TSE:CNR

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
0
Investor Insights
star iconSep 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 icon
Consensus
Mixed
valuation icon
Valuation
Undervalued
review icon
Similar
CP
BUY
In Canada, there are only two railways. CN's operating ratio is good. Their only negative is that they depend on price increases for growth. He doesn't see new pipelines, so crude by rail will continue to thrive. A definite long-term hold.
DON'T BUY
The rail stocks since 2009 have been a group that's had a spectacular gain, all moving to price-to-book levels that have exceeded their histories. He doesn't see opportunities now to buy them cheap. CNR trades at current fair market value. Remember: it's late in the cycle and poised to decline from theese heights. You won't see these highs for decades.
BUY
It is a great company and has been well managed over time. They grew about 12% on the dividend over time. He prefers a higher dividend vs. a higher growth of the dividend. CNR-T has had great pricing power over time. This one has a really defendable position.
BUY ON WEAKNESS
It has been a very stable and safe place to hide. He would be cautious entering at these levels.
TOP PICK
Crude by rail is growing very fast. Incremental 3-4% growth, on top of the 8-10% earnings growth they provide. Diversified, chicken way to have exposure to the North American economy. In this environment, the low double-digit return makes the Top Pick. Yield is 1.97%. (Analysts’ price target is $118.62)
COMMENT
He hasn't seen today's after-hours report but it did beat EPS. It's a good stock, but be careful if it falls below $100.
TOP PICK
Ex-CEO Hunter Harrison was superb at raising shareholder value. The best-run railroad in North America. There's limited competition, so there's a moat. They raise prices 2-3% annually along with volume growth. Attractive valuation. (Analysts’ price target is $117.56)
BUY
Good looking chart. They are looking at it. Higher lows and higher highs.
COMMENT
He owns CNR-T instead. He likes their ownership and management and it has a good US footprint. CP-T has too big of a commodity exposure for him. He likes the outlook for railways overall.
PAST TOP PICK
(A Top Pick Dec 28/17, Up 7%) Growing economy, so rails will do well. Plus, pipelines are shut out. Great thing is they own 25% of the container port in Prince Rupert, so they can get oil to China faster. Dividend growth plus splits is how you grow your retirement income over time, without having to eat into capital. A quality company.
WEAK BUY
Railroads. CNR-T vs. CP-T. Railroads are a great industry. A duopoly in Canada. CP-T is the more profitable operator and he favours it.
BUY
He just bought CP-T in the last couple of days. There is a little up-tick after Dec 24th. He would buy it now. If it breaks below the $90 range then it may come down further. The risk/reward is pretty low. He would pick it up now
COMMENT
Rail is not the preferred way to move oil, because it's expensive. One of the best long-term stewards of capital. Reluctant to put money into rail cars, which will be obsolete as soon as pipelines get built. Some upside to this stock from crude by rail, but not overly material.
PAST TOP PICK
(A Top Pick Dec 20/17, Up 1%) Good balance sheet and fundamentals. Buy during dips to average down. A world-class company.
BUY
It is one of those great Canadian companies with a monopoly There is only two companies in Canada. This is a name you should always own because you don’t have a competitive pressure on it. Crude by rail is not a huge impact to either railroad company either way. Earnings have not fallen on CNR-T because they continue to move things regardless of growth rates in China. He buys it because he has cash.
Showing 301 to 315 of 1,333 entries