public equity exposure to bridge tolls is not indicated.

Mentioned: Jul 18, 2026, 10:56 AM EDTConviction: 32 / 100Return: -8.99%
Source: US-Canada Bridge Fuels Political Row

Current stance

Recommendationsell
Authors1
Active ticker theses2
Latest pricen/a
Why now
  • sell via Short Canada-exposed transport and auto-supply-chain names on tariff-escalation risk from https://www.youtube.com/channel/UCIALMKvObZNtJ6AmdCLP7Lg (confidence 0.50)
  • risk via Trade the headline as a small auto-supply-chain reliability tailwind, but keep sizing low because the story is political and indirect. from https://www.youtube.com/channel/UCIALMKvObZNtJ6AmdCLP7Lg (confidence 0.32)

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