TSE:CNR

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
0
Investor Insights
star iconJul 12, 2026, 12:00 am

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

Canadian National Railway (CNR) has been viewed as a foundational investment within the rail sector, with many experts noting its strong competitive advantage due to its extensive and irreplicable network. Despite facing challenges such as a freight recession and pressures from tariffs, analysts highlight that CNR has positioned itself well for a potential recovery, especially with reduced capital expenditures and ongoing share buybacks. Several reviews suggest that the current valuation, trading at historical lows, could present a good long-term buying opportunity, especially as the Canadian economy shows signs of improvement. While concerns about economic conditions remain, many feel that any positive developments related to trade agreements like CUSMA could benefit CNR. Overall, the sentiment leans towards cautious optimism, suggesting that patience may be rewarded for those willing to invest now.

consensus icon
Consensus
Neutral
valuation icon
Valuation
Undervalued
review icon
Similar
CP
TOP PICK
This is the railroad with the lowest operating costs in North America. Has good exposure to things like oil, sand or fracing and automobiles.
WATCH
Always been his favourite railway. Is concerned because the chart is so up and way. Thinks it may have topped. Sit back and watch how it holds its ground during sell-offs in the market.
PAST TOP PICK
(A Top Pick Jan 3/12. Up 2.39%.) Has a great, very long-term chart. The chart shows it is doing a very typical thing for CNR in that it tends to move up, consolidates, breaks out and consolidates again..
COMMENT
When you look at the railroads, you are looking at the underlying economy and we are in an economy where there is going to be very, very slow growth. This is the best run railroad so it is the benchmark and companies like this tend to be overvalued relative to other opportunities in the group.
TOP PICK
Great network running east west and north south. Will respond to improving US economy.
PAST TOP PICK
(A Top Pick Aug 3/11. Up 13.89%.) Great company and he still likes.
BUY
Life cycle type stock. Bottomed Oct through Dec. Has turned around, has paused now so is a good time to buy. If good news continues potential to go up $1.30, otherwise it will quickly go below 80 cents. So use those targets over the next 6 months.
TOP PICK

CP has had it's run, CN has a decending triangle. Doesn't have huge expectations, $85 to $90

PAST TOP PICK
(Top Pick Mar 21/11, Up 8.99%) Would trade into it from CP.
TOP PICK
Normally trades at forward PE of 14 and is at 12.9. Management was a little bit cautious in their guidance and he expects their dividends to rise. A bit of a pension headwind that the market didn’t like. Will continue to grow at 10-12% over the next couple of years. It is a bit of a moderate risk play on the global growth thesis.
PAST TOP PICK
(Top Pick Jan 3/12, Down 4.37%) Has held for a decade. He not a buy and hold kind of guy. Beginning to do a bit of a healthy consolidation pullback. Probably will under perform for the next couple of months but will be a good entry point sooner or later.
TOP PICK
Down year to date. Thinks it is run the best. Focusing on improving customer service. Expects they can increase their coal share and potash share. Expect them to continue to increase dividend.
BUY
Likes the transportation, industrial space that he likes right now. Stock has a nice long upward trend with a bit of a hiccup in 2011 and then went up again. Looks like it might have broken its trend a little bit. Support would be around $71. He is looking at buying this one. Put your stop in at around $68.
BUY
Benchmark stock of railways. If you believe N.A. economy is pricing up then rails benefit quite a bit. The recent sharp increase in CP is due to a proxy fight going on there. CNR is the most efficient railroad in Canada. Long term this is an idea core holding. He prefers CP because of the proxy fight and that their being less efficient leaves more room for growth. He is tempted to sell CP here.
PAST TOP PICK
(A Top Pick Oct 5/11. Up 9.1%.) Great dividend growth. Exceptional company. They continue to do what they do as well, if not better, than anyone in North America.
Showing 736 to 750 of 1,329 entries