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I’M EXITING THESE 3 STOCKS RIGHT NOW

The German Value Investor is selling Canadian National Railway (CNR) due to its high valuation despite stagnant growth. While acknowledging the company's strong moat, consistent cash flow, and share buybacks, the investor believes the current price-to-earnings ratio of 20 is not favorable for a value investor, especially given the minimal earnings per share growth. The investor plans to reinvest the freed-up capital into new opportunities.

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Tickers discussed in this post

PFEBearishHigh ConvictionSignal-backedPrimary

The creator is selling all shares of Pfizer due to significant debt, negative net cash, and concerns about growth and transformation risks.

CNRBearishMedium ConvictionSignal-backedPrimary

The German Value Investor is selling Canadian National Railway (CNR) due to a high valuation and lack of significant growth, despite its strong business model and moat.

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Tracked calls opened from this post

PFE
sell opened May 28, 2026
+2.26%