The video provides a market analysis focused on three stocks: CRM, PEP, and CNI, with a timeframe of 12 months. Starting with Salesforce (CRM), it notes a 27% year-to-date decrease despite 8% revenue growth and substantial subscription-based revenues, which are also up 8% year-on-year. Trading at 20 times earnings, a contraction from prior levels, CRM is perceived as facing decelerating revenue growth and strong competition. A potential acquisition of Informatica for inorganic revenue growth is mentioned. For PepsiCo (PEP), it highlights an 11% price increase from its low, improvements within PepsiCo and an earnings beat, with management expecting a future contraction in revenue growth, and is known for its ability to raise prices. The target for PEP is set on 160. Canadian National Railway (CNI) has faced struggles due to tariffs, significantly impacting earnings per share growth to just 2%. CNI's connection between Canada and the U.S., reaching New Orleans and Mobile, is noted. The video indicates a lack of revenue growth due to the headwinds that 30% of their revenue is being affected by. This analysis makes a bullish case for PEP and CNI, where the video analysis gives potential targets of 160 and 100, respectively. The presenter notes that CNI might also be bottoming out and is undervalued. A case is made to stay away from CRM, despite the seemingly undervaluation.