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

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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

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.

HOLD

CN continues to be the most efficient railroad in terms of operating ratio. They are sensitive to the economy. Unless there is a need for cash, he would stick with it and collect the dividends.

BUY

CN vs CP After a lousy 30-40 years, the rails now enjoy sustained demand, high barriers to entry and free cash flow that can pay down debt and raise dividends. He likes this industry. He owns CN.

PAST TOP PICK

(A Top Pick Oct 11/18, Up 10%) Rails offer good cash flow and growth. The only issue they can't do more acquisitions, given regulations.

DON'T BUY

Railway traffic is declining--news today. Overall, there are fears that the economy is slowing. Look at FedEx's stock and guidance. So investors are selling shares in stocks like CNR.

BUY

This is a good holding to get general economic exposure without a lot of risk. They benefit from the lack of oil pipeline constraints -- this accounts for 3-4% of its value. At $126, there was not much more upside to the share price. He expects a high single-digit return if you buy now.

HOLD

He owns CNR-T over CP-T and CSX-Q in the US. CP-T is more grain and resource orientated -- East to West. CNR-T has more exposure to the US markets. He would hold if you own and wait for a pullback to buy more.

BUY ON WEAKNESS

It is at a reasonable valuation at 16 times. They’re modelling 11% earnings per share growth. Great crude by railway as well as ores. He suggests buying it at dips.

BUY ON WEAKNESS

A great long-term company. Buy on a dip. It's one of his biggest positions. It's a cash machine that's well-managed with huge pricing power.

COMMENT

CIBC vs CN Rail for income? He would be getting out of all the Canadian rails at this point. The banks are also getting hurt. Negative interest rate curves are a warning that something ugly is going to happen. The GDP will fall and interest rates will begin to rise. He would therefore buy into CM-T and drop CNR-T.

BUY ON WEAKNESS

He likes it and will try to buy it. It's the best railroad and most efficient in North America. They recent bought a small railroad in the States. CNR is a play on trade flows across North America. Can't go wrong buying this and won't decline as much when markets turn south.

PAST TOP PICK

(A Top Pick Aug 30/18, Up 5%) Still likes it. Industry's consolidated in the last while. Restructured business nicely. Oil business is helping. A lot of good things happening. More environmentally friendly than trucking. A great company to own.

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Canadian National R.R. (CNR.TO)