Canadian National R.R. (CNR.TO) Buy, Sell or…

Home

Daily Stock Opinions and Ratings

Canadian National R.R. (CNR.TO)

168.35

-0.96 (0.57%)

as of Sep 9, 2026, 8:00:00 pm Market Open.

1168 watching

Investor Insights

Sep 9, 2026, 12:00 am

This summary was created by AI, based on 31 opinions in the last 12 months.

Canadian National R.R. (CNR) is viewed as a high-quality transportation business with strong fundamentals, evident from revenue increases and raised earnings outlook, although it faces challenges from competition, trade uncertainties, and economic cycles. Experts highlight a mixed outlook, with a preference for patience as recovery in freight volumes and GDP growth is anticipated, despite experiencing a freight recession lasting several years. Some analysts express concern over CNR's reduced guidance and external trade pressures, while others view it as an attractive long-term investment due to its irreplaceable network and historical resilience. Valuations have contracted, making it appealing for new investments at current levels, especially given its dividend yield and buyback history, despite volatile market conditions influenced by geopolitical events and economic shifts.

Consensus

Mixed

Valuation

Undervalued

Similar

COMMENT

It's a recession call or non-recession call. If you expect the latter, then CN has room to run up to $140-150. If you're the former, then avoid this. CN is not recession-proof. He likes CN at this levels and expects it to grind higher at least into the summer. CN is a cyclical stock.

BUY ON WEAKNESS

Rail shutdowns due to protesters. Any slowdown is not the company's fault, but due to external factors. If it got below $120, she'd put new money into it.

BUY

CP-T vs. CNR-T. He likes the rails. There is no possibility of another national rail network in the US or Canada. He thinks CP-T has more levers to pull to offset volume declines in 2020. They have more projects they can do to offset mining sector headwinds.

BUY

He likes it. CNR is a good diversified business, and fairly efficient. It's a steady eddy with decent growth.

BUY

CP-T vs. CNR-T. CP-T was at $220 in 2014 and broke out from there last year. It consolidated for 5 years. This is a great way to participate in economic growth.

PAST TOP PICK

(A Top Pick Jan 25/19, Up 13%) Will recover from last year's strike and tariffs. Targets $140 a year from now.

PARTIAL BUY

CP vs. CN Own both, but he prefers the cheaper CP. Same growth rate; he sees 10% EPS growth. Crude by rail will extend to 10 years and not stop soon. CP's balance sheet is weaker, though. CN trades at 18x PE, CP and 15.6x.

TOP PICK

Freight backbone of the country. Top investor is Cascade LLC, the Bill Gates foundation, and the time horizon for an endowment fund is "forever". Not many companies are forever, and this is one. A great company. Very efficient. 24% ROE. Yield is 1.79%. (Analysts’ price target is $123.36)

DON'T BUY

Buy before earnings? He is not certain if he would buy it today -- so he would wait. Railroads are driven by economies, especially the industrial and agricultural sectors, and things are not growing. He does not think it is a compelling valuation -- trading over 4.5 times book and with a 20 PE. He would rather find other industrial picks, rather than the railroads.

PAST TOP PICK

(A Top Pick Feb 13/19, Up 32%) They will have a bad quarter, based on an analyst report, but looking ahead, the economy will continue to grow at a good pace and this will benefit CNR and the rails. CNR is protected because you can't easily duplicate their business. If the US-China trade war calms, CNR will do very well. Don't worry about the coming quarter, but look beyond that.

COMMENT

He’s bullish on 2020. He thinks volatility will decrease. He would buy puts. They have liquid options and by having a $115 put option that expires at the end of next year. You don’t have to sell your stock, but you buy insurance.

PAST TOP PICK

(A Top Pick Dec 28/18, Up 21%) A year ago, market sentiment was really bearish, though he was bullish. This was a contrarian call. There's more upside to come in CNR. Industrials will perform in 2020.

PAST TOP PICK

(A Top Pick Apr 09/19, Down 0.5%) He likes the rails. Headwinds include the global economy and the recent strike. Tailwinds will include stable trading now with the USMCA signed and the US-China trade deal entering phase one. CNR has good pricing power.

BUY

He feels comfortable continuing to own this. The strike was a short term issue. It is the most profitable railroad in North America. The Prince Rupert terminal is a gold mine he thinks. He prefers owning Canadian rail companies over US entities. Yield 1.8%

BUY

It is increasingly attractive. They are talking about their Prince-Rupert-of-the-East strategy. There are less utilized assets there. There is a lot of product moving from south China and it is cheaper to ship it through the Suez Canal and get it to the east coast of North America. A lot of manufacturing is moving out of China and to the south because of trade wars.

Showing 226 to 240 of 1,333 entries

Most Recent Experts

The Weekly Buzzing Stocks by Billy Kawasaki

Stockchase

Jim Cramer - Mad Money

CNBC

Gordon Reid

GoodReid Investment Counsel

Eric Nuttall

Ninepoint Partners

The Panic-Proof Portfolio (Stockchase Research)

Stockchase Premium

Wealthica The ultimate 360° Tracker Your financial life in one place, automatically

Stockchase, in its reporting on what has been discussed by individuals on business television programs (in particular Business News Network), neither recommends nor promotes any investment strategies.

We paraphrase the experts by hand, we watch the shows and write down what we understood from the experts’ comments. We are human and can make mistakes, help us fix any errors. If you see something that you know is not right or if there is a problem with the site, feel free to email us at : [email protected].

Canadian National R.R. (CNR.TO)