Contrarian Corpus
activist full deck proxy fight
2012-02-06 · 112 pages

Canadian Pacific Railway CP

CP is the worst-performing Class I railroad under Fred Green; replacing him with Hunter Harrison — who transformed CN via Precision Scheduled Railroading — closes the peer gap and unlocks ~$140/share.

Thesis

Canadian Pacific is North America's worst-performing Class I railroad under CEO Fred Green: total shareholder returns of -18% since 2006, the highest operating ratio in the industry (81% vs. CN's 63%), a persistent 1,400-1,700 bps EBIT-margin deficit versus CN, declining market share, and roughly zero net cash flow over six years. Pershing Square, a 14.2% shareholder, argues CP's structural disadvantages are modest and the gap is a management failure — Green has cycled through five COOs in five years yet was deemed by the Board to have met 17 of 18 performance targets. The fix is to elect five new directors (the Nominees for Management Change) and install Hunter Harrison, who drove Precision Scheduled Railroading transformations at Illinois Central and CN, as CEO. A mid-60% operating ratio by 2015 implies intrinsic value of roughly $140 per share, versus the mid-$70s pre-campaign.

SCQA

Situation

Canadian Pacific is one of two Class I railroads in Canada, operating ~14,800 miles of track. It is 70% the size of peer Canadian National yet trades at only 40% of CN's enterprise value.

Complication

Under CEO Fred Green, CP has delivered -18% total returns since 2006, the industry's worst operating ratio (81%), persistent margin deficits to CN, and six years of zero net cash flow — yet the Board deems Green to have met 17 of 18 objectives.

Resolution

Elect Pershing's slate of five Nominees for Management Change and install Hunter Harrison — who pioneered Precision Scheduled Railroading at Illinois Central and CN — as CEO to drive an operational and cultural overhaul.

Reward

A mid-60% operating ratio by 2015 implies CP's intrinsic value reaches roughly $140 per share within three years, versus a mid-$70s pre-campaign price — roughly 90% upside for shareholders.

The three reasons

  1. 1

    CP has the worst operating ratio of any Class I railroad — 18 points behind CN

  2. 2

    Under Fred Green, CP returned -18% vs. rail peers averaging +22% to +93%

  3. 3

    Hunter Harrison's Precision Scheduled Railroading transformed IC and CN — same playbook works at CP

Primary demands

  • Replace CEO Fred Green with Hunter Harrison
  • Elect five Pershing-backed directors (the 'Nominees for Management Change') to the CP Board
  • Adopt Precision Scheduled Railroading to close the operating-ratio gap to CN
  • Refresh the Board with railroad, restructuring and shareholder-value expertise

KPIs cited

Operating Ratio (2011)
CP 81% vs. CN 63% — worst of six Class I rails, 18-point gap
Total Shareholder Return (May 2006 – Sept 2011)
CP -18% vs. NSC +22%, CNR +37%, CSX +65%, KSU +77%, UNP +93%
EBIT margin (2011)
CP 19% vs. CN 37% — 17.8 pt deficit, widest since 2000
Enterprise Value (Feb 2012)
CP $18.3bn vs. CN $42.2bn — CP is 70% of CN's size but only 40% of its EV
ROIC (2011)
CP ~7% vs. CN ~11%; gap has widened since 2005
Cumulative Cash Flow (2006-2011)
-$0.2bn net after $6.8bn CFO, $5.0bn capex, $2.1bn excess pension funding
Unit Cost Growth (2005-2011)
CP opex ex-fuel per RTM +11.4% vs. CN +1.0%
Intermodal market share vs. CN
CP down ~200bps to ~39% ex-DM&E as CN grew to ~62%
Executive turnover
Five COOs and three CFOs under Green in five years
Intrinsic value target (2014)
~$140 per share at 65% OR, 6% revenue growth, 14x NTM earnings
Illinois Central OR under Harrison
Improved 1,700bps from 80% (1989) to 63% (1997); EBIT 2.8x; 450% equity return
CN OR under Harrison
Improved 1,100bps from 78% (1997) to 67% (2009); EBIT 2.6x; 350% TSR

Pattern membership

Where this document fits across the library's 12 rhetorical / structural patterns. Orange cells are present in this deck; neutral cells are not.

Precedents cited

  • Illinois Central transformation under Hunter Harrison (1989-1998)
  • CN transformation under Hunter Harrison (1998-2009, Precision Scheduled Railroading)
  • J.C. Penney (Pershing board influence, Ron Johnson hire)
  • Pershing Square track record at Wendy's, Tim Hortons, McDonald's, Ceridian, GGP, Fortune Brands, Howard Hughes, Alexander & Baldwin

Composition what's on the 112 slides

Visual + textual elements counted across every slide in this deck. Hover a box for what that element is; click to see every slide in the corpus that uses it.

Slide gallery ·

All 112
No slide inventory yet

Pass-2 extraction may still be in progress for this deck.

Notes

Canonical activist proxy deck, widely cited as a gold-standard specimen of the genre. Distinctive rhythm: sparse one-line statement slides (green/red 'questions to ask', 'the results?') interleaved with dense peer-gap charts, and a long Fred Green CEO-quote-contradiction sequence (roughly pages 55-68) juxtaposing management's confident forward guidance with subsequent underperformance. Core framing reduces the proxy contest to a binary: 'If CP had no CEO, whom would you hire — Fred Green or Hunter Harrison?' Five-seat slate includes three independent Canadian directors (Colter, MacDonald, Melman) plus Ackman and Hilal (proportionate shareholder representation). Sum-of-parts not used — the argument is operational alpha vs. peer, not break-up value.