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

Canadian National R.R. (CNR.TO)

171.30

+0.16 (0.09%)

as of Sep 30, 2026, 5:58:07 pm Market Open.

1167 watching

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.

BUY

He likes the chart. Transports reflect a growing economy. CNR has jsut broken previous highs with good volumes. $140 is his target.

TOP PICK

He's long owned this. CNR enjoys lots of barriers to entry, so there's a good moat and they can increase pricing. They enjoy cost savings from new technology which is driving their margins and cash flow. It's stable. (Analysts’ price target is $121.33)

BUY

One of his biggest positions. It is like a canary on the coal mine in the Canadian economy. They had weakening volumes February but presented a good buying opportunity there. He loves it.

HOLD

As a value investor, he thinks the rails are expensive, and he doesn't think the economy will grow that fast to justify a big increase in rail stocks. Rails are good, steady players, though, and are managing costs well. Now, they're too expensive. He'd step in at 10-15% below current share prices.

PAST TOP PICK

(A Top Pick Mar 29/18, Up 28%) They beat in Q4, earnings up nearly 16%. They can grow their earnings 15% compounded annually.

PAST TOP PICK

(A Top Pick Mar 07/18, Up 27%) Benefitted from shipping more oil by train (and the lack of pipelines). Their system was overloaded, but they've since spent money on more trains, so volumes have risen, all wonderful.

BUY

CNR-T vs. CP-T. It depends on your stage of life. CNR-T is more diversified. CP-T is more Canadian concentrated. He would go with CNR-T because of this. They should do better this year. If the economy got rougher, CP-T would drop off more.

COMMENT

Bullish on the stock. Upcoming quarter might be challenged because of the weather, so Q1 won't be as good as Q4. Pricing power is good, volume is increasing. A great business. Makes sense to hedge the first quarter, but she wouldn't worry about hedging this sector for a whole year.

TOP PICK

Greater cash flow. Trains can be longer, more efficient. Costs going down, revenues up. Increased dividend by 18%. Sees no reason to sell. Yield is 1.93%. (Analysts’ price target is $119.05)

BUY

The rails are fairly defensive. This one has so many inputs. They have a coast to coast network. It always scores well on price momentum and valuation and has a solid return on equity. It has a stable business. It has a small yield and lots of room to increase it.

TOP PICK

The rail business has been terrible for 50 years, but now has great pricing power and barriers to entry. Rails are in a sweet spot now because oil needs to be moved (and there aren't enough pipelines). Fine management. Rails are a great industry. (Analysts’ price target is $119.04)

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Canadian National R.R. (CNR.TO)