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

Home

Daily Stock Opinions and Ratings

Canadian National R.R. (CNR.TO)

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

160.40

-0.56 (0.35%)

as of Jun 18, 2026, 8:00:00 pm Market Open.

1168 watching

Investor Insights

Jun 18, 2026, 12:00 am

This summary was created by AI, based on 45 opinions in the last 12 months.

Experts have mixed feelings about Canadian National Railway (CNR), largely viewing it as a solid long-term investment despite current challenges. The company is seen as having a unique and irreplaceable network, which is coupled with high barriers to entry and a decent dividend yield of around 2-2.7%. There is a consensus that CNR is benefiting from reduced capex after heavy investments, allowing it to accommodate growth with less immediate expenditure. However, the sentiment is tempered by concerns of a freight recession, tariffs, and a soft Canadian economy, leading some analysts to favor its competitor, CP. Overall, while the outlook includes potential volatility due to economic factors, CNR remains an attractive option for long-term investors looking for value amidst its current discounted valuation.

Consensus

Hold

Valuation

Undervalued

Similar

CP,CP

BUY

It is a core holding for him. It started picking up when we got good vibes about China/US talks. Buy it now if you plan to hold it for any length of time.

PARTIAL SELL

The train conductors are set to strike. He purchased it in '08/'09. He has been selling it this year. He sold half his position. They are the most efficient railroad in North America. This is a candidate to use to raise some cash.

BUY ON WEAKNESS

The rail companies are both carriers. There’s been crop problems in Western Canada so their grain moving operation is down. They are also general economy stocks, though it’s trading with high multiple right now. He wouldn’t add to positions right now. The stock will be hit if the economy slows.

PAST TOP PICK

(A Top Pick Feb 13/19, Up 16%) Rails have consolidated and enjoy high barriers to entry. Sustainable growth allows them to increase margins and cash. It's cyclical, but now the rails are a great place to be.

HOLD

CP-T vs. CNR-T. He owns CP-T and not CNR-T although both are excellent. He prefers Canadian rails to US rails. Both just reported modest volume headwinds but CNR-T had to cut their guidance and CP-T did not. The cuts are transitory in nature for both but over the next couple of years CP-T is positioned better to navigate through these volume headwinds.

BUY

CNR-T vs. CP-T. He is optimistic with respect to the rails. You get about 3/4ths of your lift when the industry picks up. CNR-T is slightly better than CP-T but the difference is not massive.

BUY

His model price is $147.54. $96 is a definite buy level. Likes it.

BUY ON WEAKNESS

Best railroad in North America. All rails are under pressure because freight volumes are declining. Trade wars are hurting the trade flows. Recent valuation got stretched. 28-29% ROE. If it gets around $110, you can jump in with both hands. Great company, respects management, oligopoly.

BUY ON WEAKNESS

Will it bounce back quickly? All rails have pulled back over fears of a slowing economy. Shipping volumes in things like coal have slowed. Rails are soft industrials, meaning less cyclical than, say, mining. She's been buying on dips. Or you can hold onto it. Crude by rail will continue to benefit them. A well-run company that's investing in tech to increase efficiency.

BUY ON WEAKNESS

Take profits? It's a cyclical and has been sideways since April then recently dipped down. Rail traffic has fallen 5-6%, but this regularly happens to the rails. This decline will set you up to add to your existing position. CN has built parallel rail lines to combat bad winter weather. Accumulate this stock slow but surely over time.

HOLD

Rail stocks have been under pressure because they move the economy's goods and there is a slowdown in manufacturing. In the near term it looks like it could be soft. He thinks it is the best managed and best run railroad in North America.

HOLD

He likes them and owns it for clients. If you want to move things by rail there are only two companies -- the definition of an oligopoly with strong price control. The threat of an oncoming recession only offsets some of the need to move commodities. He thinks it will do just fine as a hold.

HOLD

Railways are in good condition. He doesn't see transport will be depressed even with a recession. However, it's now at a high multiple and their yields aren't exciting. He would focus on cashflow more.

DON'T BUY

Not interested in transportations at the moment. Shipping metrics are questionable. Breaking down on the charts. Between January - May is optimal holding period. Technicals are rolling over.

DON'T BUY

He doesn't like them now. Terrific businesses, but are fully valued with minimal upside. Of the two, he prefers CN, but only a little. Buy them when the market slows down. You can pick away at both of them in the coming year--you have time.

Showing 241 to 255 of 1,329 entries

Most Recent Experts

Chris Blumas

at Raymond James Investment Counsel Ltd.

The Panic-Proof Portfolio (Stockchase Research)

Stockchase Premium

The Weekly Buzzing Stocks by Billy Kawasaki

Stockchase

Jim Cramer - Mad Money

CNBC

John Zechner

J. Zechner & Assoc

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].

Summer Sale

Canadian National R.R. (CNR.TO)