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

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Canadian National R.R. (CNR.TO)

168.22

-0.13 (0.08%)

as of Sep 10, 2026, 3:25:09 pm Market Open.

1168 watching

Investor Insights

Sep 10, 2026, 12:00 am

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

Canadian National R.R. (CNR) has garnered mixed opinions from experts, highlighting both its long-term potential and recent challenges. While the company's strong earnings, increased revenue, and share buyback initiatives have garnered positive feedback, concerns about tariffs, cyclical pressures, and reduced capex have tempered enthusiasm. Many experts note that CNR's ability to adapt to current pressures, such as trade uncertainties and economic slowdowns, will be crucial for its performance moving forward. Despite these challenges, many believe that the underlying business remains solid, with an irreplaceable network providing a competitive advantage. Long-term growth of around 4-5% is projected, and the current valuation appears attractive compared to historical benchmarks.

Consensus

Mixed

Valuation

Undervalued

Similar

BUY

Bought this in 2015 and will hold long-term. They run east-west, but also north-south so they can move product anywhere in North America. They bought. The dividend has grown 16% yearly and generates free cash flow.

HOLD

CP-T earnings have improved with revenues up in all their businesses. He holds CNR-T instead. He would not buy more at these valuations. If you are playing the oil by rail strategy, he would prefer CNR-T as it has more incremental market opportunity as it ships south into the US. He is not adding adding to his position.

COMMENT

CN vs. CP CN, which he owns. It has more growth potential shipping north-south as opposed to east-west in CP. CP also has a cheaper valuation and is a little less dependent on the prices of commodities. Both perform in line though.

BUY ON WEAKNESS

He owns this and CSX, because he wants U.S. exposure (and doesn't own CP, because it's more east-west Canadian). The rails offer good exposure to the general economy. Given the lack of pipelines in Canada, shipping oil by rail adds 3-4% to earnings in the next few years. Around $130 is his target. Buy at $120.

HOLD

An excellent business that creates massive value over time. In a downturn, rails will suffer but not as bad as other industrials like, say, automakers. This is the best North American operator with fine assets. Bill Gates' foundation holds 14%, and is the biggest shareholder.

BUY

He really likes the rails. It is basically impossible to build out any more national rail networks. He prefers Canadian rails to the US because they have not been experiencing as much of a volume decline. CNR-T is best in class management. They have more growth opportunities out of their core business. CNR-T and CP-T are his favourite rail picks.

PAST TOP PICK

(A Top Pick Jul 19/18, Up 10%) A terrific business. The lack of pipelines will help CNR, and oil-by-train is environmentally friend. They can increase prices, so there is growth, and face little competition.

BUY ON WEAKNESS

He likes the rails. He likes the dynamics of moving more freight to rail which continues to be more powerful. He has a rail as a Top Pick today. The group as a whole does not point to recession. They are trading at highs however. This is a group you want to focus on.

BUY

If there's a recession, CN revenues will slow. They warned that their Q2 may be a little weak, though they'll hit their targets. They continue to generate a lot of cash flow and are adding more assets, like rail cars and lines. He believes the North American economy will continue to grow at 2-3%, so CN will benefit. A must-own. (CP is also good.)

BUY

Which North American rail to buy? He used to own CSX. Rails are a good sector--more fuel-efficient than trucking. CNR is the best rail stock in Canada. Rails are a good investment. He's a little nervious that Canadian rails carry so much oil, because he's not a fan of commodities.

BUY

It is the kind of stock to buy in a pullback. Lots of respect for the company. It is timely here.

BUY

The modest dividend gradually increases as they gradually sell off land they own. Goods that are moved across Canada and the US benefit CNR. Worth holding for the long-term, though it will get hit during a recession. It remains a core holding.

HOLD

He owns CP, which has a better profile. Don't sell CNR, but hold.

BUY ON WEAKNESS

A very high quality company and it is pretty expensive. Rail volumes can have issues if the economy slows. Overall, it is a very good company, but he would wait for it to drop in value a little more. A good holding long term.

HOLD

He likes the rails. The Canadian economy in the business that CN is in, is doing well. CN has improved its margins on an ongoing basis. However, if you think we are going into a recession he would wait.

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Canadian National R.R. (CNR.TO)