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

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Canadian National R.R. (CNR.TO)

176.19

+0.09 (0.05%)

as of Jul 10, 2026, 8:00:00 pm Market Open.

1170 watching

Investor Insights

Jul 11, 2026, 12:00 am

This summary was created by AI, based on 40 opinions in the last 12 months.

Canadian National R.R. (CNR) appears to be navigating a challenging economic landscape marked by a prolonged freight recession and external pressures such as tariffs and geopolitical tensions. Experts suggest that while the rail network enjoys irreplaceable assets and pricing power, the current cyclical downturn in the economy is impacting volumes and investor confidence. Many analysts view CNR as more attractively valued than its peers, particularly given its recent stock price decline which is seen as an opportunity to accumulate shares for the long term. Despite mixed short-term performance predictions, the majority of experts believe in the resilience of CNR's business model, its historical share buybacks, and dividend growth as indicators of potential recovery when overall economic conditions improve. The consensus leans towards a wait-and-see approach, with recommendations to consider averaging into positions on dips.

Consensus

Neutral

Valuation

Undervalued

Similar

CP,CP

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.

COMMENT

CN vs CP The major difference is CN-R goes more North-South into the US. CP-T goes more across Canada. Both trade with similar yields. He does not own either. Both are good for a long term investment. It is splitting hairs deciding on which one to have.

BUY ON WEAKNESS

He looked at it during a recent pullback, but didn't buy. It's a quality company and best in class among North American rails. It continues to improve, but it's pricey and overbought. It's a growth cyclical and so a play on the economic cycle extending.

WATCH

Both Canadian rails have benefited from a growth in oil by rail. With an economy moderately expanding you have more volume though BC and Chicago. CNR-T is at a historical high vs. CP-T that is trading at a bit of a discount. He sold a bit of CNR-T earlier. Watch CNR-T to see if they are able to ramp down their capital expenditures to a more reasonable level. He likes it as a long term hold.

BUY ON WEAKNESS

Buy it on pullback and nearly bought it early last year. A good company. Their long-term chart reflects value creation based by earnings, cash flow and dividend growth. This is the best railway in North America. He likes and may buy at $5-10 lower.

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Canadian National R.R. (CNR.TO)